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Checklists for Attorneys and Guardians

Updated as of November 7, 2011

The following checklists are intended for the purposes of providing information and guidance only. These memorandum/checklists are not intended to be relied upon as the giving of legal advice and do not purport to be exhaustive.

Click on name to download a PDF copy:

CHECKLIST: DUTIES OF AN ATTORNEY UNDER POWER OF ATTORNEY FOR PROPERTY

CHECKLIST: DUTIES OF AN ATTORNEY UNDER POWER OF ATTORNEY FOR PERSONAL CARE

CAPACITY CHECKLIST RE: ESTATE PLANNING CONTEXT

SUMMARY OF CAPACITY CRITERIA

ATTORNEY/GUARDIAN/CLIENT MEMORANDUM RE: PERSONAL CARE

ATTORNEY/GUARDIAN/CLIENT MEMORANDUM RE: PROPERTY

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