Power of Attorney (POA)

A Lasting Power of Attorney (POA) is a legal agreement where you choose a loved one, who you trust, to make decisions on your behalf in the event that you are physically or mentally unable to.

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Why choose us?

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.

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How the process works

Achieving the best results involves taking you on a logical, straightforward journey. Here are the steps we’ll take together:


Initial Conversation

To meet one another, understand your current situation and goals

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Process Explained

Your personal case manager will explain the step by step process involved in setting up the POA

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We will handhold you through any forms that need completing

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Application submitted

We will complete the administrative actions and submit your application to the Office of the Pubic Guardian (OPG)


Final documents

Originals are sent to you, and copies to your attorneys, for storing.

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