Guidance

Getting started as an attorney: property and financial affairs

What to do first if you're acting for someone under a lasting power of attorney for financial decisions.

Documents

LP11 Getting started as an attorney: property and financial affairs (large print)

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Guidance for people wanting to manage a bank account for someone else

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Details

If someone chooses you to make decisions for them in case they lose mental capacity, find out more about your duties and how you can prepare.

These leaflets include practical advice such as:

  • understanding how the person prefers to spend and save
  • helping them to make decisions
  • involving friends and family
  • dealing with banks and other companies

For an overview of your duties, read the guidance on acting as an attorney. The Mental Capacity Act Code of Practice has more on the legal background to what you can and can’t do as an attorney.

Email customerservices@publicguardian.gsi.gov.uk if you want a leaflet in a different format, such as:

  • braille
  • audio
  • large print

Remember to give us:

  • your address and phone number
  • the title of the document
Published 14 May 2015
Last updated 26 October 2016 + show all updates
  1. Added translation
  2. Added the British Bankers' Association guidance for people wanting to manage a bank account for someone else
  3. Added translation
  4. Addition of a large print version of the document LP11 and a Welsh translation of the page
  5. First published.