6 Stages of Making a Power of Attorney
6 August 2020 | Wills, Trust & Probate |
Find 6 Stages of Making a Power of Attorney
- Initial Stage
- The first step is to contact Fishers to arrange a meeting to discuss your requirements. We will send you confirmation of the appointment.
- First Meeting
- When you attend an initial meeting with one of our friendly team, we will discuss your requirements and explain the different types of Powers of Attorney and how they may be of benefit.
- We will answer any queries you may have about how Powers of Attorney work, and the different types of decisions that each Power of Attorney can be used for. We will discuss who you should ask to be your Attorneys, and how they can be appointed to assist you, and help you consider the best way forward for you.
- After the First Meeting
- We will send you a summary of our discussions and your instructions, with our Terms and Conditions of Business information. You will need to sign this and return it to us along with your identification, so that we can begin preparing draft documents.
- Once we have received this, we will prepare draft Powers of Attorney for you to check through.
- Discussion Stage
- We then liaise with you to ensure the documents are exactly the way you want them, and that you fully understand all of the implications. The documents can be amended as required, to make sure you are completely happy with them.
- Signing Stage
- When you are happy with the Powers of Attorney, we arrange a further appointment for you to sign the documents.
- Once you have signed, your Certificate Provider needs to sign. The Certificate Provider’s job is to discuss the Power of Attorney with you and ensure you are happy with what you are signing. This is a role we usually complete on behalf of our clients.
- Once the Certificate Provider has signed, your Attorneys (the people you are appointing) need to sign. We can assist with obtaining their signatures, if they are not able to attend with you.
- The order for signing is strict, and the Power of Attorney will be rejected if the correct order has not been followed. We will make sure all signing formalities are dealt with correctly.
- Registration Stage
- Once everyone has signed, we will then deal with the registration formalities. Your Power of Attorney needs to be registered with the Office of the Public Guardian before it is legally effective. It cannot be used until the registration process has been completed. We will deal with all of the registration procedures for you.
- Once your Power of Attorney has been completed and registered, we can store the signed documents for you, and provide copies for you to keep at home.
Here at Fishers Solicitors, we aim to bring you a first-class Power of Attorney service. Our solicitors are highly qualified specialists, and many hold membership of The Society of Trust and Estate Practitioners, and Solicitors for the Elderly. This showcases their experience and expertise, and our commitment to the highest standards of client care. Our experts are friendly, approachable and understanding, and can help you make new Powers of Attorney specifically tailored to your personal circumstances, without any stress or worry.
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