Template

Power of attorney preparation checklist

What to have ready before talking to a parent, or a solicitor, about a lasting power of attorney.

Reviewed 2026-07-22T12:23:34
Download the templateExecutor-duties-checklist-—-FamilySafe.pdf

The conversation goes far more smoothly with a little preparation, and an LPA can only be made while the person still has mental capacity, so it is a job best done early.

What is in it

  • The two types of LPA and what each covers.
  • The people: attorneys, replacements, and the certificate provider.
  • Whether attorneys act together or separately.
  • Full names, dates of birth and addresses for everyone involved.
  • An outline of the finances the property and affairs LPA would cover.

How to use it

Read it through before the conversation so nobody is working things out on the spot, then bring it with you to the appointment.

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Power of attorney preparation checklist | FamilySafe