How to set up an EPA

How to set up an EPA

This section covers how to set up an EPA. Generally prepared at the same time as your Will, an Enduring Power of Attorney – EPA – is a legal document which works while you are alive to allow someone else, an attorney, to act on your behalf if you can’t or don’t wish to. An attorney’s main responsibility is to act in your best interests.

Our team of experts have a wealth of knowledge in the field and will ensure you gain the best possible advice when instructing your EPA.

Before setting up an EPA you should consider:

  • Who you wish to appoint as your attorney for Property.
  • Who you wish to appoint as your attorney for Personal Care and Welfare.
  • What assets need to be taken care of, e.g. your property, any debts, or money owed to you.
  • Whether there are certain people that you wish to provide assistance to your attorneys, such as family members or an accountant, before making decisions.
  • Whether you want your attorney to report back to family members, by giving them annual accounts, for example.
  • Whether you wish to appoint a replacement Personal Care & Welfare attorney in case the individual you appoint is not able to continue at some stage.
Arrange a meeting with one of our experts at one of our many branches nationwide here.

Need some help?

Phone us on 0800 737 738 or fill in your details below.