Skip to content
Menu

Power of Attorney Quote

    Your Power of Attorney

    There are 2 types of power of attorney:

    • A general power of attorney authorises your attorney(s) to act on your behalf and make decisions in relation to your legal and financial matters. It will become invalid if you lose your mental capacity (ie, you are unable to make your own decisions).
    • An enduring power of attorney is the same as a general power of attorney except that an enduring power of attorney continues to be effective even after you lose your mental capacity. Most of our clients ask for the enduring power of attorney because it ensures that someone can continue to managing their affairs when they cannot.

    Which type of power of attorney do you wish to create?
    General Power of AttorneyEnduring Power of Attorney

    Attorney Powers and Limitations

    What is the purpose of your power of attorney? By default, your power of attorney allows your attorney(s) to manage ALL of your legal and financial affairs on your behalf. If you wish to change this or make it more specific, please include/clarify your instructions in this part.

    Do you want your attorney(s) to deal with real estate on your behalf?
    YesNo

    If you want your attorney(s) to deal with real estate on your behalf, your power of attorney must be registered with the Land Titles Office. We can assist with the registration process at the appropriate time.

    Do you want to limit your attorney(s) powers in any way? If so, list below. If not, just write 'NIL'.

    When do you want the appointment of your attorney(s) to be effective?
    ImmediatelyOnce your attorney(s) accepts their appointmentOnce a doctor determines that you are unable to manage your affairsOnce your attorney(s) determines that you need assistance with managing your affairsOther (please specify)

    Appointment of Attorney(s)

    How many attorneys do you wish to appoint?

    Generally, we do not recommend appointing more than 3 attorneys (unless there is a specific justifiable reason) because 'too many' attorneys can create unnecessary complications, confusion, and conflict between your attorneys and make the general management of your affairs more challenging. If you change your mind, change the selection above BEFORE completing any further steps. Any changes afterwards will erase any information you have already entered about your attorney(s) below.

    How do you want to appoint your attorneys?
    IndividuallyJointlyAlternatively

    Individually or 'jointly and severally' means your attorneys can act independently of each other. This is generally the assumption or default appontment.

    Jointly means your attorneys must act together.

    Alternatively (or substitute) means a subsequent attorney can only act if the prior attorney is unwilling, unable or unavailable to act (ie, you appoint your second attorney to act if your first attorney is unable or unavailable to act)

    If one or more attorney is unwilling, unable or unavailable to act, what do you want to happen to the joint appointment?

    You want the appointment of the remaining attorneys to continueYou want the appointment of all attorneys to end

    Your Attorney's Information

    Your attorney's full legal name

    Your attorney's email address

    Your attorney's phone number

    Your attorney's address




    Their relationship to you

    Your 2nd Attorney's Information

    Your 2nd attorney's full legal name

    Your 2nd attorney's email address

    Your 2nd attorney's phone number

    Your 2nd attorney's address




    Your 2nd attorney's relationship to you

    Your 3rd Attorney's Information

    Your 3rd attorney's full legal name

    Your 3rd attorney's email address

    Your 3rd attorney's phone number

    Your 3rd attorney's address




    Your 3rd attorney's relationship to you

    Additional Attorneys' Information

    Generally, we do not recommend appointing more than 3 attorneys as 'too many' attorneys can create unnecessary complications, confusion, and conflict between your attorneys and make the general management of your affairs more challenging.

    For more than 3 attorneys, please provide the additional details of those attorneys (in the same format as above) in the box below. If you do not wish to add other attorneys, please go back to change your selection on the number of attorneys that you wish to appoint.

    General Comments

    If there is anything else you want to ask or add, include that here. Generally, what you write here would not be included in the power of attorney but it may assist us in determining whether you require further advice or assistance.

    Additional Information

    Would you also like to receive information about making an enduring guardianship? The power of attorney only applies to legal and financial matters, but it does not authorise your attorney to make decisions about your care and welfare. You must appoint an enduring guardian to look after your care and welfare if you want someone to make those decisions for you if you are unable to look after yourself.
    Yes, please send me more information about making an enduring guardianship.No, I do not want to receive more information at this time.

    Would you also like to receive information about making or updating a Will? The power of attorney is only relevant while you are still alive. If you have passed away, your attorney under both a general power of attorney and an enduring power of attorney will no longer be authorised to do anything on your behalf. Your estate will be handled by your executor (if you have a Will) or an administrator (if you do not have a Will).
    Yes, please send me more information about making or updating my Will.No, I do not want to receive more information at this time.

    Your Details

    Your full legal name

    Your email address

    Your phone number

    Your address