The donor is the client.
First Appointment – what do we need and what to bring:
- Identity documents.
- Your full name, address, telephone number, date of birth, occupation and National Insurance number.
- The full names and addresses of the people you intend to appoint as attorneys. We normally recommend at least two, so that if one goes on holiday, the other can pay your bills.
- As most married couples go on holiday together, and drive around together, we would suggest you have at least one ‘spare’ attorney to avoid problems if the others are unable to act. The Lasting Power of Attorney form does allow you to appoint a replacement attorney if you wish.
- An independent person must confirm you know how much responsibility you are giving to your attorneys and that they will be able to deal with your financial affairs at a time when you may not be able to check that they are acting in your best interests. We can often act as certificate provider if the power is signed at our offices or we will need the name and address of such a person.
- Before the power of attorney can be registered, people you have chosen for this purpose will be notified. If you are not mentally capable at the time of registration then you will be relying on them to raise any concerns they may have at that stage. We will need the names and addresses of the people you have chosen (no more than 5).