QLD - Lexon Wills and EPAs Risk Procedure - update
Aug 29, 2019 - 0 comments
- 1 Estate planning checklist (LL-QLD-LWPA-001);
- 2 Initial contract checklist (LL-QLD-LWPA-002);
- 3 Will appointment checklist (LL-QLD-LWPA-003);
- 4 Will instructions checklist (LL-QLD-LWPA-004);
- 4A No immediate will acknowledgement (LL-QLD-LWPA-005);
- 5 EPA instructions checklist (LL-QLD-LWPA-006);
- 6 Will execution checklist (LL-QLD-LWPA-007);
- 7 EPA execution checklist (LL-QLD-LWPA-008);
- 8 EPA essential advice and understanding (LL-QLD-LWPA-009);
- P1 Letter enclosing costs agreement (LL-QLD-LWPA-010);
- P2 Letter chasing instructions (LL-QLD-LWPA-011);
- P3 Letter to doctor (LL-QLD-LWPA-012);
- P4 Letter re completion of work (LL-QLD-LWPA-013);
- P5 Letter to attorney re non engagement (LL-QLD-LWPA-014);
- P6 Letter to client enclosing EPA (LL-QLD-LWPA-015);
- P7 Letter to client enclosing draft will (including FPA risk) part 1 of 2 (LL-QLD-LWPA-016);
- P7 Practitioner notes – Family Provision Application part 2 of 2 (LL-QLD-LWPA-017);
- P8 Letter to client's accountant or financial planner (LL-QLD-LWPA-018).
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