Introduction

This online questionnaire is designed to allow you to send us information we need to prepare your Enduring Power of Attorney for Property (EPA Property).

Some quick notes on how people are referred to in this questionnaire.

• • The EPA Property gives someone you trust the power to look after your money and property if you’re unable to. This person is called your Attorney.
• The person who gives the power is called the Donor.
• If you are completing this on behalf of the Donor, please note we also refer to that person as “you”.

There are some compulsory questions – these are noted with an asterisk (*).

There is guidance and pop up information within the questionnaire to help you along.

There are 12 Sections. Each Section has a General or Additional Comments field at the end. This allows you to enter anything you want, and you should feel free to use this if you have any doubts or are unsure about what is being asked in the earlier parts of the Section.

If you need to take a break from the questionnaire, you can do so by clicking the Save and Continue Later link at the bottom of each page and you will receive an email with a link to allow you to resume where you left off. Your answers will all be saved automatically.

Once you have completed the questionnaire click the SUBMIT button on the last page (Section 12 – Additional Terms and Conditions) and an email will be sent to you and us with your answers.

We will follow up with you as required and contact you to organise how the completed EPA Property can be “executed” (signed and witnessed by all the relevant people).

At any stage you can contact us with questions. Here are people you can speak with

Section 2 - Donor Details & Previous EPAs

In this section and the entire form, we will refer to the person giving the power of attorney as either "Donor" or "you"

Section 3 - Attorney Details

You can appoint one or more Attorneys to act on your property matters. These can be people and/or a Trustee Corporation

Note that, for a person, an Attorney must be:

• not less than 20 years old, and
• not bankrupt, and
• not mentally incapable

Section 4 - Successor Attorney(s) Details

Section 5 - When EPA Starts to Operate

Section 6 - Relevant Property Matters

Section 7 - Authorisation of a Will

Section 8 - Consultation with others

Section 9 - Providing Information

Section 10 - Attorney(s) and other benefits

Section 11 - Celebratory gifts and donations

Section 12 - Additional Terms and Conditions