Powers of attorney: Step-by-step guide
Course Overview
Powers of attorney are becoming more prevalent in Australia. This is due to our ageing population – as well as other social trends such as increased wealth and complex family dynamics.
By drafting a power of attorney document, you’ll prepare a robust plan for your clients when they’re unable to make decisions themselves.
This course will guide you through the processes, complexities and risks when dealing with this substitute decision-making instrument.
You’ll provide your clients with peace of mind that someone they trust will pay their bills, manage their assets, and handle their legal and financial affairs. (Like making key decisions around banking, real estate, insurance, investments, pension and gifts.)
You’ll learn about general and enduring powers of attorney – and the advantages of each. And you’ll help your clients ensure a trusted person is able to manage their affairs when they’re at their most vulnerable.
Course Structure
- Key terms and principles
- Client interview: getting instructions
- Formal requirements
- Rights and responsibilities
- Drafting a general power of attorney
- Advising on an enduring power of attorney
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FAQs
The course contains content that falls within the mandatory CPD category of:
- Professional skills
With our online on-demand interactive courses, you can learn when and where it suits you. We’ve designed each course to provide both education and enjoyment.
Each course offers a mix of engaging exercises, where you’ll gain access to:
- Interactive activities to challenge your understanding and put your knowledge to the test. You’ll also enjoy engaging exercises, such as flip cards, quizzes and drafting activities.
- Clearly identified outcomes so you know precisely what you’ll learn – and the skills you’ll gain. You’ll also be able to track your development and focus on key improvement areas.
- Extended course access so you can reference the material as you need – or revisit it should life get in the way.
- Feedback and template answers so you can refine your skills, grow your knowledge and gain fresh insights.
Access each module on the College’s learning portal. When you buy a single, you’ll have 24/7 unlimited access for 12-months from the date of purchase.
Does this educational activity extend your knowledge and skills in areas that are relevant to your practice needs or professional development?
If so, and you’re not a WA practitioner, you should claim 1 unit for each hour of participation, not including breaks.
Please check your local CPD rules for any caps on activity types, such as the private study of non-interactive audio/visual materials. You are responsible for keeping your own CPD records and complying with your local CPD rules.
No. Western Australian practitioners who complete our on-demand courses are currently unable to claim CPD points.
However, you may earn CPD points by attending select live CPD events or by completing select CPD Interactive modules.