The Enduring Power of Attorney Workbook has been designed to support you (the Estate Planner), and your Power of Attorney in planning for the future. The Enduring Power of Attorney comes into effect when the Estate Planner is no longer able to care for his or her own affairs.
Assigning an Enduring Power of Attorney is a legal activity in which you (the Estate Planner) appoint someone to act on your behalf should you for some reason be unable to manage your own financial or legal responsibilities.
The legal Enduring Power of Attorney document outlines which activities your Enduring Power of Attorney can undertake on your behalf and under what circumstances. These activities are strictly governed by law. Generally speaking, your Power of Attorney will be required to take on and manage your financial responsibilities as well as represent you in legal matters.
To be considered legal, the documents must be created while you are still capable of making the decisions about whom you wish to name as your representative and the specific contents that are itemized in the documents. The Will is a legal document outlines which activities the Power of Attorney can undertake; however, that document does not cover all of the details your representative will need to ensure your wishes are carried out appropriately.
This workbook will walk you through a series of considerations that will help ensure you and your appointed representative establish a mutual understanding.
Click here to view the Table of Contents to gain a sense of the value and practicality of the Workbook. (will open in a new page)