A lawyer plays a crucial role in helping individuals set up and manage an Enduring Power of Attorney (EPOA), which allows someone (the "principal") to appoint another person (the "attorney") to make decisions on their behalf if they become mentally incapacitated or unable to manage their own affairs. Here's how Top Tier Lagel can assist with enduring powers of attorney:
1. Explaining the Concept and Importance of an EPOA
- Clarifying the Role of the Attorney: A lawyer can explain the function of an EPOA, which enables the appointed attorney to make legal, financial, and sometimes medical decisions for the principal. The lawyer ensures the principal understands that the power remains in effect if the principal becomes mentally incapable of making decisions.
- Discussing the Scope of Authority: A lawyer will help the principal understand the range of powers they can grant to the attorney, including managing financial matters, signing contracts, making medical decisions, and more. The principal can decide whether the powers will be broad or limited in scope.
2. Advising on Choosing the Right Attorney
- Selecting a Competent Attorney: The lawyer assists the principal in choosing a trustworthy and capable attorney who will act in the principal's best interests if the principal becomes incapacitated. The attorney can be a family member, friend, or professional, but it’s important that the person is reliable and understands the principal’s values and preferences.
- Discussing Multiple Attorneys: If the principal is uncertain about one person, a lawyer can advise them on whether to appoint multiple attorneys (jointly or severally), such as one for financial matters and another for healthcare decisions. The lawyer also helps set out what happens if one attorney becomes unable or unwilling to act.
3. Drafting the Enduring Power of Attorney Document
- Creating a Legally Valid Document: The lawyer drafts the EPOA document according to the relevant laws and regulations in the jurisdiction. This includes ensuring the document includes the principal’s wishes, the powers granted, and any specific instructions regarding the attorney’s duties.
- Specific Instructions: The lawyer can assist the principal in specifying limitations on the attorney’s powers. For example, the principal may restrict the attorney from making certain financial decisions or wish to include specific instructions regarding their healthcare.
- Incorporating Safeguards: A lawyer can advise on including safeguards to prevent abuse, such as requiring the attorney to provide regular updates to the principal's family or a third party. They can also help set up periodic reviews of the EPOA to ensure it remains in line with the principal's intentions.
4. Ensuring Legal Requirements are Met
- Witnessing and Execution: Most jurisdictions require specific formalities when creating an EPOA, such as witnessing by a third party, and the lawyer ensures that these requirements are met. This helps ensure the document is legally binding and enforceable when needed.
- Capacity Assessment: The lawyer may need to confirm that the principal is mentally competent at the time of creating the EPOA, ensuring that they understand the document and the powers they are granting. This is especially important to prevent any challenges to the EPOA’s validity later on.
5. Explaining the Principal’s Rights and Protections
- Rights to Revocation: A lawyer will explain to the principal that the EPOA can generally be revoked or altered at any time as long as the principal is mentally competent. If the principal’s circumstances change, a lawyer can assist in revoking or amending the EPOA to reflect new wishes.
- Safeguards Against Abuse: The lawyer can explain the protections in place to prevent the attorney from misusing the powers granted, and how the principal can take legal action if the attorney acts against their interests. The lawyer may also discuss options for appointing a trusted third party to oversee the attorney’s actions.
6. Advising on Financial and Healthcare Decisions
- Financial Powers: If the principal is concerned about managing financial matters in the future, the lawyer can specify in the EPOA the financial powers the attorney can exercise, such as handling bank accounts, paying bills, or managing investments. The lawyer will ensure the attorney's actions are consistent with the principal’s wishes, especially regarding large transactions or property sales.
- Healthcare Decisions: If the EPOA includes authority for healthcare decisions, the lawyer can assist in drafting provisions for medical treatment preferences, such as life-support decisions, medical procedures, and end-of-life care, ensuring the attorney can act in accordance with the principal’s wishes if they become incapable of expressing them.
7. Ensuring Ongoing Validity and Compliance
- Periodic Reviews: Over time, a person’s circumstances, relationships, or wishes may change. A lawyer can advise the principal on periodically reviewing their EPOA to ensure it remains up to date with any changes in their health, family situation, or preferences. This is especially important as the principal gets older or experiences major life events.
- Updating or Revoking the EPOA: If needed, the lawyer can assist in updating the EPOA document to reflect any changes in the principal’s wishes or the appointment of a new attorney. If the principal’s mental capacity declines and they want to appoint someone new or revoke the attorney’s powers, the lawyer can guide them through that process.
8. Providing Guidance if the Principal Becomes Incapacitated
- Activation of the EPOA: Once the principal is no longer capable of making decisions, the EPOA becomes effective. The lawyer can assist the appointed attorney in understanding how to activate the EPOA, including providing evidence of the principal’s incapacity if required by the jurisdiction (e.g., a doctor’s certificate).
- Assisting the Attorney: If there is any confusion or difficulty in interpreting the powers granted in the EPOA, the lawyer can offer guidance to the attorney on how to act within the scope of their authority. They will ensure that the attorney is acting in the principal's best interests and in accordance with their wishes.
9. Handling Disputes or Challenges
- Contesting the EPOA: If there are concerns about the validity of the EPOA or the actions of the appointed attorney, a lawyer can represent the principal, their family, or the attorney in disputes. This might involve resolving conflicts between family members over who should act as the attorney or challenging the attorney’s conduct.
- Addressing Abuse or Misuse: If the appointed attorney misuses their powers or acts outside the scope of authority granted, the lawyer can assist the principal (or their family) in taking legal action, including seeking to revoke the attorney’s powers or even pursuing criminal charges if applicable.
10. Providing Additional Legal Support for Family Members
- Guidance for the Family: In cases where the principal becomes incapacitated and the EPOA is activated, the lawyer can offer advice to the family about the legal process and the rights of the attorney and other family members. This may include how to contest or challenge the validity of the EPOA if necessary, or understanding how the attorney is legally required to manage the principal’s affairs.
- Resolving Family Disputes: Sometimes, family members may disagree about the choice of attorney or how the attorney is managing the principal’s affairs. A lawyer can help mediate disputes and offer legal advice to ensure the principal’s best interests are being upheld.
11. Enduring Power of Attorney vs. Other Powers of Attorney
- Distinguishing from Ordinary Powers of Attorney: A lawyer will help clarify the difference between an ordinary power of attorney and an enduring power of attorney. While an ordinary power of attorney is only valid when the principal is mentally capable, an EPOA continues to be effective if the principal loses mental capacity, which is the main distinction.
- Explaining Limited or General Powers of Attorney: A lawyer can also explain the differences between limited or general powers of attorney and an enduring power of attorney. They help the principal determine which type is most appropriate based on the individual’s needs and wishes.