Agent-4-0

The time has come: where do I begin?

While being an Agent does not have to be difficult, there are many details and you need to be organized. Here are the ten most common steps that an Agent should take when the maker loses capacity.

The sequence is not written in stone – it will depend on the situation. No two situations are exactly the same. Many of the steps will occur at the same time. It may seem like a lot to do in a short time, but you will find that one step leads to another. You may also wish to consider talking to someone you know who has been an Agent.

You may wish to start a filing system, such as a binder, to keep track of all the matters that arise and the decisions that you make.

• Locate the Personal Directive and read it as soon as possible.
• Ensure that there is a proper Declaration of Incapacity.
• Immediately inform everyone who needs to know.
• Find out details about any Power of Attorney the maker may have made.
• Find out details about the maker’s Will.
• Determine the decisions that need to be made immediately.
• Make the necessary decisions.
• Stay aware of changes in the capacity of the maker.
• Keep proper records.
• Keep people informed.

For more FAQs, please visit Alberta Law Line

see also:

• Marriage
• Guardianship
• Trustees
• Adult Interdependent Relationships

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