9,075
edits
Difference between revisions of "Your Attorney Toolkit"
Jump to navigation
Jump to search
no edit summary
Drew Jackson (talk | contribs) |
Drew Jackson (talk | contribs) |
||
| Line 4: | Line 4: | ||
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? | ✅'''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. | ✅'''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 | ✅'''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.) | a copy as a true copy of the original document.) | ||