Powers Of Attorney - Ontario

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Powers of AttorneyThis booklet contains forms and guidelines forContinuing Power of Attorneyfor PropertyandPower of Attorney for Personal CareMinistry of the Attorney GeneralNOT FOR SALEON00142E (2021/01) POWERS OF ATTORNEY KIT Queen's Printer for Ontario, 2021Disponible en françaisNot for Sale 1

Table of ContentsOntario's Power of Attorney Laws.3Some Important Definitions .4Continuing Power of Attorney for Property.6Decisions About Property . 6Part 1 - Appointing Your Attorney. 7Part 2 - Joint or Separate Attorneys. 8Part 3 - Substitute Attorney. 9Part 4 – Authority of Attorney(s). 10Part 5 - Conditions and Restrictions. 10Part 6 - Date of Effectiveness. 11Part 7 - Compensation. 12Part 8 - Your Signature. 12Part 9 - Witness Signatures. 13Additional Guidelines . 13Continuing Power of Attorney for Property FormPower of Attorney for Personal Care .17Decisions About Personal Care. 17Part 1 - Appointing Your Attorney. 18Part 2 - Joint or Separate Attorneys. 20Part 3 - Substitute Attorney. 20Part 4 - Authority of Attorney(s). 21Part 5 - Instructions, Conditions and Restrictions. 22Part 6 - Your Signature. 24Part 7 - Witness Signatures .25Additional Guidelines .25Power of Attorney for Personal Care FormON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 2

Ontario's Power of Attorney LawsThis booklet contains instructions and forms for a Continuing Power of Attorney forProperty and a Power of Attorney for Personal Care.By making powers of attorney, people can plan ahead and be confident that their planswill be carried out.The role of government is to act as substitute decision-maker of last resort only forpeople who have no one else to make decisions on their behalf. If there is no power ofattorney, a family member or friend may have to apply to be appointed as guardian.Powers of attorney that were properly made under previous laws of Ontario remainlegally valid.The forms for a Continuing Power of Attorney for Property and a Power of Attorney forPersonal Care contained in this booklet were revised on March 29, 1996 in accordancewith amendments to the Substitute Decisions Act, 1992. Former versions of these formsmay be used and will be valid if properly completed and witnessed.If you have questions after reading the instructions, you may wish to seek advice from alegal professional.ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 3

Some Important DefinitionsThis list of definitions will help you understand some of the unfamiliar legal or technicalterms.Assessor, also known as Capacity AssessorsAssessors or Capacity Assessors are persons who are authorized to conduct anassessment of a person's mental capacity for certain purposes such as appointing aguardian for property without going through the court process. They have appropriateprofessional backgrounds and have successfully completed a training course incapacity assessment. They are independent of the government.Continuing Power of Attorney for PropertyA Continuing Power of Attorney for Property is a legal document in which one persongives someone else the authority to make decisions about their finances. The personwho is named as the attorney does not have to be a lawyer. The power of attorney iscalled “continuing” because it can be used after the person who gave it is no longermentally capable to make the financial decisions themselves. Some people use theword “durable” which means the same as "continuing".Guardian of PropertyA guardian of property is someone who is appointed by statute (the Substitute DecisionsAct, 1992) or the court to look after an incapable person’s property. Both the guardianand the incapable person must be at least 18 years old.A guardian is different from an attorney. An attorney is chosen by a person, beforebecoming incapable, to act on their behalf. A guardian is appointed through a legalprocess after a person’s incapacity.Guardian of the PersonA court may appoint a guardian of the person to make decisions on behalf of anincapable person in some or all areas of personal care, usually because there is nopower of attorney for personal care. The guardian must be at least 16 years old.IncapacityUnder the Substitute Decisions Act, 1992, incapacity refers to mental incapacity. It meansthat the person is unable to understand information that is relevant to making a decisionor is unable to appreciate the reasonably foreseeable consequences of a decision orlack of decision.ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 4

