First meeting
We'll catch up and discuss your circumstances. To give you the best advice it helps for us to understand a little about your family, your assets and whether you need a power of attorney for use now or for storing away in case it is needed later on. It's important to make sure your document is going to be practical and appoints the right person (or people) who will carry out their duties as attorney acting in your best interests and in a manner which is consistent with your values.
At the end of the meeting we will usually book you in for another meeting about two weeks later.
What happens next?
After our meeting, we'll draft your power of attorney to make sure it is accurate and that it reflects the instructions you gave us.
Signing your Power of Attorney
We'll catch up again to check, discuss and sign your power of attorney. There are special signing rules and you'll need to sign in front of your lawyer (who is a "qualified witness") as well as another member from our team who will act as the second witness.
Once signed, we'll work with you to make sure that your attorneys can sign a statement to accept their appointment as your attorney, and then we can store your original document away in our records on your behalf.
It is common for people to make Powers of Attorney at the same time as making their will and appointing a medical treatment decision maker and we can take instructions from you to assist with all of these documents at once (no need to make separate appointments).