Checklists for Attorneys and Guardians

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.

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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

SUMMARY OF CAPACITY CRITERIA

ATTORNEY/GUARDIAN/CLIENT MEMORANDUM RE: PERSONAL CARE

ATTORNEY/GUARDIAN/CLIENT MEMORANDUM RE: PROPERTY