PartnersTwo people who have lived together for at least one year and who have a closerelationship which is of primary importance in both their lives are considered to bepartners.Personal CarePersonal care includes health care, nutrition, shelter, clothing, hygiene, and safety.Power of Attorney for Personal CareA Power of Attorney for Personal Care is a legal document in which one person givesanother person the authority to make personal care decisions on their behalf if theybecome mentally incapable.Property ManagementThe Substitute Decisions Act, 1992, refers to decisions about property management andpowers of attorney for property. “Property” means finances, which include any type offinancial decision or transaction that a person would make in the course of managingtheir income, spending, assets, and debts. For example, it could include budgetingexpenses and paying bills, doing tax returns, safeguarding valuables, selling real estate,making or defending legal claims, or making loans.Public Guardian and TrusteeThe Public Guardian and Trustee’s (PGT) role is to act as substitute decision-maker oflast resort on behalf of those mentally incapable people who have no one willing orable to act on their behalf.Sometimes the PGT is appointed guardian of property automatically by law. When thishappens the PGT tries to locate a suitable person to manage the incapable person’sproperty instead of the PGT.Statutory GuardianA statutory guardian is a person who is appointed to act on another person’s behalf forproperty without going to court. A statutory guardian can be the PGT or someoneapproved by the PGT to replace the PGT as statutory guardian. Statutory guardianshipapplies only to property or finances. There is no statutory guardianship for personal care.A guardian for personal care must be appointed by the court.ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 5

Continuing Power of Attorney for PropertyThis booklet contains step by step instructions for completingthe enclosed Continuing Power of Attorney for Property form.(Made in accordance with the Substitute Decisions Act, 1992)Decisions About PropertyIf you become mentally incapable, who will pay your bills and your taxes? Who will lookafter your bank accounts? Who will manage your real estate and investments? Who willmake a legal claim on your behalf? The person you choose as your “attorney” for propertywill take care of these things for you. The attorney can be a relative, friend, or someone else.You may use the form contained in this booklet to appoint a person of your choice to makedecisions about your property and manage your finances on your behalf. This may includedoing things such as signing documents for you, paying your bills, or selling your home. Thispower of attorney will allow the person you appoint to manage your financial affairs even ifyou become mentally incapable. The person you appoint is called your “attorney forproperty.” You may name more than one attorney if you wish.If you have already made a power of attorney for property that continues to be effectiveafter you become mentally incapable, you do not need to make a new one.If you wish, you may use another form or make your own, but if you do this, make sure that itmeets the legal requirements necessary under the Substitute Decisions Act, 1992 to make avalid continuing power of attorney.It’s important to know that: You are not required to appoint an attorney for property. This is your choice. Giving a power of attorney to someone is a very serious matter. You are giving theperson you appoint significant power over your property. There is always a risk that your attorney could misuse this power. If you have any doubts about the motives or ability of the person you are considering - orare under any pressure from your proposed attorney to pick him or her - do not appointthat person.Before you decide, you may want to: Talk with your family or close friends. Consult a lawyer. Although you are not required to consult a lawyer in order tomake a legally binding power of attorney, it is a good idea to do so.ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 6

Consult with other expert advisors; this is also a good idea, providing they areimpartial and concerned only with your best interests.This document includes guidelines designed to help you complete this power of attorney.They do not cover every option available in the Substitute Decisions Act, 1992. They arenot legal advice. Some legal terminology in the statute has been described here insimpler words to make it easier to understand. If you want to reference a legal term,check back in the definitions section .The guidelines also point out some of the reasons why you may or may not wish to makecertain choices. But remember, all decisions are up to you.Refer to the enclosed Continuing Power of Attorney for Property form as you review thefollowing instructions.Part 1: APPOINTING YOUR ATTORNEYRead this section carefully before you begin to complete the power of attorney form.NOTE: This form does not allow your attorney to make decisions about your personal care.If you wish to appoint an attorney for your personal decisions you can make a separatedocument called a “ Power of Attorney for Personal Care .”To make a valid power of attorney for property, you must be 18 years of age or more and“mentally capable” of giving a continuing power of attorney for property.This means that you: know what property you have and its approximate value; are aware of your obligations to those people who depend on you financially; know what authority your attorney will have; know that your attorney must account for all the decisions their makes about yourproperty; know that, if you are capable, you may cancel your power of attorney; understand that unless your attorney manages the property prudently, its value maydecline; understand that there is always the possibility that your attorney could misuse theauthority.Consider who you want to appoint as your attorney for property : You can choose anyone you want as your attorney as long as they are 18 years of ageor more.ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 7

