LPLC has produced a range of resources to help practitioners communicate with and provide information to their clients.
These resources include templates and file notes, client guides, brochures and handouts.
Client Resources
A Guide for Beneficiaries
Will Making, Powers of Attorney, Beneficiaries, Estate Administration, Client resources, Professional Responsibility
01 Jun 23
This booklet provides a guide, in question and answer format, for beneficiaries about what it means to be a beneficiary, what is required of them and what is involved in managing and finalising an estate in Victoria. The information is general in nature and not specific legal advice. For more information beneficiaries should contact their legal practitioner.
Client Resources
Tenants and Tenants in Common - client resource
Will Making, Powers of Attorney, Beneficiaries, Estate Administration, Client resources
27 Mar 23
A downloadable diagram to help practitioners explain the differences between joint tenants and tenants in common.
Client Resources
Working together roles and obligations - Client Brochure
Client resources, Engagement/retainer management
03 Feb 23
To help practitioners manage their clients’ expectations as well as explain both the client’s and lawyer’s roles and obligations in the relationship LPLC has developed a sample information brochure. The brochure outlines what the law firm will do when acting for a client including when they will stop acting for a client. It also explains the law firm’s expectations of the client including at the first appointment, follow up appointments and during the course of the matter.
Client Resources
A Guide for Executors
Will Making, Powers of Attorney, Beneficiaries, Estate Administration, Client resources, Professional Responsibility
01 Feb 23
This booklet provides a guide, in question and answer format, for executors about their role, their obligations and what is involved in managing and finalising an estate in Victoria.
For more information executors should contact their legal practitioner.
Client Resources
Cyber security — how to protect yourself — Client Brochure
Client resources, Cyber security
21 Oct 22
This brochure is provided by LPLC as a template for lawyers to use for client information purposes. The brochure outlines what the law firm will do when acting for a client and makes recommendations to the client about what they should do to maintain cyber security. Firms can tailor the wording to suit their needs and insert their own branding or to use the sample brochure as it is.
Client Resources
Parent to child property loans: Things to consider - Client Brochure
Conveyancing, Will Making, Mortgages, Client resources
22 Jun 22
This brochure is provided by LPLC as a template for lawyers to use for client information purposes. The brochure outlines what your clients should consider when they are planning to provide financial assistance to their child for the purpose of buying a home. Firms can use the sample brochure as it is, or use the word version to tailor the wording to suit their needs or create their own branded brochure.
Client Resources
Cost estimates - client brochure
Client resources, Engagement/retainer management
15 Aug 16
To help practitioners manage their clients’ expectations as well as explain both the client’s and lawyer’s roles and obligations in the relationship LPLC has developed a sample information brochure on cost estimates to illustrate how estimates could be explained. It describes what costs estimates are, how they are calculated, what affects the estimates and how they will be kept informed about them.