We start with who this is for — and one gentle question that only helps us point you to the right kind of help.
If capacity may already be in doubt for the person granting authority, the usual path is a court-appointed deputyship rather than a new appointment — and if anyone is being pressured, a person should look before anything else happens.
This is not a finding — it only helps us route you to the right kind of help.
II
Section 2
The people you trust
Add the people you'd trust to step in — one row per person per area of help. The same person can appear on several rows. For each, tell us what (if anything) legally backs them in that area — 'none yet' is a completely normal answer, and knowing it is the whole point.
At least 1 required
It's easy to have named someone in your head — and never checked whether that person could actually act.
You're checking it now.
III
Section 3
The instruments that exist
Now the documents themselves — whether a will and any LPAs exist, and where the originals live.
Executor appointments live in the will, and guardianship for children is usually named there too (a signed, dated written appointment also works). With neither in place, the after-death and dependants areas aren't yet legally backed.
An LPA only works once registered with the Office of the Public Guardian — 'made but not registered' is a gap families often discover too late.
On the day someone needs to act, finding the originals is half the battle. This one line can save days of searching.
IV
Section 4
Household context
A few facts about the household that change what kind of help fits.
Guardianship and care arrangements change what the trusted people need to be able to do — and how carefully the instruments should be set up.
A trusted person stepping into a business raises questions a standard setup doesn't cover — that's specialist territory.
Trust roles don't transfer the way personal affairs do — a specialist should look before anyone assumes they're covered.
Instruments made here don't automatically work elsewhere — Scotland, Northern Ireland and other countries have their own regimes.
V
Section 5
Day one
Imagine the phone call happens tomorrow. Two questions decide whether the plan works that day.
Authority without the paperwork in hand still stalls at the front desk. Findability is the second half of being able to act.
A named person who doesn't know they're named can't act, can't prepare, and may even decline. It's worth a conversation before it's needed.
A plan the named person has never heard of isn't a plan — it's a surprise.
Telling them is free — and the plan only works if they know.
VI
Section 6
Anything else
Anything that doesn't fit the boxes above.
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