Many trust companies are prepared to act as attorney and charge a fee for thisservice. Some individuals choose this option because they want an attorney who isprofessional and impartial.It is a good idea to talk to the person you wish to appoint and make sure that they are willingto accept the responsibility involved in being your attorney for property.It is important to know that by making this power of attorney, you revoke (cancel) any otherpower of attorney for property that you have made before. If you have made such a powerof attorney before and you don’t want to revoke it, you should consult with a lawyer so thatthey will make the necessary changes to this form.If you want more than one person involved in your financial decisions, you can name morethan one person to be your attorney for property.On the other hand, you may choose to only name one attorney if you’re concerned about thepossibility of disagreements between your attorneys or if you believe it may be difficult forothers to deal with more than one person concerning your finances.You may also consider whether to name another person (or persons) to be the substitute orbackup, who would step in to act if your first named attorney(s) resign, get ill, or die.It’s important to understand that it’s your choice whether to name one, or more than one,attorney(s) and/or whether to appoint a substitute attorney.Please note that you cannot appoint the PGT as your attorney for property unless the PGTagrees in advance in writing to act as attorney for you.Once you have decided who you want to appoint as your attorney(s), write your name andthe name of the person(s) you are appointing in the space provided in Part 1 of the power ofattorney form.Part 2: JOINT OR SEPARATE ATTORNEYS(This part is optional.)Fill out this part only if you have named more than one attorney and you want yourattorneys to be able to make decisions separately, that is, without having to act together.If you name more than one person as your attorney for property, you may decide whether theywill share the job or divide their responsibilities.ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 8

If you have appointed more than one attorney in this form, the law will require them tomake decisions together unless you specifically give them permission to act separately.You can give permission to act separately by writing it down in this part of the form. If youdon’t do this, your attorneys will be required to make decisions together all the time.There are some good reasons for giving your attorneys the flexibility to make decisionsseparately. Think, for example, about what would happen if one of your attorneys wastemporarily unavailable because of sickness, vacation, or some other reason. If yourattorneys are allowed to act separately, this will not be a problem.On the other hand, you may decide not to give this permission if you want to ensure thatthere is always a “double-check” regarding the decision. You may also wish to avoid therisk of inconsistent decisions that may occur as a result of attorneys acting separately.If you decide that your attorneys are going to make decisions together, it’s a good idea tospecify how disagreements get resolved. You might say that in a case of conflict, oneattorney’s decision will override the other’s. Otherwise, your attorneys might have to goto Court and the judge will have to decide.To summarize, if you have named more than one attorney and you want them to be ableto act separately from one another, write the words “jointly and severally” in the spaceprovided in Part 2 of the form. (“Jointly and severally” is a legal term which means“together and separately.”) If you don’t do this, your attorneys will be required to makeyour financial decisions together at all times.Part 3: SUBSTITUTE ATTORNEY (This part is optional.)Fill out this part only if you want to name another person (or persons) to be the substituteor backup, who would step in to act if your first named attorney(s) resigns, gets ill, or dies.You may wish to consider naming a substitute attorney: It could happen that your appointed attorney may not be willing or able to acton your behalf when the time comes. Or something may happen after your attorney has begun to make decisions onyour behalf that prevents him or her from continuing to act for you. This could mean that you are left with no one to manage your financial affairs. This is especially important if you have named only one attorney in Part 1. If youhave named more than one attorney, there is less reason to be concernedbecause the remaining attorney can usually carry on if something happens to theother.ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 9

You may still want to name a substitute, however, to replace the one who cannot act,as there is no guarantee that something will not happen to your remaining attorney. Your substitute attorney will have the same authority and powers as the attorneythey replace.It’s important to understand that it’s your choice whether to name a substitute attorney.To name a substitute attorney, complete Part 3 of the enclosed power of attorney form.Part 4: AUTHORITY OF ATTORNEY(S)This part of the form is very important: It tells your attorney, and people who deal with him or her, the types offinancial decisions your attorney is allowed to make on your behalf. This part of the form gives your attorney(s) the authority to make any kind offinancial decision that you could make yourself – except make a Will . If you wish to limit your attorney’s authority, you may do so later in Part 5of this form. Part 4 of the form also states that the power of attorney may be used even if youbecome mentally incapable of making financial decisions; It makes it clear thatyou want the power of attorney to “continue” to be effective if this happens.Part 5: CONDITIONS AND RESTRICTIONS (This part is optional)The law permits you to limit your attorney’s authority. For example, you may limityour attorney to transactions concerning specific assets, such as your bank accounts, orprohibit him or her from dealing with a particular piece of property.But think carefully before you limit the scope of your attorney’s authority: If youbecome incapable of making financial decisions and your attorney does not have fullauthority, it may be necessary for your attorney, a family member, friend or the PGT tobe appointed as your guardian in order to manage the balance of your property. In thatcase, a management plan must be filed and a security bond (similar to insurance) maybe required.Also, a continuing power of attorney that gives your attorney authority over all ofyour property allows your attorney to end the involvement of the Public Guardianand Trustee as your statutory guardian of property.You can put other types of conditions and restrictions in your power of attorney if youON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 10

