EPoA

Enduring Powers of Attorney in relation to property, personal care, and welfare.

EPoA

This add-on creates a matter for drafting the Enduring Powers of Attorney documents, in relation to property and in relation to personal care and welfare.

The matter includes a four step workflow, a custom list to report on EPoA matters, and uses the secure document exchange to share the documents with the clients. The add-on also includes a list view for EPoA matters, which displays the details and status of all the EPoA matters.

The Workflow

This workflow takes the user through the typical steps involved in EPoA. The tasks allow recording of time against the tasks for each step.

Steps:

  • Take instructions from client
  • Draft documents
  • Meeting to sign documents
  • Close and Archive

Secure Document Exchange (SDX)

The workflow uses Actionstep’s built-in secure portal to share the completed documents with your clients. When a client is granted access to a matter, they will be able to see the documents you have granted them access to. An audit trail is maintained of all access to the documents.

Disclaimer
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

The EPoA documents are:

  • EPoA in relation to property
  • EPoA in relation to personal care and welfare
  • Certificate of witness to donor’s signature on EPoA

The documents are designed to add the relevant participants from the Actionstep matter. These documents adjust to incorporate multiple attorney successor attorneys and adjust all the relevant pronouns. The templates also add the correct execution fields as required.

The content of these documents is taken directly from the New Zealand Legislation website for Protection of Personal and Property Rights (Enduring Powers of Attorney Forms) Regulations 2008.

These templates include all the optional clauses from the legislation so the drafter only needs to remove the unnecessary clauses.

Install
Price $5 per user/month
Author Tony McNamara
Contact

tonymac@ihug.co.nz