QLD LEXON - Wills and EPA Risk Procedure Pack
21/10/2019 - 0 comments
- 1 Estate Planning Checklist (LL-QLD-LWPA-001)
- 2 Initial Contact 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 executing 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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