9,075
edits
Difference between revisions of "Your Attorney Toolkit"
From Clicklaw Wikibooks
→New attorney checklist
Drew Jackson (talk | contribs) |
Drew Jackson (talk | contribs) |
||
| Line 3: | Line 3: | ||
==New attorney checklist== | ==New attorney checklist== | ||
When you start as an attorney under a power of attorney, here are the first things you should do. | When you start as an attorney under a power of attorney, here are the first things you should do. | ||
✅ '''Review the power of attorney document.''' Understand when it takes effect and what powers it gives you. Are there multiple attorneys? Does it provide for you to be paid? | |||
✅ '''Discuss your role with the adult.''' Talk with the adult about your role. Be clear on when you will start acting as their attorney. Discuss how you will support them in making decisions. Review how you will keep records. | |||
✅ '''Deliver copies of the power of attorney.''' Contact any banks, businesses or people that the adult deals with and give them copies of the power of attorney. (If required, a lawyer or notary public can certify a copy as a true copy of the original document.) | |||
✅ '''Make a list of the adult’s property and liabilities.''' Make an inventory of the adult’s property and liabilities as of the date when you start to act on their behalf. Include an estimate of the value of the property and liabilities. See below for details. | |||
✅ '''Make a budget.''' Prepare a budget of the adult’s income and expenses. See below for details. | |||
✅ '''Set up record keeping.''' Set up a filing system for the records you will keep. See below for details. | |||
✅ '''Review adult’s insurance.''' Make sure the adult’s property is adequately insured. | |||
==Inventory== | ==Inventory== | ||
