HERITANT · Power of Attorney

Power of Attorney.

Legal documentation for authorising another person to act on your behalf for specified matters, transactions or responsibilities.

HERITANT

From Planning
to Implementation.

Authorisation planning

Authority should be clear and appropriate.

A Power of Attorney is a legal instrument through which one person authorises another person to act on their behalf in relation to specified matters.

The scope and form of the authority should reflect its intended purpose, the powers being granted and the circumstances in which the document will be used.

What we consider

Important matters in POA documentation.

Authorised Person

Identifying the person who is intended to act on behalf of the person granting the authority.

Scope of Authority

Clearly defining the powers and matters for which authority is intended to be granted.

Purpose

Structuring the document around the particular transaction, responsibility or purpose involved.

Limitations

Considering appropriate limits, conditions or restrictions on the authority where required.

Documentation

Preparing and reviewing the Power of Attorney and relevant supporting documentation.

Formalities

Considering applicable execution, attestation, stamp, adjudication or registration requirements.

Our assistance

Power of Attorney assistance.

The appropriate form and scope of a Power of Attorney depend on the purpose for which the authority is required and applicable legal requirements.

General Power of Attorney documentation

01

Special or specific Power of Attorney documentation

02

Purpose-specific authorisation documents

03

Review of the intended scope of authority

04

Drafting and document review

05

Execution and attestation guidance

06

Adjudication assistance where applicable

07

Registration assistance where applicable

08

Scope matters

A Power of Attorney should clearly identify the authority intended to be granted. The appropriate wording, execution requirements and procedural formalities depend on the nature and intended use of the document.

Consultation

Discuss the authority or transaction you need to document.

Book a Consultation