---
title: "Letter from an attorney presenting an enduring power of attorney to a bank or other institution (with certified copy)"
url: "https://ailawframework.com/precedents/elder-law-and-powers-of-attorney-guardianship/attorney-letter-presenting-power-of-attorney"
type: "precedent"
site: "AI Law Framework"
id: "a18-attorney-letter-presenting-power-of-attorney"
area_id: "A18"
kind: "letter"
ai_level: "green"
version: 1
law_stated_as_at: "2026-10-18"
---

# Letter from an attorney presenting an enduring power of attorney to a bank or other institution (with certified copy)

> A letter an attorney sends to a bank, super fund, share registry or utility to have an enduring power of attorney recognised: the instrument, the certified copy, acceptance, how the attorney will sign, contact details…

Canonical page: https://ailawframework.com/precedents/elder-law-and-powers-of-attorney-guardianship/attorney-letter-presenting-power-of-attorney  
Law stated as at: 2026-10-18

Site index for agents: https://ailawframework.com/llms.txt

A letter an attorney sends to a bank, super fund, share registry or utility to have an enduring power of attorney recognised: the instrument, the certified copy, acceptance, how the attorney will sign, contact details and a request to confirm the account arrangements.

## Key facts

- Kind: Letter. A letter or email you adapt and send.
- Practice area: [Elder Law & Powers of Attorney / Guardianship](https://ailawframework.com/precedents/elder-law-and-powers-of-attorney-guardianship.md)
- Jurisdictions: New South Wales
- AI level: Green. AI can do most of the drafting. A lawyer still reviews the result.
- Law stated as at: 2026-10-18
- Status: Maintained. Checked on 2026-10-18 against the 3 authorities it cites, for New South Wales.

## When to use it

Use when an attorney first needs to act with an institution under an enduring power of attorney made in NSW. Send it with a properly certified copy. For land, register the power with NSW Land Registry Services first.

## How AI may be used

AI may complete this fixed letter from the instrument and the institution's details; the checks are made once at setup, and the attorney or lawyer confirms the certified copy and the account details before sending.

**AI may:**

- Insert the principal, attorney, instrument date and institution details
- List the accounts or holdings from the information the attorney supplies
- Prepare a covering note for each institution on the attorney's list

**AI must not:**

- Must not ask the institution to add the attorney as a joint account holder or to move funds into the attorney's name
- Must not certify the copy; only the principal or a prescribed person can

**The lawyer checks:**

- Copy certified by the principal or a prescribed person, with a signature on every page
- The attorney has accepted the appointment and any condition for the power to operate has been met

## Authorities

- [Powers of Attorney Act 2003 (NSW) s 44 (certified copy: certificate that it is a true and complete copy, signature on each page; evidence of contents)](https://legislation.nsw.gov.au/view/whole/html/inforce/current/act-2003-053)
- [Powers of Attorney Act 2003 (NSW) s 20 (authority only after the attorney accepts by signing)](https://legislation.nsw.gov.au/view/whole/html/inforce/current/act-2003-053)
- [Powers of Attorney Act 2003 (NSW) s 25 (recognition of enduring powers of attorney made in other States and Territories)](https://legislation.nsw.gov.au/view/whole/html/inforce/current/act-2003-053)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/elder-law-and-powers-of-attorney-guardianship/attorney-letter-presenting-power-of-attorney and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*