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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
UNDUE INFLUENCE CHECKLIST: ESTATES AND RELATED MATTERS
ESTATE ADMINISTRATION CHECKLIST FOR SOLICITORS ADVISING ESTATE TRUSTEES
ATTORNEY/GUARDIAN/CLIENT MEMORANDUM RE: PERSONAL CARE
ATTORNEY/GUARDIAN/CLIENT MEMORANDUM RE: PROPERTY
