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QLD Wills

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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 – 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 – Lexon Wills and EPA Risk Procedure Pack

Lexon have provided June 2020 updates for the Wills and EPA pack, including the updated Cyber Protocol.  The following updated forms are now available in LEAP:

  • 1  Estate planning checklist [LL-QLD-LWPA-001];
  • 2  Initial contract 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];
  • Certificate by special witness – COVID-19 USE ONLY [LL-QLD-LWPA-023]
  • Checklist – Remote client will execution – COVID 19 USE ONLY [LL-QLD-LWPA-019];
  • 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];
  • P8 Letter to client’s accountant or financial planner [LL-QLD-LWPA-018];
  • P9 Letter to client – Remote will signing -COVID 19 USE ONLY – Part 1 of 2 [LL-QLD-LWPA-020];
  • P9 Letter to client – Remote will signing COVID 19 USE ONLY – Part 2 of 2 [LL-QLD-LWPA-021].

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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