QLD – Lexon Wills and EPA Risk Procedure Pack
05/07/2020 - 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];
- Certificate by special witness – COVID-19 USE ONLY [LL-QLD-LWPA-023]
- Checklist – Remote client will execution – COVID 19 USE ONLY [LL-QLD-LWPA-019];
- 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];
- 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 – Part 2 of 2 [LL-QLD-LWPA-021].
Categories :
Tags :
Write a comment
Nothing here yet?
Log in to post to this feed.