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IRE - Wills & Estates Precedents

The following precedents have been added to LEAP under Wills & Estates:

EPA Starter Letters:

  • Client care and terms of business
  • Letter to Attorney EPA registration documents to review
  • Letter to Attorneys informing of Original EPA location
  • Letter to Attorneys with EPA Part C to be signed
  • Letter to client chasing approval of EPA
  • Letter to client sending client care and terms of business
  • Letter to client sending EPA for approval
  • Letter to Notice Party with copy of application for registration
  • Letter to Notice Party with Notice of Execution
  • Letter to Notice Party with Notice of Intention to Register
  • Letter to Registrar of the Wards of Court with application for registration of EPA
  • Letter to Registrar of the Wards of Court with Notice of Intention to Register

Probate Starter Letters:

  • Client care and terms of business
  • Letter to accountant requesting lifetime details
  • Letter to asset fund manager requesting sale of holdings
  • Letter to asset fund manager requesting transfer of holdings
  • 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 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 client sending client care and terms of business
  • 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 DEASP initial
  • 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 insurance company cancel policy
  • Letter to insurance company life policy
  • Letter to insurance company motor policy
  • Letter to insurance company property policy
  • Letter to personal representatives advising oath is ready to swear
  • Letter to Probate Office with probate application
  • Letter to undertaker settling account
  • Letter to utilities provider initial

Wills Starter Letters:

  • Client care and terms of business
  • Letter to client chasing approval of draft will
  • Letter to client chasing will questionnaire
  • Letter to client final reminder to approve draft will
  • 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 will questionnaire and authority
  • Letter to previous solicitor enclosing authority

Wills & EPA Starter Letters:

  • Client care and terms of business
  • Letter to Attorney EPA registration documents to review
  • Letter to Attorneys informing of Original EPA location
  • Letter to Attorneys with EPA Part C to be signed
  • Letter to client chasing approval of draft will and EPA
  • Letter to client chasing will questionnaire
  • Letter to client original will and EPA ready to sign
  • Letter to client reminder to approve draft will and EPA
  • Letter to client sending client care and terms of business
  • Letter to client sending copy of signed will and executed EPA
  • Letter to client sending will questionnaire and authority
  • Letter to Notice Party with copy of application for registration
  • Letter to Notice Party with Notice of Execution
  • Letter to Notice Party with Notice of Intention to Register
  • Letter to previous solicitor enclosing authority
  • Letter to Registrar of the Wards of Court with application for registration of EPA
  • Letter to Registrar of the Wards of Court with Notice of Intention to Register

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Blog Article: IRE - Wills & Estates Precedents