What will the Public Trustee do as my Attorney?

What will the Public Trustee do as my Attorney?

Once you appoint us as your attorney, we will manage your financial affairs and our paramount concern will be protecting your financial interests.

We will provide a dedicated client account manager to personally deliver services tailored to your needs. These include management of: real estate, bank accounts, investment portfolios, accounts, tax issues, as well as your dealings with government, community and private agencies. 

What happens when I lose capacity and the Public Trustee is my attorney?

If you have appointed us as your attorney, we rely on notification from someone who knows you (e.g. relatives or friends) to say you no longer have capacity to manage your financial affairs. Once this is received we will request written evidence from your treating doctor to confirm this. The enduring power of attorney document will then be registered with the Land Titles Office and we will begin to act.

What happens when I lose capacity and the Public Trustee is my substitute attorney?

If you have appointed us as your substitute attorney, your attorney will need to arrange written confirmation from your treating doctor to explain that you no longer have the mental capacity to manage your financial affairs. They are to bring this with them, along with their photo identification (e.g. drivers licence), when they collect your enduring power of attorney document.

An appointment is necessary – please call your nearest Public Trustee branch or fill out the appointment form

What happens if I still have capacity but no longer wish to manage some or all of my financial affairs?

Often people activate their enduring power of attorney to free up time permanently or assist them for certain periods while they are unwell or overseas. This can include the collection of income; payment of bills; maintenance and management of property and processing of health fund accounts. If you have appointed the Public Trustee as your attorney, simply contact us and advise you no longer wish to handle your financial affairs. We will then arrange for your enduring power of attorney document to be registered with the Land Titles Office and begin to act.

If you have appointed the Public Trustee as your substitute attorney, you will need to collect your enduring power of attorney document from our office. If you are unable to personally collect the power of attorney document, please contact our office.