When It Applies

Not For

• Granting authority without tailored legal advice.
• Using a power of attorney where capacity, fraud, coercion, property transfer, bank rules, foreign use, or notarial requirements need specialist review.

Documents

• ID documents
• Draft power of attorney
• Existing authority documents
• Institution forms
• Company or trust records
• Resolutions
• Property or bank records
• Travel or foreign-use details
• Revocation notes
• Question list

Timeline

• Before consultation: define the authority and list parties.
• Before signing: collect identity, authority, institution, and signing records.
• During consultation: confirm document type, signing route, limits, and revocation steps.
• Afterwards: save final versions and notify relevant institutions.

Tips

• Keep the authority narrow enough for the actual purpose.
• Ask the receiving institution whether it requires its own form.
• Do not send original identity or property records without knowing who holds them and why.
• Record how and when the authority should end.

Warning Signs

• There is pressure to sign a broad authority quickly.
• Capacity, consent, identity, or fraud risk is unclear.
• The document will be used for property, foreign, bank, estate, company, or trust steps.
• An institution rejects the document or asks for different wording.