Being an attorney on someone’s behalf can be daunting. Understanding your role as an attorney will help you to make the right decisions for the person you’re looking after. Our attorneyship package guides you through these decisions, and highlight the important issues you may need to think about.
What Is Our Attorneyship Package?
Our attorneyship service is a step-by-step guide that helps you understand what the role requires while giving you legal advice from our expert solicitors. Many of our solicitors act as Attorneys themselves, on behalf of our clients, so we know better than anyone what is expected of you.
Step 1 – You’ll get a pack with information on:
- Attorney powers
- Health and welfare
- Property and finance (including jointly owned property)
- Incapacity and assets overseas
- Tax planning
- Statutory Wills and their process.
You’ll also get a checklist with reminders of all your tasks so you can record what you’ve done.
Step 2 – We’ll then send you a questionnaire to help us understand any issues or concerns you have. We’ll use this questionnaire to give you tailored advice to suit your situation.
Step 3 – Once we receive your questionnaire, we’ll arrange a face-to-face chat with you. We’ll discuss your attorneyship, answer any questions, and discuss the next steps. This is all available for £500+VAT.
Step 4 (optional) – If you wish, we can put you in touch with our specialists to help you manage the finances of the person you’re caring for. They can help you get the right information and recommend the best course of action going forward.
To get started with this package, call us on 0370 1500 100 or contact us online.
Why Do I Need An Attorneyship Package?
You’ll find the guidance helpful if you’re already an attorney or are thinking about appointing one and need professional help from legal experts.
The package is a handy reference guide that you can use whenever you need it. It’s especially useful if you have inheritance tax liabilities, health problems or complex financial affairs such as companies or overseas assets.
Contact us online or call 0370 1500 100 to get started.
What Issues Could I Face As An Attorney?
Understanding your role as an attorney is vital in helping you avoid the pitfalls that many people face. The package includes guidance on common issues like:
Expenses – reimbursing yourself or making gifts from a person’s funds could lead to legal action because you can’t benefit financially from your position. Our solicitors can give you advice on what can be reimbursed as an expense and what can’t.
Jointly-owned property – You may need to appoint a second trustee before you sell a jointly-owned property. The sale could take longer if you don’t.
Statutory Wills – You may need to apply for a Statutory Will if a person’s family or financial circumstances change. Our package explains when Statutory Wills are appropriate.
How Can Irwin Mitchell Help?
We understand that being an attorney is daunting, but our experienced professionals are here to help. Our package helps you work through your obligations as an attorney with tailored advice from our lawyers.
With offices across the UK, we can help wherever you’re based. Our package highlights things you may not have considered and our lawyers can answer any questions you have and deal with any issues you’re concerned about. Contact us today on 0370 1500 100 to talk to a specialist advisor about being an attorney and how our Attorneyship Package can help.
More Later Life Packages
We also have fixed-fee packages to help you with: