Apply for review of an enduring power of attorney
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the instrument, bank and property records, correspondence and medical reports, build a table of the concerns about the making or the use of the power, each tied to a document, a source-tagged transaction schedule, and draft the application form content describing the orders sought.
- What the lawyer must review
- Confirm the client is an interested person, decide whether to challenge the making, revocation or operation of the power and which orders to seek, settle the application, and prepare any evidence without the tool.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the instrument, bank and property records, correspondence and medical reports, build a table of the concerns about the making or the use of the power, each tied to a document, a source-tagged transaction schedule, and draft the application form content describing the orders sought. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Check each concern and transaction against its source document.
- Confirm the applicant is an interested person.
- Confirm the orders sought match what the tribunal can make.
- Check the output against the source documents named in it before it is relied on.
Sources
- Powers of Attorney Act 2003 (NSW) s 36 · 2026-10-18
- NCAT: Review of an enduring power of attorney fact sheet · 2026-10-18
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.