Wills Instructions Sheet
a Power of Attorney
- checklist -
Consider, while you are able, signing a Power of Attorney or a Representation Agreement to appoint another person to make decisions respecting your financial affairs and/or any medical decisions required to be made for you should you be physically or mentally unable to make those decisions yourself.
Details to the authority to be granted must be discussed with me prior to preparing these documents (e.g. joint attorneys / representatives, medical decisions, land decisions, access to your safety-deposit box, etc.)
Your full legal name: ___________________________________________________________
Home address: __________________________________
__________________________________
__________________________________
Telephone (H): __________________________________
(W): __________________________________
Email: __________________________________
Occupation: __________________________________
Person(s) to be appointed:
Name Address Occupation Relationship to you
__________________________________________________________________________________
__________________________________________________________________________________
Name an alternate should the first appointee be unable to act:
Name Address Occupation Relationship to you
__________________________________________________________________________________
__________________________________________________________________________________
................
................
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