Cascading and Enduring Power of Attorney
Instruction Form - Print, complete and fax to us
Why do I need a Power of Attorney and what is it meant to do?
A Power of Attorney keeps control of your affairs within your family, not a
government department. For more information please speak to your Financial
Planner, Risk Adviser and Accountant or our Manuals on Mutual
& Cascading Power of Attorneys and Estate
Planning.
Do Civic Legal GUARANTEE happiness?
Our documents leave out the gobbledegook and we put our money where our mouth
is. If either you, your Financial Planner, Risk Adviser or Accountant are unable
to understand any part of the Power of Attorney, even after we have explained it
to you, then we do not expect you to pay for it. You get the Power of Attorney
for free!
What if I don't like the Power of Attorney?
If you are unhappy with the Power of Attorney, in any way, then you may return
all originals within one month to us for a complete refund.
When do I have to pay for the Power of Attorney?
Before we prepare your Power of Attorney we require full payment. Please either
post us a cheque or complete the credit card details. Our costs are on the back.
What support does Civic Legal give?
Your Power of Attorney has a 24 Hour Life Time Advice Warranty. If you
or any of your professional advisers require advice on the Power of Attorney
then just ring our 24 Hour Advice Line. One of our lawyers working in
the area of Estate Planning will answer your questions. Every 4 years we write
to you and ask if you would like your Power of Attorney reviewed to make sure it
is up to date. There is no charge for this review.
How do I get a Power of Attorney?
Please print and complete this form as far as you can. Don't worry if you can't
answer all the questions. We will contact you to discuss your needs.
If you don't like filling out forms then don't worry. Call our helpline on 9460 5000. We will discuss your Power of Attorney in person or by phone - whichever
you prefer.
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Me
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My Spouse(only complete if your spouse needs a power of
attorney as well) (only complete if your spouse needs a power of attorney as
well) (only complete if your spouse needs a power of attorney as well)
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Surname
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First name
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Second name(s)
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Home address
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Phone numbers
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Home:
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Your Work:
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Spouse's Work:
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My Adviser
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My Accountant
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My Risk Adviser
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1. We are married (If you are not married go to question 2)
You can appoint your spouse and then if you become of unsound mind appoint also
up to two of your children. This is a Cascading power of
attorney.
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We appoint each other
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the appointment takes place immediately (most married couples
tick this box)
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ü
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the appointment only takes effect if I become of unsound mind
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It is important to appoint some other people (such as your children) in case
your spouse dies or becomes of unsound mind.
If I become of unsound mind then I also appoint:
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Full Name
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Address
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ü
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First Person/Child
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ü
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Second Person/Child
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(up to 2 people - such as 2 of your children)
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who have to act together
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who can act separately
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tick only one box
2. I am not married
You can appoint up to 2 people.
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Full name
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Address
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Relationship if any
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1.
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2.
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ü
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who must act together
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who can act separately
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tick only one box
3. Buying and Selling Real Estate
You don't have to stamp or lodge your enduring power of attorney to make it
effective. However, if your donee needs to use it to deal with real estate then
it will first have to be registered at the Office of Titles. Your donee can do
this when and if the need arises. However, we can do it for you now if you so
desire. The cost is an additional $122 per person per power of attorney ($62 for
the Office of Titles and $60 in legal costs).
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Don't worry about lodging the power of attorney at this time.
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Yes, please lodge my power of attorney with Office of Titles.
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4. Payment
Please include your payment with this form.
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husband & wife
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(for both) $325
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individual power of attorney
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185
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lodging fee at office at titles(if required) $122 per person making a power of
attorney per power of attorney (including government charges)
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Total
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I enclose my cheque for the above total
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(please tick one box)
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Please charge my credit card
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Visa / MasterCard
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circle one
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Card number
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Name on card
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Expiry date
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/199
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5. I was referred to you by: