TOP-LEGAL | Power of Attorney Checklist Template

Other Documentation :

Site Work Method Statement Working with Handheld or Bench Mounted Power Tools Site Work Method Statement Working with Cut Timber or Sheet Materials Site Work Method Statement Working on Scaffolding Site Work Method Statement Window Fitting Glazing Site Work Method Statement Wall Plastering Rendering Walls Site Work Method Statement Using a Disc Cutter Site Work Method Statement Using a Cement Mixer Site Work Method Statement Unloading Bricks Blocks Sand Cement Site Work Method Statement Stripping Out Works Site Work Method Statement Stripping Out Works

Determine the Type of PoA Needed
General, Specific, or Lasting/Enduring
For personal, financial, medical, or corporate matters
Identify the Principal and Attorney(s)
Full legal names and contact details
Confirm the attorney is trustworthy and capable
Define the Scope of Authority
Clearly outline powers granted (e.g., signing contracts, managing bank accounts)
Set any limitations or exclusions
Specify the Duration
Fixed term, until revoked, or enduring/lasting (if for incapacity)
Include Governing Law and Jurisdiction
State which country’s or region’s law applies
Prepare the Document in Proper Legal Format
Use correct legal language and templates
Consider legal advice for drafting complex or corporate PoAs
Execute the Document Properly
Signed by the principal
Witnessed and/or notarised, if required
Register the PoA (if applicable)
Required for certain types (e.g. Lasting PoA in the UK)
Distribute Copies to Relevant Parties
Attorney(s), banks, legal representatives, etc.
Review and Update as Needed
Revoke or amend if circumstances or relationships change