Records and expenses

Keep a record of:

  • important decisions you make and when, for example selling the donor’s home or agreeing to medical treatment
  • the donor’s assets, income and how you spend their money - if you’re their finance and property affairs attorney

Include details of who you asked for advice and any disagreements.

Don’t include small, everyday decisions.


You can only claim expenses for things you must do to carry out your role as an attorney, for example:

  • hiring a professional to do things like fill in the donor’s tax return
  • travel costs
  • stationery
  • postage
  • phone calls

You can be ordered to repay the donor’s money if you misuse it or make decisions to benefit yourself.

Keep your receipts and invoice the donor for your expenses. The money is paid by whoever’s in charge of the donor’s funds.