VIC - Power of Attorney

To create a new Power of Attorney matter, follow the steps below

1. Select Power of Attorney > Next

2. Each Client MUST be entered separately.  

3. Enter Client 1 Contact Card

4.  Enter Non Enduring Power of Attorney Details on Tab 1

5.  Enter Non Enduring Power of Attorney Details on Tab 2

6. To add Client 2 Contact Card:

     A. Right click on the Client 1 Label "Client"

     B. Select "Add Client"

     C. Select "Same Solicitor"

7. Enter details for Client 2

8.  A new Power of Attorney Details layout will appear for Client 2 information to be inserted

9. Enter Non Enduring Power of Attorney or Enduring Power of Attorney Details  for Client 2 (i.e. repeat process set out in Items 4 and 5 above.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Article is closed for comments.