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VIC – Enduring Power of Attorney

Following client feedback, the following sections of the Enduring Power of Attorney [LL-VIC-WPA-046 ] have been recoded:

Revocation (FILLIN 2)

The Revocation heading will always appear, to make elections regarding section 55 clear, when answering “A” to the FILLIN question the following wording will apply:

I specify that all previous Enduring Powers of Attorney made by me under Part XIA of the Instruments Act 1958 and the Guardianship and Administration Act 1986 and under the Powers of Attorney Act 2014 are revoked.

In addition, the section 55 notations will appear at all times.

Conditions and Instructions (FILLIN 4)

The Conditions and Instructions heading will always appear and the wording of the sentence will alter to say either “is/is not” depending on the answer to the FILLINS.

Example:

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VIC – County Court – Surrogacy

We have created and coded new Surrogacy forms located at: Victoria → Other Areas of Law → Surrogacy  → Surrogacy → Substitute Parentage Applications OR Change of Name Applications.

The new forms are, as follows:

Substitute Parentage Applications

  • Substitute parentage checklist  (LL-VIC-CCP-001)
  • Application for substitute parentage order  (LL-VIC-CCP-002)
  • Statement for a substitute parentage order  (LL-VIC-CCP-003)
  • Substitute parentage order (LL-VIC-CCP-004)
  • Notice to practitioners: registration orders  (LL-VIC-CCP-005)
  • Application for registration order  (LL-VIC-CCP-006)
  • Registration order  (LL-VIC-CCP-007)

Change of Name Applications

  • Change of an application  Form 2-16A  (LL-VIC-CCP-008)
  • Affidavit in support of application for approval of a proposed change of name of a child  Form 2-16B  (LL-VIC-CCP-008)

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VIC – VCAT

VIC – VCAT

We have created and coded the following forms, all of which can be located under the General Matter Type:

Building and Property

  • Application to building and property list – review of a decision (LL-VIC-VCAT-127)

Guardianship and Administration

  • Application about medical treatment (LL-VIC-VCAT-128)
  • Application for order power of attorney 2014 (LL-VIC-VCAT-129)

Legal Practice

  • Application for review in legal practice list (LL-VIC-VCAT-130)
  • Application for order in legal practice list (LL-VIC-VCAT-131)

Miscellaneous

  • Affidavit in support of enforcement of a monetary order (LL-VIC-VCAT-132)
  • Application to postpone fee payment (LL-VIC-VCAT-133)
  • Application to request a refund (LL-VIC-VCAT-134)
  • Complaint form (LL-VIC-VCAT-135)
  • Direct debit request (LL-VIC-VCAT-136)
  • Media request form (LL-VIC-VCAT-137)
  • Request an audio CD or transcript VCAT hearing (LL-VIC-VCAT-138)
  • Security request form (LL-VIC-VCAT-139)

Planning and Environment

  • Application for an enforcement order under the Traditional Owner Settlement Act 2010 (LL-VIC-VCAT-140)
  • Determination of a disputed claim for compensation (LL-VIC-VCAT-141)

Residential Tenancy

  • Application by a disability service provider or resident (LL-VIC-VCAT-142)
  • Application by a protected person (LL-VIC-VCAT-143)

Review and Regulation

  • Application for referral of matter (LL-VIC-VCAT-146)
  • Application for an inquiry (LL-VIC-VCAT-147)
  • Application for an order (LL-VIC-VCAT-148)
  • Review of a decision (LL-VIC-VCAT-149)

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VIC – Children’s Court

We have conducted a review of the Children’s Court forms, as follows:

Reviewed – no change

  • Application for Bail (LL-VIC-CHC-004)
  • Application for Order That Payment of Registered Amount Not Be Enforced  Form 4  (LL-VIC-CHC-002)
  • Application for Review of Registrar’s Order (CAYPINS)  (LL-VIC-CHC-003)
  • Application to Cancel or Reduce Your Fine  (LL-VIC-CHC-005)
  • Application for forfeiture order – disposal order – finding of fact  (LL-VIC-CHC-011)
  • Notice of Application by Surety to be Discharged as Surety  (LL-VIC-CHC-014)
  • Statutory Declaration  (LL-VIC-CHC-015)
  • Witness summons to attend to give evidence Form 41  (LL-VIC-CHC-017)

