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QLD - Lexon Wills and EPOA Risk Procedure Pack

Reminder: When using Lexon documents in your LEAP matters, please ensure that you have Hidden text enabled in Microsoft Word to view all instructions and options available. The following Lexon letters and checklists have been updated: Lexon Wills and EPOA:
  • 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 - INCLUDING COVID-19 USE - [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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Blog Article: QLD - Lexon Wills and EPOA Risk Procedure Pack