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PoA on death - what I've learned

CarolWHerts
Posts: 33 Forumite

Dealing with my late mother's estate as executor I discovered a couple of things I wasn't aware of before in respect of the PoA's that I held to act on her behalf.
First, the government's 'Tell Us Once' service does not include the Office of the Public Guardian - you have to notify them separately.
Secondly, when you do notify them they will require you to send them all PoA documents and copies. This has meant an extra trip to the solicitors to retrieve the originals, which I could have done at the same time as I retrieved the will, if I had known.
This information is all buried in the relevant bits of the government website, but I only picked it up when checking a query in respect of our own PoAs. I knew that the PoAs fall away as soon as the donor dies, but I hadn't clocked the reporting and return of documentation requirements.
Hopefully this may help someone else.
First, the government's 'Tell Us Once' service does not include the Office of the Public Guardian - you have to notify them separately.
Secondly, when you do notify them they will require you to send them all PoA documents and copies. This has meant an extra trip to the solicitors to retrieve the originals, which I could have done at the same time as I retrieved the will, if I had known.
This information is all buried in the relevant bits of the government website, but I only picked it up when checking a query in respect of our own PoAs. I knew that the PoAs fall away as soon as the donor dies, but I hadn't clocked the reporting and return of documentation requirements.
Hopefully this may help someone else.
7
Comments
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I'm not sure you can say that the information is 'buried'. It is here: Lasting power of attorney: acting as an attorney: Changes you need to report - GOV.UK (www.gov.uk) But I agree it isn't highlighted, and could easily be missed. I have used the "Report a problem with this page" button on the Tell Us Once service page to ask for something to be added to the webpage to tell people that they need to inform the OPG and visit the page about to see what needs doing when a donor dies.
The comments I post are my personal opinion. While I try to check everything is correct before posting, I can and do make mistakes, so always try to check official information sources before relying on my posts.2 -
Interesting - I had POA for my late mother who died a few years ago and never informed the OPG ....they haven't ever contacted me since so I think I'll just leave it !3
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TonyMMM said:Interesting - I had POA for my late mother who died a few years ago and never informed the OPG ....they haven't ever contacted me since so I think I'll just leave it !
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