Review – minor amendments

  • Affidavit of Service  Form 21  (LL-VIC-CHC-001)
  • Application to Revoke a Care by Secretary Order  Form 30  (LL-VIC-CHC-006)
  • Application to Vary an Interim Accommodation Order or for a New Order  Form 14  (LL-VIC-CHC-007)
  • Application to Vary or Revoke a Permanent Care Order  Form 35  (LL-VIC-CHC-008)
  • Application to Vary or Revoke a Protection Order  Form 28  (LL-VIC-CHC-009)
  • Application to Vary or Revoke a Sentencing Order  Form 14  (LL-VIC-CHC-010)
  • Irreconcilable Differences Application  Form 11  (LL-VIC-CHC-012)
  • Notice of Appeal and Undertaking to Prosecute  Form 2-2D  (LL-VIC-CHC-013)
  • Information exchange document for lawyers  (LL-VIC-CHC-018)
  • Application to Vary an Interim Accommodation Order or for a New Order made under Section 262(1)(c)  Form 15  (LL-VIC-CHC-020)
  • Application for Leave of the Court to Make Application to Vary or Revoke a Permanent Care Order  (LL-VIC-CHC-021)
  • Application to Vary or Revoke a Family Preservation Order or a Family Reunification Order  Form 28  (LL-VIC-CHC-022)
  • Application to Vary or Revoke a Therapeutic Treatment Order or Therapeutic Treatment (Placement) Order  Form 8  (LL-VIC-CHC-023)
  • Application to Vary or Revoke a Temporary Assessment Order Made without Notice  Form 3  (LL-VIC-CHC-024)
  • Application to Vary or Revoke an Undertaking  Form 20  (LL-VIC-CHC-026)
  • Information exchange document for best interests lawyers appointed under s524(4)  (LL-VIC-CHC-028)
  • Witness summons to produce  Form 41a  (LL-VIC-CHC-029)
  • Witness summons to produce and to attend to give evidence  Form 41b  (LL-VIC-CHC-030)
  • Application to Revoke a Long-Term Care Order  Form 31  (LL-VIC-CHC-031)

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Important changes to your Sale and Purchase matter types

We have made some necessary changes to your Sale and Purchase matter types for improved efficiency in your conveyancing matters.

Why?

We are continuing to work on a large project to change the functionality behind our forms to use our Word App entitled LEAP Document Manager (LDM).  This change is necessary to make our forms compatible with Word Online.

These changes are in preparation of future enhancements to our LDM versions of the Settlement Adjustment Sheets/Statement of Adjustments (SAS), with the NSW SAS LDM due for release firstly shortly.  Keep an eye on the Forms Blog for release notification.  These enhanced versions will contain a time-efficient two-way write back functionality, whereby Directions (cheques) created within the LDM will automate directly to your LEAP matter and vice versa.

The write back functionality can however only map to ONE location in your LEAP matter and that is the relevant Sale / Purchase Reconciliation table.  The Cheque Details table will therefore no longer default to any newly created matters.

Why write back to the Reconciliation table and NOT the Cheque details table?

  • To allow for future enhancements such as the SAS’s being rewritten as LDMs
  • Less duplication as Directions only need to be entered once regardless of who they are being requested from – previously you had to re-enter them in up to 3 different tabs (Cheques requested by Vendor, Cheques requested from Mortgagee, Cheques requested from Client) now you simply select from a dropdown list “Funds to be drawn by” and select the option Bank, Client, or Trust
  • Unlike the Cheque Details layout, there is no limit in the Reconciliation table to the number of Directions that can be entered, essential for simultaneous settlements
  • All Reconciliation table entries you make automate into forms and By Lawyers’ precedents, with the ability to distinguish items such as Costs & Disbursements, Stamp duty etc. This wasn’t previously possible in the Cheque Details table
  • The Reconciliation table can be used as a full Statement rather than just an adjustment sheet for apportionable items between the parties, again with the ability to distinguish which Directions are Costs & Disbursements, Stamp duty etc
  • Items such as Costs & Disbursements and Miscellaneous items in the Reconciliation table are customisable as to your preferred description/wording
  • Standard entries can be set within Recurring Matter templates i.e. fixed price conveyancing fees and disbursements

What happens for existing matters where data is entered in Cheque Details table?

  • A script has been written in 2x that will move any Directions that have been entered in the Cheque Details table to the relevant Reconciliation table
  • The script will also test if the Settlement Details table is empty. If so, it will move the Time and Venue data completed in the Cheque Details table to the Settlement Details table
  • The script will ensure you do not need to re-enter any data anywhere
  • The script will then remove the empty Cheque Details table

What will you now see?

