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QLD - Lexon Wills and EPOAs Risk Procedure Pack update

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 - [LL-QLD-LWPA-006]
  • 7. Letter to Client - enclosing estate planning documents - [LL-QLD-LWPA-009]
  • 8. Will Execution Checklist - [LL-QLD-LWPA-019]
  • 9. EPOA Execution Checklist - [LL-QLD-LWPA-011]
  • 10. Letter to Client - Completion of Work - [LL-QLD-LWPA-013]
  • 11. Letter to Attorney - enclosing EPOA for signing - [LL-QLD-LWPA-014]
  • Letter to Accountant or Financial Planner - [LL-QLD-LWPA-018]
  • Letter to Client - Chasing Instructions - [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]
  • Wills and EPOA - Overview - [LL-QLD-LWPA-017]
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.  

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Blog Article: QLD - Lexon Wills and EPOAs Risk Procedure Pack update