QLD – Lexon Wills and EPOA Risk Procedure Pack
13/11/2020 - 0 comments
- 1. First contact and estate planning checklist [LL-QLD-LWPA-001]
- 2. Initial letter to client [LL-QLD-LWPA-002]
- 3. Letter to client - enclosing costs agreement [LL-QLD-LWPA-010]
- 4. Wills information checklist [LL-QLD-LWPA-003]
- 5. Interim will checklist [LL-QLD-LWPA-004]
- 6. EPOA instructions checklist - including COVID-19 use [LL-QLD-LWPA-006]
- 7. Letter to client - enclosing estate planning documents [LL-QLD-LWPA-009]
- 8. Letter to client - remote execution of will - including COVID-19 use [LL-QLD-LWPA-007]
- 9. Letter to client - remote execution of power of attorney - including COVID-19 use [LL-QLD-LWPA-008]
- 10. Will execution checklist - including COVID-19 use [LL-QLD-LWPA-019]
- 11. EPOA execution checklist - including COVID-19 use [LL-QLD-LWPA-011]
- 12. Letter to client - completion of work [LL-QLD-LWPA-013]
- 13. Letter to attorney - enclosing EPOA for signing [LL-QLD-LWPA-014]
- Certificate by special witness - including COVID-19 use [LL-QLD-LWPA-023]
- Checklist - remote client will execution - including COVID-19 use [LL-QLD-LWPA-016]
- Letter to accountant or financial planner [LL-QLD-LWPA-018]
- Letter to client - chasing instructions - COVID-19 use only [LL-QLD-LWPA-015]
- Letter to doctor - Part 1 of 2 [LL-QLD-LWPA-012]
- Letter to doctor - pro-forma medical report Part 2 of 2 [LL-QLD-LWPA-022]
- Overview [LL-QLD-LWPA-017]
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