New Legal Product Releases - April 2024

Federal

Updated Forms:

• Client Authorisation - Up to 2 Clients located in Federal Forms/Legal Profession Forms

SA

Added Forms:

• Cost Agreement for estimate up to $1500 located in SA Forms/Law Society of SA
• Cost Agreement for estimate above $1500 - Time Costing located in SA Forms/Law Society of SA
• Cost Agreement for estimate above $1500 for Sophisticated Clients located in SA Forms/Law Society of SA

NSW

Added Forms:

• Contract Variation Agreement located in NSW Forms/Children's Court of NSW

Federal

Updated Forms:

• Reverse Mortgage Services Discharge Authority located in Federal Forms/Discharge Authorities

QLD

Updated Forms:

• Conveyancing Protocol - Overview - Developer Tools located in:
  • Lexon Insurance / Conveyancing / Purchase / Automated
  • Lexon Insurance / Conveyancing / Purchase / Non-Automated
  • Lexon Insurance / Conveyancing / Sale / Automated
  • Lexon Insurance / Conveyancing / Sale / Non-Automated
• Conveyancing Protocol - Overview located in:
  • Lexon Insurance / Conveyancing / Purchase / Automated
  • Lexon Insurance / Conveyancing / Purchase / Non-Automated
  • Lexon Insurance / Conveyancing / Sale / Automated
  • Lexon Insurance / Conveyancing / Sale / Non-Automated

NSW

Updated Forms:

• Conveyancing Protocol - Overview - NSW located in:
  • Lexon Insurance / Conveyancing / Purchase / Automated
  • Lexon Insurance / Conveyancing / Purchase / Non-Automated
  • Lexon Insurance / Conveyancing / Sale / Automated
  • Lexon Insurance / Conveyancing / Sale / Non-Automated

NSW

Updated Forms:

• Subpoena for Production located in:
  • NSW Forms/Local Court of NSW/AVO Forms
  • NSW Forms/Local Court of NSW/Criminal Forms
• Subpoena for Production and to Give Evidence located in:
  • NSW Forms/Local Court of NSW/AVO Forms
  • NSW Forms/Local Court of NSW/Criminal Forms

QLD

Added Forms:

• Application for substituted service order located in QLD Forms/Domestic Violence Forms

QLD

Updated Forms:

• 1. Checklist - Initial interview with Legal Personal Representative located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 1a. Schedule of Assets and Liabilities located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 2. Checklist - Initial advice to client located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 3. Checklist - Obtaining a Grant of Representation located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 3a. Checklist - Scrutiny of a Will located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 3b. Checklist - Scrutiny of a Death Certificate located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 3c. Causes of death to query testamentary capacity located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 4. Checklist - Dealing with Taxation located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 4a. Letter to Beneficiary on CGT, Transfer Duty implications located in Lexon Insurance / Estate Administration / Non-Automated
• 4b. Letter to Surviving Joint Tenant on CGT implications located in Lexon Insurance / Estate Administration / Non-Automated
• 4c. Letter to Accountant - Taxation located in Lexon Insurance / Estate Administration / Non-Automated
• 5. Checklist - Distribution of Estate located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 5a. Letter to Beneficiary located in Lexon Insurance / Estate Administration / Non-Automated
• 5b. Letter to Beneficiary on Intestacy located in Lexon Insurance / Estate Administration / Non-Automated
• 5c. Statutory Declaration located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• 5d. Distribution Authority located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated
• Estate Administration - Overview located in:
  • Lexon Insurance / Estate Administration / Non-Automated
  • Lexon Insurance / Estate Administration / Automated

QLD

Updated Forms:

• Lexon Insurance - FPA located in:
  • Lexon Insurance/Lexon Insurance/FPA/Automated
  • Lexon Insurance/Lexon Insurance/FPA/Non-Automated

VIC

Added Forms:

• Revocation of medical treatment decision maker form located in VIC Forms/Estate Planning

QLD

Updated Forms:

• Lexon Insurance - Wills & EPOA located in:

  • Lexon Insurance/Lexon Insurance/Wills & EPOA/Automated

  • Lexon Insurance/Lexon Insurance/Wills & EPOA/Non-Automated

SA

Updated Forms:

• Cancelling my Advance Care Directive located in SA Forms/Estate Planning
• Advance Care Directive Form located in SA Forms/Estate Planning

Federal

Updated Forms:

• Lexon Insurance - Family Law > Financial Agreements located in:

  • Lexon Insurance / Financial Agreements / Non-Automated

  • Lexon Insurance / Financial Agreements / Automated

• Certificate of Dispute Resolution located in Federal Circuit and Family Court of Australia/Family Forms

QLD

Updated Forms:

• 1. Initial Client Letter (Off Risk Letter) located in Lexon Insurance / Family / Property / Non-Automated
• 2. Letter to Client - Family Law Property Settlement located in:

  • Lexon Insurance / Family / Property / Non-Automated

  • Lexon Insurance / Family / Property / Automated

• 3. Pre-Mediation Letter - Part 1 - Overview of Mediation Process and Law located in:

  • Lexon Insurance / Family / Property / Non-Automated

  • Lexon Insurance / Family / Property / Automated

• 4. Pre-Mediation Letter - Part 2 - Advice located in:

  • Lexon Insurance / Family / Property / Non-Automated

  • Lexon Insurance / Family / Property / Automated

• 5. Consent Order Pre-Execution Letter located in:

  • Lexon Insurance / Family / Property / Non-Automated

  • Lexon Insurance / Family / Property / Automated

• 6. Post-Court Attendance Letter located in:

  • Lexon Insurance / Family / Property / Non-Automated

  • Lexon Insurance / Family / Property / Automated

• Annexure A - Schedule of Property located in:

  • Lexon Insurance / Family / Property / Non-Automated

  • Lexon Insurance / Family / Property / Automated

• Annexure B located in Lexon Insurance / Family / Property / Non-Automated
• Booklet - Family Law Matters located in:

  • Lexon Insurance / Family / Property / Non-Automated

  • Lexon Insurance / Family / Property / Automated

• Family Law Property - Overview located in:

  • Lexon Insurance / Family / Property / Non-Automated

  • Lexon Insurance / Family / Property / Automated

Federal

Added Forms:

• Undertaking Declaration located in Federal Forms/Department of Home Affairs
• Notification of Incorrect Answer(s) located in Federal Forms/Department of Home Affairs
• Change of contact and/or passport details located in Federal Forms/Department of Home Affairs

VIC

Updated Forms:

• Request to enter list located in VIC Forms/County Court of VIC/Civil Forms

QLD

Updated Forms:

• Lexon Insurance - Mortgage located in:
  • Lexon Insurance/Lexon Insurance/Mortgage/Mortgagee/Automated
  • Lexon Insurance/Lexon Insurance/Mortgage/Mortgagee/Non-Automated

Added Forms:

• Application for review of a decision - Review and Regulation located in VIC Forms/VCAT Forms/Civil Forms
• Appointment of an administrator and/or guardian – Application for order located in VIC Forms/VCAT Forms/Administrative Forms