  • Should there be instances where you have entered Directions in both the Cheque Details and Reconciliation table, Directions from the Cheque Details will be added to the Reconciliation table with an Alert to ask you to verify your entries
  • When you first open the existing Sale and Purchase matter (that had Directions entered in the Cheque details), you will receive the following Alert:

Why do you need to verify your Directions in the Reconciliation table?

  • The location of the 3 different tabs in Cheque details no longer exists (Cheques requested by Vendor, Cheques requested from Mortgagee, Cheques requested from Client)
  • Instead you enter who the Directions are being requested from through the dropdown list “Funds to be drawn by”
  • As the options in Cheque Details and Reconciliation table are not identical, we are unable to map to this dropdown list section of the Reconciliation table from data that was previously completed differently
  • Rather you must open the Direction item that has been moved and reselect the relevant option, Bank, Client or Trust.

In addition, the enhanced SAS LDM versions will contain a Direction summary including (amongst other things), the “Funds to be drawn by” list:

Important Note:

Any of your existing Recurring Matter templates using the Cheque Details table will need to be updated to the relevant Sale / Purchase Reconciliation table

 

 

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VIC – VCAT – Guardianship and Administration

The Guardianship and Administration Act 2019 (Vic) came into operation on 1 March 2020, repealing and replacing the Guardianship and Administration Act 1986 (Vic).

Extensive changes have been made to the VCAT Guardianship and Administration forms. The following forms have been updated:

  • Application for order appointment of an administrator or guardian  (LL-VIC-VCAT-003)
  • Application for rehearing  (LL-VIC-VCAT-105)
  • Application for special medical procedure  (LL-VIC-VCAT-106)
  • Application regarding missing persons estate (LL-VIC-VCAT-107)
  • Application to register an interstate order  (LL-VIC-VCAT-108)
  • Application to revoke or reassess a guardianship or administration order  (LL-VIC-VCAT-109)
  • Financial Statement and Plan (FSP)  (LL-VIC-VCAT-110)
  • Lawyer or other representatives’ registration of interest  (LL-VIC-VCAT-111)
  • Medical report  (LL-VIC-VCAT-112)

 

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VIC – Power of Attorney – Advanced Care Directive

As requested by several clients, we updated the coding in the following forms:

  • Advance care directive for adults   (LL-VIC-WPA-059)
  • Appointment of medical treatment decision maker   (LL-VIC-WPA-060)
  • Appointment of medical treatment decision maker – long format   (LL-VIC-WPA-065)
  • Appointment of support person   (LL-VIC-WPA-061)

The forms will populate for the following matter types:

  • Power of Attorney Client 1 and Client 1 and Client 2
  • Will – One person
  • Will – Two people appointing each other

 

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VIC – Liquor Licence

We reviewed the liquor licencing forms. Minor amendments have been made to the following forms:

  • Amalgamated club licence [LL-VIC-CAV-0041]
  • BYO permit [LL-VIC-CAV-0021]
  • BYO permit for a party bus [LL-VIC-CAV-0053]
  • Declaration of associates [LL-VIC-CAV-0054]
  • Full club licence [LL-VIC-CAV-0025]
  • General licence [LL-VIC-CAV-0026]
  • Late night (general or on-premises) licence [LL-VIC-CAV-0060]
  • Late night (packaged liquor) licence [LL-VIC-CAV-0061]
  • Major event licence application form [LL-VIC-CAV-0062]
  • On-premises licence [LL-VIC-CAV-0023]
  • Packaged liquor licence [LL-VIC-CAV-0027]
  • Pre-retail licence [LL-VIC-CAV-0028]
  • Producer’s licence application [LL-VIC-CAV-0024]
  • Relocate an existing licence or permit to a new address [LL-VIC-CAV-0043]
  • Renewable limited club licence [LL-VIC-CAV-0039]
  • Renewable limited licence [LL-VIC-CAV-0029]
  • Renewable limited licence (bed and breakfast) [LL-VIC-CAV-0036]
  • Renewal of a licence or permit by owner, mortgagee or other affected person [LL-VIC-CAV-0034]
  • Restricted club licence [LL-VIC-CAV-0069]
  • Statement of display [LL-VIC-CAV-0042]
  • Temporary approval of unaccompanied minors on licensed premises [LL-VIC-VCAT-0071]
  • Variation of conditions for an existing producer’s licence [LL-VIC-CAV-0077]
  • Variation to an existing liquor licence or permit [LL-VIC-CAV-0045]
  • Variation to the category of licence [LL-VIC-CAV-0074]