QLD - Lexon Wills and EPA Risk Procedure Pack
24/05/2020 - 0 comments
- 1 Estate planning checklist - COVID-19 USE ONLY [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 - COVID-19 USE ONLY [LL-QLD-LWPA-004]4A. No immediate will acknowledgement [LL-QLD-LWPA-005]
- 5 EPA instructions checklist - COVID-19 USE ONLY [LL-QLD-LWPA-006]
- 6 Will execution checklist – COVID-19 USE ONLY [LL-QLD-LWPA-007]
- 7 EPA execution checklist - COVID-19 USE ONLY [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 - Part 1 of 2 [LL-QLD-LWPA-012]
- P4 Letter to client 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 – COVID-19 USE ONLY [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]
- P3 Letter to doctor - pro-forma medical report - Part 2 of 2 [LL-QLD-LWPA-022]
- Certificate by special witness - COVID-19 USE ONLY [LL-QLD-LWPA-023]
Categories :
Tags :
Write a comment
Nothing here yet?
Log in to post to this feed.