Draft an enduring power of attorney (financial) from the instructions
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft on the current prescribed form from the instructions, with a checklist of decisions (start date, multiple attorneys, gifts, conflicts) still to confirm.
- What the lawyer must review
- Use the current prescribed form
- Handle capacity and execution yourself
- Confirm who is appointed and whether a later instrument revokes this one
- 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 | Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Enduring power of attorney (ACT approved form AF2017-45): completion guide | Form | AI use Yellow | Link to approved form AF2017-45, the enduring power of attorney under the Powers of Attorney Act 2006 (ACT), section 96. |
| Enduring power of attorney (Victoria, Powers of Attorney Act 2014): forms, witnessing and completion guide | Form | AI use Yellow | Link to the Victorian fillable enduring power of attorney forms and the Office of the Public Advocate guide, with the rules on capacity, personal and financial matters, multiple attorneys, the two-witness requirement and who cannot witness. |
| Enduring power of attorney (Queensland, short form and long form): choosing the form, attorney eligibility and witnessing | Form | AI use Yellow | Link to the Queensland Government's guide to making an enduring power of attorney, with the short and long forms, attorney eligibility, multiple attorneys, the eligible witnesses and what they certify, and attorney acceptance. |
| Enduring power of attorney (Western Australia): information kit, when it starts, and what it does not cover | Form | AI use Yellow | Link to the WA Government's enduring power of attorney page and information kit, with a guide to who can make one, choosing when it starts, the State Administrative Tribunal's role, its limit to property and financial affairs, and revocation. |
| Advance Personal Plan (Northern Territory): completion guide | Form | AI use Yellow | Link to the Northern Territory Advance Personal Plan form. |
| Enduring power of attorney (South Australia): the Legal Services Commission kit, lodging for real estate, and revocation | Form | AI use Yellow | Link to the SA Government's guide to making an enduring power of attorney, with the Legal Services Commission kit and forms, where to get them, when the power must be lodged at Land Services SA, and how to revoke it. |
| Enduring power of attorney (Tasmania, Powers of Attorney Act 2000): completing and registering the instrument | Form | AI use Yellow | Link to the Office of the Public Guardian Tasmania's enduring power of attorney page, with a guide to what it covers, the requirement to complete and register the instrument with the Land Titles Office and pay the fee, and where enduring guardianship fits. |
Signed-in accounts can read the full text of each one. All precedents.