• Personal background information, including finances, as required for overall estate planning.
  • Additional information for powers of attorney for property includes: names and addresses of persons to be appointed as attorneys; what restrictions may apply such having a separate power of attorney for property with respect to select items of property; types of decisions the attorneys are authorized to make such as engaging in tax planning, making of gifts or providing support to dependants; and whether the attorneys can benefit from their role such as being able to receive gifts or purchase property from you. Another issue to be addressed is compensation for the attorneys.
  • Additional information for powers of attorney for personal care includes: names and addresses of the persons to be appointed; any restrictions in the use of the power of attorney; special instructions about treatment and care such as end of life decision making; organ and tissue donation instructions; who can have access to information about your care and treatment other than the attorney; and who you are willing to have visit you or not visit you.

For assistance, use the PDF Get Started – Power of Attorney Planning booklet available on the Forms page. This should be used in conjunction with the PDF Get Started – Estate Planning (long or short form) booklet also available on the Forms page.