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When is the Power of Attorney kit unsuitable? When should I consider a face-to-face appointment?

If you have complex legal, medical or financial affairs you should get professional estate planning and/or legal advice. For example, you should seek such advice if:

  • you have problems completing any aspect of the forms;
  • you have a complex family situation, complex medical issues or complex financial arrangements (which could involve substantial assets or arrangements involving trusts);
  • your appointment of an attorney is likely to be challenged by disgruntled persons;
  • you have concerns about your capacity to appoint an attorney;
  • you intend to use the power of attorney document outside of Australia, or in a different State or Territory; or
  • the person who intends to use the kit is visually impaired or unable to read or write in English.

If any of these circumstances applies to you, or you are unsure about how to proceed, you must seek the assistance of an estate planning professional.

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