We simplify the complex by handholding you through every step of arranging your POA, reducing the pressure you may feel with this overwhelming process. We do the administrative forms, applications and communicate with all those involved. POA can be set up whatever your age, we think – the sooner the better!A relationship manager will work with you to update you, give you guidance and make sure you understand each stage of the process. We continue to review your choice of attorney throughout your lifetime to always reflect your current situation.
How the process works
Achieving the best results involves taking you on a logical, straightforward journey. Here are the steps we’ll take together:
To meet one another, understand your current situation and goals
Your personal case manager will explain the step by step process involved in setting up the POA
We will handhold you through any forms that need completing
We will complete the administrative actions and submit your application to the Office of the Pubic Guardian (OPG)
Originals are sent to you, and copies to your attorneys, for storing.