{"id":16396,"date":"2020-05-12T11:49:57","date_gmt":"2020-05-12T10:49:57","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=16396"},"modified":"2024-08-06T09:23:00","modified_gmt":"2024-08-06T08:23:00","slug":"lasting-power-of-attorney","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/lasting-power-of-attorney\/","title":{"rendered":"Lasting Power of Attorney"},"content":{"rendered":"\nTask 1<\/span> New File Opening<\/span><\/span>\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

New File Opening<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client care letter <\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASECLI – 1 Week – Client to return signed Client Care paperwork<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> Medical Report<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Report Will only run if a medical report is required for client 1 or client 2.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

GP 1 Capacity Report request<\/strong><\/p>

Will only run if the first GP Surname is not empty<\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

GP 2 Capacity Report request<\/strong><\/p>

Will only run if a second GP Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

CHASE_GP – 1 Week – Chase GP for reply to report request for client 1. Will only run if the first GP Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASE_GP – 1 Week – Chase GP for reply to report request for client 2. Will only run if a second GP Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Send LPA to Client<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE_GP<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client approve draft LPA<\/strong><\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASECLI – 1 Week – Chase client to make appointment to sign LPA<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Attorney<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Attorneys <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter Attorney 1 enc. LPA <\/strong><\/p>

Will only run if the first Attorney Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter Attorney 2 enc. LPA<\/strong><\/p>

Will only run if the second Attorney Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter Attorney 3 enc. LPA<\/strong><\/p>

Will only run if the third Attorney Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Blank letter Attorney 4 <\/strong><\/p>

Will only run if the fourth Attorney Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHSE_ATRNY – 1 Week – Chase Attorney 1 to make appointment to sign LPA. Will only run if the first Attorney Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHSE_ATRNY – 1 Week – Chase Attorney 2 to make appointment to sign LPA. Will only run if the second Attorney Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHSE_ATRNY – 1 Week – Chase Attorney 3 to make appointment to sign LPA. Will only run if the third Attorney Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHSE_ATRNY – 1 Week – Chase Attorney 4 to make appointment to sign LPA. Will only run if the fourth Attorney Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Replacement Attorney<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Replacement Attorneys<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter Replacement Attorney 1 enc. LPA<\/strong><\/p>

Will only run if the first Attorney Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter Replacement Attorney 2 enc. LPA<\/strong><\/p>

Will only run if the second Attorney Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Blank letter Replacement Attorney 3<\/strong><\/p>

Will only run if the third Attorney Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Blank letter Replacement Attorney 4 <\/strong><\/p>

Will only run if the fourth Attorney Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHSE_REPAT – 1 Week – Chase Replacement Attorney 1 to sign LPA. Will only run if the first Attorney Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHSE_REPAT – 1 Week – Chase Replacement Attorney 2 to sign LPA. Will only run if the second Attorney Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHSE_REPAT – 1 Week – Chase Replacement Attorney 3 to sign LPA. Will only run if the third Attorney Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHSE_REPAT – 1 Week – Chase Replacement Attorney 4 to sign LPA. Will only run if the fourth Attorney Surname is not empty<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Certificate Provider<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Certificate Provider<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter Certificate Provider enc. LPA<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHSEEXPERT – 1 Week – Certificate provider to return signed certificate<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Notifiable Persons<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHSEEXPERT<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHSE_REPAT<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHSE_ATRNY<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Notifiable Persons <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter notifiable person 1 <\/strong><\/p>

Will only run if the first Notifiable Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter notifiable person 2<\/strong><\/p>

Will only run if the second Notifiable Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter notifiable person 3<\/strong><\/p>

Will only run if the third Notifiable Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter notifiable person 4<\/strong><\/p>

Will only run if the fourth Notifiable Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter notifiable person 5<\/strong><\/p>

Will only run if the fifth Notifiable Surname is not empty<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Send LPA to OPG for Registration<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter OPG send LPA for registration<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASE_OPG – 10 Weeks Chase OPG if a reply has not been received.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Client Confirm LPA Registered<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client confirm LPA registered with OPG <\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASE_OPG<\/p><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[36],"class_list":["post-16396","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-private-client"],"acf":[],"yoast_head":"\nLasting Power of Attorney - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our LPA workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lasting Power of Attorney - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our LPA workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/lasting-power-of-attorney\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-06T08:23:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/11\/image.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/lasting-power-of-attorney\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/lasting-power-of-attorney\/\",\"name\":\"Lasting Power of Attorney - 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