My EPAs

An Enduring Power of Attorney (EPA) is a document which allows you to appoint people you trust to make decisions for you. The people appointed are called your attorneys

There are two types of EPA, one covers your property affairs (i.e. your assets and liabilities) and one covers your personal care and welfare affairs (i.e. your health).

You can appoint more than one attorney under your EPA for Property, however under your EPA for Personal Care and Welfare you can only appoint one attorney at a time. You can also name successor attorneys under EPAs, who can act as your attorney if the prior attorneys are incapacitated or deceased.

Another important distinguishment between the two types of EPA is an EPA for Personal Care and Welfare only takes effect if you are deemed to be ‘mentally incapable’ by a medical practitioner. Conversely, under an EPA for Property, the person creating it can select whether it takes effect on signing or only in the event of mental incapacity.

If a person loses mental capacity without having EPAs in place, their family or representatives need to make applications to the Family Court for the same decision-making powers, which can be time-consuming, expensive, and stressful during an often already difficult time.

Completing The Firm’s EPA questionnaire

The information provided in this form is confidential and will be used solely for the purpose of providing legal services to you.

If you are a couple completing this form, please complete one form each.

Our EPAs form does not have a save feature so please allow enough time to complete it before submitting.

If you run out of time, please submit what you have completed and we can cover off the missing details with you in due course.

1. Full Name (please advise of any other names you are known by)

First Name

Last Name

2. Date of Birth

3. Phone Number

4. Physical Address

5. Email Address

6. Occupation

7. Do you have existing EPAs? If so, please explain where these are held

8. EPA for Property:

a. Attorney:

Who would you like to appoint as your attorney under your EPA for Property? Please provide their full name/s, address/es, occupation/s, and relationship/s to you.

b. Successor attorney/s:

Would you like to appoint one or more successor attorneys as a back up to the person or people you have named as your property attorney/s? If so, please provide their full name/s, address/es, occupation/s, and relationship/s to you.

c. Consultation obligations:

Do you want your attorney/s and/or successor attorney/s to consult with any other people if they are acting on your behalf under your EPA for Property? If so, please state:

i. Whether you would like this consultation obligation to apply to your attorney/s and successor attorney/s, only to your successor attorney/s, or some other arrangement;

ii. Please provide the full name/s, address/es, occupation/s and relationship/s to you of the person or people you would like to be consulted with.

d. Information obligations:

Do you want your attorney/s and/or successor attorney/s to provide information to any other people if they are acting on your behalf under your EPA for Property? If so, please state:

i. Whether you would like this information obligation to apply to your attorney/s and successor attorney/s, only to your successor attorney/s, or some other arrangement;

ii. Please provide the full name/s, address/es, occupation/s and relationship/s to you of the person or people you would like to receive information.

9. EPA for Personal Care and Welfare:

a. Attorney/s:

Who would you like to appoint as your attorney under your EPA for Personal Care and Welfare? Please provide their full name, address, occupation, and relationship to you. Please be advised you can only appoint one attorney at a time under an EPA for Personal Care and Welfare.

b. Successor attorney/s:

Would you like to appoint one or more successor attorneys as a back up to the person you have named as your personal care and welfare attorney? If so, please provide their full name, address, occupation, and relationship to you. If you have named more than one person, could you please rank them in order of priority as you can only appoint one attorney at a time under an EPA for Personal Care and Welfare.

c. Consultation obligations:

Do you want your attorney and/or successor attorney/s to consult with any other people if they are acting on your behalf under your EPA for Personal Care and Welfare? If so, please state:

i. Whether you would like this consultation obligation to apply to your attorney and successor attorney/s, only to your successor attorney/s, or some other arrangement;

ii. Please provide the full name/s, address/es, occupation/s and relationship/s to you of the person or people you would like to be consulted with.

d. Information obligations:

Do you want your attorney and/or successor attorney/s to provide information to any other people if they are acting on your behalf under your EPA for Personal Care and Welfare? If so, please state:

i. Whether you would like this information obligation to apply to your attorney and successor attorney/s, only to your successor attorney/s, or some other arrangement;

ii. Please provide the full name/s, address/es, occupation/s and relationship/s to you of the person or people you would like to receive information.

By completing this form, I agree I am instructing The Firm to draft Enduring Powers of Attorney for me and I have read and accept their Letter and Terms of Engagement. I understand The Firm may contact me for further information to complete my Enduring Powers of Attorney.

View the letter and terms of engagement here.

I/we agree

My EPAs

Completing The Firm’s EPA questionnaire

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