Power of attorney (POA)

A power of attorney (POA) is a legal document that allows someone you have appointed to act on your behalf if you are not able to do so. There are 2 different types of POA, one is for your financial affairs and the other one for your health. Getting one in place before it is required could be important if it is going to be needed soon, recently delays of up to 6 months have been reported.

Steps to setting up your power of attorney

1

Do you need a Power of attorney?

As soon as you have any assets, especially if you share a home or bills with someone and you do not have joint accounts. Why you should get a power of attorney.

2

Decide which POA you will set up

A financial POA allows someone to access your bank accounts and pay bills on your behalf. A health POA can make decisions about your treatment if you can not. Understand different types of POA

3

Choose your attorneys

Choose people you trust will carry out your wishes. They need to agree and be available, well organised, and digitally savvy. What it is like to be a power of attorney

4

List key information for your attorneys

Your attorneys can only act on your behalf if you have listed your wishes, in terms of your health needs, you will need a living will. If financial they need to know where your accounts are.

Digital store

View an example of a digital store which details out your assets, bills and social media wishes.

5

Write up your POA

This can be done through a solicitor or can be done yourself through the government website and registered with the Office of public guardian. Steps to create a POA

In this guide

Jargon buster

Digital store

A secure place to store key documents and information if you are ill or pass away. Access to the store will be given to your executors or power of attorneys.

Office of the Public Guardian

The organisation responsible for registering power of attorney and investigating any misconduct.

Enduring Power of Attorney

The old term for lasting power of attorney, phased out in 2007.

Donor

The person who appoints an attorney to act on their behalf.

Attorney

The person you have chosen to act on your behalf, who is named in your power of attorney.

POA

Stands for Power of attorney, document allowing someone else to act on your behalf.

Mental capacity

The ability for someone to make their own decisions.

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