wish. Some examples of such conditions and restrictions are: requiring your attorney to consult with specific people (e.g. family members,financial advisors) before certain decisions are made; specifying the types of investments your attorney may or may not make; requiring your attorney to give priority to certain people in making loans or gifts onyour behalf; specifying how disagreements will be resolved if you have named more than oneattorney.These are just some examples of the types of conditions and restrictions you maywant to think about. But remember, you are not required to put anything in thissection.Part 6: DATE OF EFFECTIVENESSThis document will give your attorney authority as soon as it is signed and witnessedunless you specify otherwise in this form.This does not prevent you, however, from looking after your own affairs while you arestill capable of doing so. In other words, your attorney will not necessarily begin tomanage your financial affairs right away.Some ideas to consider: You may decide, for example, to leave this document in a safe place or with atrusted third person, such as your lawyer, accountant or other professionaladvisor. You should consider telling your attorney where it is, because they willneed it in order to act on your behalf. You can give written directions to the third person about when the power ofattorney may be released to the person you have appointed. You would continueto manage your own financial affairs in the meantime.This approach means that your attorney will not have to go through formal proceduresto prove to third parties, such as banks and pension sources, that the power of attorneyhas come into effect. Alternatively, you may wish to exercise more control over whenthe power of attorney may be used: You may state in Part 5 that the document is only to come into effect on a certaindate or when something specific happens. For example, you can say in this document that it won’t take effect unless youbecome mentally incapable of managing your property.ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 11

If you place this condition in your power of attorney, it is advisable to give veryspecific directions about how your mental incapacity is to be determined. You could, for example, say that a letter from your doctor or another trustedperson which states that you are no longer mentally capable of managingproperty is sufficient proof. Be careful to make sure the condition could be fulfilled when the time is right. Forexample, don’t specifically name your family doctor unless you’re confident theywill be willing and able to provide a written opinion on your mental capacity,when needed in the future. If your power of attorney only takes effect when you become mentally incapableof managing your property and you don't indicate how your mental capacity is tobe determined, an assessment by a capacity assessor or a doctor in a psychiatricfacility will be required. If you do wish to restrict the circumstances in which thepower of attorney may be used, write this in Part 5 .But remember, whatever you decide to do here, your property will still belong to youand must be managed by your attorney with honesty, integrity and good faith, inaccordance with the law.Part 7: COMPENSATIONYour attorney(s) is entitled to take payment at a rate set out in the law, unless yousay otherwise in your power of attorney: The amounts are the same as those allowed to guardians of property. Effective April 1, 2000, the rates permitted to guardians and attorneys of propertyare 3 percent on monies received and paid out and 3/5 of 1 percent on theaverage annual value of the assets. ? If there is more than one attorney, they will have to share the permitted amount.If you want to prohibit your attorney(s) from taking any payment or you want to set aspecific amount yourself (such as a percentage of your income or a fixed yearly amount),you can do this by writing your instructions in Part 5 of the form.If no specific instruction is made in your power of attorney, your attorney may usehis/her discretion in accepting compensation allowed for by the law.Part 8: YOUR SIGNATURERead each page of this form over carefully before you sign it. [Note: Those who arehelping someone who cannot read this form should see “ Additional Guidelines” below.]ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 12

