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Power of attorney checklist

Power of attorney hands decisions to someone else if you ever can't make them yourself — decide who and for what before the paperwork is drawn up.

12 items

Makes your own editable copy. No account needed.

The items

  1. Type decidedFinancial decisions, health and welfare decisions, or both — check the current rules on what's available.
  2. Attorney or attorneys chosenSomeone trusted completely — this is a significant amount of authority to hand over.
  3. Replacement attorney namedIn case the first choice is ever unable to act.
  4. Whether attorneys must act together or can act separately, decided
  5. When it takes effect decidedImmediately, or only if capacity is later lost.
  6. Solicitor booked to draw it up
  7. Registration arrangedIt generally can't be used until registered — check the current rules on how long that takes.
  8. Copies given to the attorney or attorneys
  9. GP or care team told, if health and welfare decisions are included
  10. Bank told, if a financial power of attorney needs registering with them separately
  11. Existing will checked for consistency with who's been appointed
  12. Reviewed after any major changeA house move, a falling-out with an attorney, or any change of mind.

Makes your own editable copy. No account needed.

Questions people ask

Can I write this myself instead of using a solicitor?
There's an official process to follow, and a solicitor is the safest way through it — getting it wrong can mean it isn't valid when it's actually needed.
When does it start being usable?
That depends on the type chosen and the decision made when it's set up — some take effect immediately, others only if capacity is later lost. Check the current rules.
Can it be registered later, once it's already drawn up?
It generally needs registering before it can actually be used, which can take time — check the current rules on timing so it isn't left until an emergency.