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Tying loose ends

How does a deputy deal with the avalanche of practical difficulties that arise when their donor moves into care?

2 November 2015

A client recently telephoned me to advise that her mother was moving into care. Not an unusual occurrence, but she asked me if I could talk her through a 'project plan'. What she wanted help with was making sure everything to do with her mother's property was dealt with. This included everything from utility bill payments, to re-homing her dog, to what should (or could) be done with her mother's personal possessions.

My client is an attorney for her mother under a registered EPA and has been dealing with her bank accounts for a little while now, but feels that her mother's move is going to trigger a lot of things that need to be sorted out - all at a time when she is handling the emotional turmoil of getting her mother settled into a new environment.

There isn't going to be a 'one size fits all' checklist for these situations,
but the following...

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