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QLD – Lexon Wills & EPA Risk Procedure Pack

The following forms have been amended to accord with the latest update from Lexon:

  • 1 Estate Planning Checklist (LL-QLD-LWPA-001);
  • 2 Initial Contact 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);
  • 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);
  • P7 Practitioner notes – Family Provision Application part 2 of 2 (LL-QLD-LWPA-017);
  • P8 Letter to client’s accountant or financial planner (LL-QLD-LWPA-018);

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QLD – Lexon Wills and EPA Risk Procedure Pack

LEAP has now added the Lexon Wills and EPA Risk Procedure Pack.

These documents are only available for Queensland clients and for use if your firm is insured by Lexon Insurance.

They are located in the LEAP Forms > Lexon Wills and EPA Risk Procedure Pack folder in the following matter types:

  • Power of Attorney – one person;
  • Power of Attorney – two people appointing each other;
  • Wills – one person;
  • Wills – two people appointing each other.

Some coding has been adding to these documents however please take note of the following guidelines for using these documents:

  • Some notes and instructions are in Hidden Text and/or smaller font italics.  You must have your Hidden Text turned on in Word to see the instructions in hidden text (File, Options, Display and ensure the tick is on for Hidden Text).
  • Form Text fields are used to indicate where text is required to be entered or if an option is to be chosen.  Press F11 on your keyboard to navigate to each field throughout the document.
  • The instructions provided by Lexon on how to follow the prompts throughout the documents are shown below:

There are a number of different prompts you may see throughout the documents and each requires an action of some kind. Some need information added, some need to be removed. Below are some examples, with explanations for how they are to be used.

The Lexon Wills and EPA Risk Procedure Pack consists of the following documents that are all included in LEAP:

  • 1 Estate planning checklist (LL-QLD-LWPA-001);
  • 2 Initial contact 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);
  • 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);
  • P7 Practitioner notes – Family Provision Application Part 2 of 2 (LL-QLD-LWPA-017);
  • P8 Letter to client’s accountant or financial planner (LL-QLD-LWPA-018).

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QLD Wills and Powers of Attorney

The Wills and Powers of Attorney matter types in LEAP have been updated to more accurately reflect modern relationships, to improve the quality of information that can be recorded on the electronic matter and to maximise automation within the LEAP forms and precedents.  The “single” version of the forms have been re-coded to enable use with both single and mutual matter types and therefore the Husband and Wife versions of the forms have been removed as they are no longer required.

The matter types are now:-

  • Wills – Single
  • Wills – Mutual
  • Power of Attorney – Mutual
  • Power of Attorney – Single
  • Advance Health Directive – Mutual
  • Advance Health Directive – Single

Each matter type has been set to default to:-

Wills – Single Wills – Mutual
Client = Client Client = Client
Other Side = Executor Other Side = Substitute Executor
Other Side’s Solicitor = Substitute Executor Other Side’s Solicitor – Client 2 Substitute Executor

The majority of changes have been made to the Wills – Mutual matter type.

[Read more…]

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QLD – Powers of Attorney Act Forms

The first stage of a review of these forms has now been completed with formatting and coding upgraded in the following forms –

Form 1 General Power of Attorney – Single Person (LL-QLD-WPA-12)
Form 1 General Power of Attorney – Husband (LL-QLD-WPA-11)
Form 1 General Power of Attorney – Wife (LL-QLD-WPA-13)
Form 2 Enduring Power of Attorney – Short form – Single Person (LL-QLD-WPA-09)
Form 2 Enduring Power of Attorney – Short form – Husband (LL-QLD-WPA-08)
Form 2 Enduring Power of Attorney – Short form – Wife (LL-QLD-WPA-10)
Form 3 Enduring Power of Attorney – Long form – Single Person (LL-QLD-WPA-06)
Form 3 Enduring Power of Attorney – Long form – Husband (LL-QLD-WPA-05)
Form 3 Enduring Power of Attorney – Long form – Wife (LL-QLD-WPA-07)
Form 4 Advance Health Directive – Single Person (LL-QLD-WPA-03)
Form 4 Advance Health Directive – Husband (LL-QLD-WPA-02)
Form 4 Advance Health Directive – Wife (LL-QLD-WPA-04)
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’s/Translator’s statement (LL-QLD-WPA-14)

As part of the next stage of the review, the Power of Attorney Details (POA) table will be removed so that the forms can be completed directly.  This is in response to user feedback and will provide greater flexibility in completing information and using checkboxes.  Where data has already been completed in the POA table, the forms will still populate with that data, however for new matters, the POA table should no longer be used and the forms should be completed directly in Word.

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