Your professional consultant that helps you with the drafting of your power of attorney will ask you a number of questions that are designed to ensure that you know exactly what you’re doing, that you’re making your own choices and that you complete the paperwork correctly.
After we’ve talked about a power of attorney (called a Lasting Power of Attorney in England and Wales) we’ll ask you to briefly explain what one is so we can be sure you know enough about the document and what it will do for you, your family, your partner and your colleagues.
We’ll ask you who suggested that you make a power of attorney (POA)? We want to ensure that you’re not making one under someone else’s influence to gain access to your money and property, unlawfully.
Asking you why you want to make a POA will help us know what suggestions we can make to guide you to the best result.
Who you are appointing as attorneys is most important. We won’t tell you who to appoint, but we can give you plus and minus points about different arrangements.
Why have you appointed those people - is another question we’ll ask you. We want to ensure that they’re capable, knowledgable and not pressurising you.
What powers do you want to give to your attorneys? Do you understand what those powers mean?
We’ll ask you (alone) if anyone has pressurised you into making the POA. We won’t allow an illegal action to take place.
We’ll take notes of anyone present during the original meeting and the signing process to ensure that you’re doing what you would like, when you want to, in the manner that you desire
After all, we’re here to help you.
Filed under: Legal Advice
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