QLD - Lexon Wills and EPA Pack
26/04/2020 - 0 comments
- 1 Estate Planning Checklist [LL-QLD-LWPA-001]
- 2 Initial Contact Checklist - COVID-19 USE ONLY [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 - COVID-19 USE ONLY [LL-QLD-LWPA-007]
- 7 EPA execution checklist [LL-QLD-LWPA-008]
- 8 EPA Essential advice and understanding [LL-QLD-LWPA-009]
- Checklist - Remote client will execution - COVID-19 USE ONLY [LL-QLD-LWPA-019]
- P1 Letter enclosing cost agreement [LL-QLD-LWPA-010]
- P2 Letter chasing instructions - COVID-19 USE ONLY [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]
- P9 Letter to Client - Remote will signing COVID-19 USE ONLY - Part 1 of 2 [LL-QLD-LWPA-020]
- P9 Letter to Client - Remote will signing COVID-19 USE ONLY - Practitioner Notes - Part 2 of 2 [LL-QLD-LWPA-021]
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