Before you sign, be sure that you: ?1. Understand the power your attorney will have, and when the document will becomeeffective.2. Trust your attorney to act in your best interests.3. Are signing this document of your own free will and not because of pressure fromanyone else.4. Have carefully considered obtaining advice from a lawyer or other trusted advisor.If you are sure that the form says what you want it to say, sign your name in Part 8 of the form.NOTE: This form must be printed and signed to be valid.Part 9: WITNESS SIGNATURESThe law requires that two people witness your signature. Both of the witnesses must bepresent together when you sign.Certain people are not allowed to sign as your witnesses; these people are listed inPart 9 of the forms.After you have signed, the witnesses should each sign their names in Part 9 of theform, in your presence and in the presence of each other.Virtual witnessing using technology that allows everyone to see and hear each other atthe same time may be available. As this option requires the participation of a lawyer orparalegal, please contact a legal professional for details. If you need to find a lawyer orparalegal contact the Law Society of Ontario at https://lsrs.lso.ca/lsrs/welcome.Additional GuidelinesWhat to do if the person making the Power of Attorney cannot read: Someone should read the complete form word for word to the person giving thepower of attorney in the presence of both witnesses. Then, if satisfied that the person understood it, the witnesses should insert andcomplete the following clause on the form above the line where they sign:“This continuing power of attorney for property was signed by(name of the person giving the power of attorney) after it was read to him/her in ourpresence and he/she appeared to understand it and approve it.”ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 13

What to do with the Power of Attorney after it is signed: You may wish to have it reviewed by an expert advisor. If it is not completedproperly, it may not be valid. It is advisable to tell your family, lawyer, and any financial institutions you deal withthe name, address and telephone number of your attorney(s). Keep them updated regarding any change in your attorney’s address or telephonenumber. It is recommended that you take a copy to your bank(s) so that they understandyour wishes and have it on record. If this document is properly completed and youmake it of your own free will when you are mentally capable, the bank shouldrecognise it. But they may have questions and it is best to have those resolvedbefore your attorney needs to use the document. You may give the original document to your attorney(s), leave it with a trustedperson other than your attorney to hold it for safekeeping (with instructions aboutwhen it may be released), or keep it in a safe place where the attorney(s) can locateit quickly if necessary. It is a good idea to keep at least one photocopy of the document. If possible, keep itwith you, with the address and telephone number of your attorney(s). Please do not return this completed form to the Public Guardian and Trustee'sOffice. It is not necessary to register your continuing power of attorney for propertyanywhere.Revoking this Power of AttorneyYou have the right to revoke (cancel) this power of attorney at any time as long as youare capable. If you decide to revoke this document, you must write the revocation downon paper, sign and date it, and have it witnessed in the same way as the power ofattorney (i.e. two witnesses, etc.).Notify your attorney, financial institutions and all the people you told about your powerof attorney that you have revoked (cancelled) it.ON00142E (2021/01)POWERS OF ATTORNEY KITNot for Sale 14

Continuing Power of Attorney for Property(Made in accordance with the Substitute Decisions Act, 1992)NOTE: This form must be printed and signed to be valid.revoke any previous continuing power of attorney1. I,(Print or type your full name here.)for property made by me and APPOINT:(Print or type the name of the person or persons you appoint here.)2. If you have named more than one attorney and you want them to have the authority toact separately, insert the words “jointly and severally” here: (This may be left blank.)3. If the person(s) I have appointed, or any one of them, cannot or will not be my attorneybecause of refusal, resignation, death, mental incapacity, or removal by thecourt, I SUBSTITUTE (This may be left blank.)to act as my attorney for property with the same authority as the person they arereplacing.4. I AUTHORIZE my attorney(s) for property to do on my behalf anything in respect ofproperty that I could do if capable of managing property, except make a Will,subject to the law and to any conditions or restrictions contained in this document. Iconfirm that he/she may do so even if I am mentally incapable. ?5. CONDITIONS AND RESTRICTIONS ?Attach, sign, and date additional pages if required. (This part may be left blank.)6. DATE OF EFFECTIVENESSUnless otherwise stated in this document, this continuing power of attorney willcome into effect on the date it is signed and witnessed.

7. COMPENSATIONUnless otherwise stated in this document, I authorize my attorney(s) to take annualcompensation from my property in accordance with the fee scale prescribed byregulation for the compensation of attorneys for property made pursuant toSection 40 of the Substitute Decisions Act, 1992.8. SIGNATURE: ?(Sign your name here, in the presence of two witnesses.)DATE (YYYY/MM/DD):ADDRESS:(Insert your full current address here.)9. WITNESS SIGNATURES?N

attorney, a family member or friend may have to apply to be appointed as guardian. Powers of attorney that were properly made under previous laws of Ontario remain legally valid. The forms for a Continuing Power of Attorney for Property and a Power of Attorney for Personal Care contained in this booklet were revised on March 29, 1996 in accordance

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