Your Lasting Power of Attorney appointment checklist
Here’s what you’ll need to think about before your appointment. You may find it helpful to write down your wishes before our call so everything’s in one place.
Choosing your attorneys
Your attorneys should be people you trust to look after your health and finances, and they’ll also need to be over 18. You can choose up to four attorneys if you wish, but most people appoint two along with a couple of backups.
Decide who you want to appoint as your attorneys – you can choose different people as your health and financial attorneys if you wish
Your attorneys’ full names, dates of birth and addresses
Your backup attorneys’ full names, dates of birth and addresses
Your legal instructions
Your health and financial LPAs will include instructions for your attorneys to follow if you lose the ability to make your own decisions. We can chat about this in more detail during our appointment, but it’s worth having a think between now and then.
Make a note of any instructions you want your attorneys to follow (E.g. My attorneys must continue donating to charities I’ve supported or have a standing order with)
Make a note of anything you don’t want your attorneys to do (E.g. My attorneys must not sell my home unless, in my doctor’s opinion, I can’t live independently anymore)
Your non-legal guidance
Your health and financial LPAs can also include guidance to help your attorneys make decisions for you. Again, we can chat about this in more detail during our call.
Make a note of any guidance you’d like to leave about your finances (E.g. I’d like my attorneys to speak to my doctor if they think I can no longer make decisions about my home)
Make a note of any guidance you’d like to leave about your health and welfare (E.g. I’d like to spend time outdoors at least once a day)
What happens next?
We’ll be in touch soon for your appointment, then we’ll write up your LPAs and post them to you within 10 working days. We’ll also explain what to do to make them legally valid.
If you have any questions at all, please give us a call on 020 3695 2090.