The following precedents have been added to LEAP under Wills & Estates:
Executry Starter Letters:
- Client care and terms of business – Executry
- Form of authority for payment to bank
- Letter to accountant requesting lifetime details
- Letter to bank initial
- Letter to bank requesting forms to close accounts
- Letter to bank sending forms to close accounts
- Letter to bank sending funeral account for payment
- Letter to bank sending IHT423 for direct payment scheme payment
- Letter to beneficiary initial
- Letter to beneficiary requesting bank details
- Letter to beneficiary sending final payment – residuary estate
- Letter to beneficiary sending interim payment – residuary estate
- Letter to beneficiary sending payment
- Letter to council advising grant obtained
- Letter to council initial
- Letter to creditor credit card company to cancel card
- Letter to creditor initial
- Letter to creditor paying debt
- Letter to estate agents value of real property
- Letter to executors enclosing withdrawal forms and authorities
- Letter to executors initial
- Letter to executors refunding expenses
- Letter to executors reporting grant obtained and enclosing interim account
- Letter to executors sending estate account for signing
- Letter to HRMC sending IHT forms
- Letter to insurance company cancel policy
- Letter to insurance company life policy
- Letter to insurance company motor policy
- Letter to insurance company property policy
- Letter to insurance company to encash policy
- Letter to pension provider initial
- Letter to Sheriff Court enlosing comfirmation application
- Letter to undertaker settling account
- Letter to utilities provider initial
Power of Attorney Starter Letters:
- Client care and terms of business – PoA
- Letter to client chasing approval of draft PoA
- Letter to client chasing approval of draft PoA 2
- Letter to client sending client care and terms of business
- Letter to client sending copy signed PoA and account
- Letter to client sending draft PoA
Wills Starter Letters:
- Client care and terms of business – Wills
- Letter to client chasing approval of draft will 1
- Letter to client chasing approval of draft will 2
- Letter to client chasing will questionnaire
- Letter to client original will ready to sign
- Letter to client sending client care and terms of business
- Letter to client sending copy of signed will
- Letter to client sending draft will for approval
- Letter to client sending original will to sign
- Letter to client sending will questionnaire and authority
- Letter to previous solicitor enclosing authority
Wills and Power of Attorney Starter Letters:
- Client care and terms of business – wills and PoA
- Letter to client chasing approval of draft will and PoA
- Letter to client chasing approval of draft will and PoA 2
- Letter to client chasing instructions
- Letter to client original will and PoA ready to sign
- Letter to client sending client care and terms of business
- Letter to client sending copy of signed will and PoA
- Letter to client sending draft will and power of attorney for approval
- Letter to client sending original will and PoA to sign
- Letter to client sending questionnaire and authority
- Letter to previous solicitor enclosing authority