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QLD Powers of Attorney

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QLD – Advance Health Directive form

The Advance Health Directive (Form 4) [LL-QLD-WPA-03] has been updated to include a question applicable to sections 6 and 8 of the form – when the relevant checkbox has been ticked and no appointment of attorney/s for health matters or appointment of attorney for health matters has been made in an Enduring Power of Attorney with no changes required, sections 6 and 8 of the form will be left blank as intended.

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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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QLD – Enduring Power of Attorney and Advance Health Directive forms and matter types

In accordance with changes to guardianship laws and forms that commence 30 November 2020, the following changes have been made to forms and matter types:

FORMS:

Form updates and where relevant, new versions of the form have superseded the older versions of the forms (Forms 2, 3, 4, 7):

  • Form 1 General Power of Attorney (LL-QLD-WPA-12)
  • Form 2 Enduring Power of Attorney – Short form (LL-QLD-WPA-09)
  • Form 3 Enduring Power of Attorney – Long form (LL-QLD-WPA-06)
  • Form 4 Advance Health Directive  (LL-QLD-WPA-03)
  • Form 5 Revocation of General Power of Attorney (LL-QLD-WPA-16)
  • Form 6 Revocation of Enduring Power of Attorney (LL-QLD-WPA-15)
  • Form 7 Interpreter Translator statement (LL-QLD-WPA-14)

New forms and explanatory guides have also been added:

  • Form 8 Additional page (LL-QLD-WPA-18)
  • Form 9 Enduring Power of Attorney – Explanatory guide (LL-QLD-WPA-19)
  • Form 10  Advance Health Directive – Explanatory guide (LL-QLD-WPA-20)

MATTER TYPES:

The matter types have been renamed and the forms coded accordingly as follows:

Matter Type Name Matter Type Use – Form Coding
Advance Health Directive When using this matter type the POA and AHD forms will automate for either:
* One Client [appointing any number of appointees] or
* Two Clients [separately appointing any number of appointees]
Advance Health Directive – Two people appointing each other When using this matter type the POA and AHD forms will automate with Client 1 and Client 2 mutually appointing each other [plus any other appointees]
Power of Attorney When using this matter type the POA and AHD forms will automate for either:
* One Client [appointing any number of appointees] or
* Two Clients [separately appointing any number of appointees]
Power of Attorney – Two people appointing each other When using this matter type the POA and AHD forms will automate with Client 1 and Client 2 mutually appointing each other [plus any other appointees]
Will When using this matter type the POA and AHD forms will automate for either:
* One Client [appointing any number of appointees] or
* Two Clients [separately appointing any number of appointees]
Wills – Two people appointing each other When using this matter type the POA and AHD forms will automate with Client 1 and Client 2 mutually appointing each other [plus any other appointees]

IMPORTANT:

For automation of Forms 3 and 4, ensure the drop down list is completed as to how the attorney is to be appointed, for “Financial”, “Personal or Health”, or “Financial and Personal/Health” matters:

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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 to view all prompts and options available that form part of the document.  You can do so by clicking on the File tab and then selecting Options > Display and making sure the Hidden text option is checked, as shown in the image below:

 

 

Lexon have provided further updates for the Wills and EPOA pack regarding law changes which will take effect from 30 November 2020, these updates are now available in LEAP:

  • 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]

[Read more…] about QLD – Lexon Wills and EPOA Risk Procedure Pack

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QLD – Renamed matter types

Following feedback from clients and various stakeholders, the following matter types in LEAP have been renamed:

Previous name of matter type Renamed matter type
Power of Attorney – One person Power of Attorney
Advance Health Directive – One person Advance Health Directive
Wills – One person Wills

 

The above matter types should be used for matters where your clients are appointing other persons as attorneys.

Where clients are appointing each other as attorneys (e.g. Client 1 appoints Client 2 as Client 1 Attorney, and Client 2 appoints Client 1 as Client 2 Attorney), the following matter types should be used instead:

  • Power of Attorney – Two people appointing each other
  • Advance Health Directive – Two people appointing each other
  • Wills – Two people appointing each other

 

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QLD – Lexon Wills and EPOA Risk Procedure Pack

Lexon have provided further October 2020 updates for the Wills and EPOA pack and these updates have now been made in LEAP:

  • 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]

[Read more…] about QLD – Lexon Wills and EPOA Risk Procedure Pack

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QLD – Enduring Power of Attorney and Advance Health Directive forms

We have been advised of the new guardianship laws (made under the Guardianship and Administration and Other Legislation Amendment Act 2019),  and the enduring power of attorney and advance health directive forms that will come into effect from 30 November 2020.

The current enduring power of attorney and advance health directive forms should be used up until the 30 November 2020 – further details are outlined on the Queensland Government, Justice and Attorney General site.

The updated and new forms will be available once these forms come into effect – details will be published on the LEAP Forms Blog closer to the commencement date.

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QLD – Lexon Wills and EPA Risk Procedure Pack

Lexon have provided further May 2020 updates for the Wills and EPA pack in relation to the name of the COVID Regulation and these updates have now been made in LEAP:

  • 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 – audio-visual communication – COVID-19 USE ONLY [LL-QLD-LWPA-003]
  • 4 Will instructions checklist – COVID-19 USE ONLY [LL-QLD-LWPA-004]
  • 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]
  • Certificate by special witness – COVID-19 USE ONLY [LL-QLD-LWPA-023]
  • P2 Letter chasing instructions – COVID-19 USE ONLY [LL-QLD-LWPA-011]
  • P6 Letter to client enclosing EPA – COVID-19 USE ONLY [LL-QLD-LWPA-015]
  • P9 Letter to Client – remote will signing COVID-19 USE ONLY – Part 1 of 2 [LL-QLD-LWPA-020]

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QLD – Lexon Wills and EPA Risk Procedure Pack

Lexon have provided 15 May updates for the Wills and EPA pack corresponding with further COVID-19 legislative updates and these updates have now been made in LEAP:

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QLD – Matter Information Sheet hyperlinks

We have created hyperlinks for all Matter Information Sheets currently available in LEAP Community.  The Information Sheets are How to articles to assist you on matter setup and common form usage.  Information Sheets that are matter specific are located in the LEAP Forms folder and Information Sheets that are relevant to a particular form are located immediately preceding the form.

Matter Information Sheets hyperlinks for QLD are now available as follows: [Read more…] about QLD – Matter Information Sheet hyperlinks