preliminary requirements for the production of an enduring power of attorney

Basic Information

(unless I know you already) I need evidence of your identity - in order to comply with the Anti Money Laundering Regulations - simply the same as if you were opening a bank account, that is photographic evidence (your passport or driving licence) and a utility bill to confirm your address. I also need to know your date of birth, your occupation and your marital status.

Your doctor will have to certify that you are mentally capable of signing the document so you need to give me his/her name address and contact number.

You may choose one or more reliable people as you attorney(s) to act on your behalf in the event of your becoming incapable of looking after your own affairs. I need the names addresses and contact numbers for the selected person(s).

You are required to give notice of the making of the power to two of your closest relatives (other than than attorney(s) I need the names, relationship, addresses and contact numbers for the selected person(s) At least one of these people must be your spouse, if living with you. If you are unmarried, widowed or separated, notification must be given to a child of the donor (if applicable) or otherwise to any relative (i.e. parent, sibling, grandchild, widow/er of child, nephew or niece).

Further Points

If you give your attorney(s) general power in relation to all your property and affairs, they will be able to deal with your money or property as they think best and they may for example sell your house. If you do not want your attorney(s) to have such wide powers, you can include any restrictions you like. I will discuss this aspect with you when we meet.

Although you need not do so you could name any person you would like the attorney to consult so that the attorney can have regard to that person's views as to your wishes and feelings and as to what would be in your best interests. You will need to let me know the name address and contact number for any such person so that reference may be made to the person concerned in the document.

You may also appoint an attorney or attorney(s) to act in the event that the original attorney is unable or unwilling to act. I need the names, relationship, addresses and contact numbers for any such person(s)

HERE you will see more information concerning the Powers of Attorney Act 1996 - I ask you to please read these notes carefully and let me know if there is any aspect which you require clarified.

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