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]
- 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 – COVID-19 use only [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]
Further details on how to use Lexon documents can be found on this LEAP Community article.