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Keeping your important documents safe

Philippa Barton

Posted by Philippa Barton | Partner
On 8th November 2019

Most of us have some important documents like an original will or a power of attorney. If you keep these documents at home, there is a risk of loss if you are burgled, or of damage by flooding or fire.

Many people choose to store their original wills with their bank. Some banks charge for this service. Banks do not always provide a reliable service as wills can still be mislaid by them.

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As a deputy, what are my responsibilities?

Philippa Barton

Posted by Philippa Barton | Partner
On 27th November 2018

A property and affairs deputy is appointed by the Court of Protection to make financial decisions on behalf of a person who lacks mental capacity.

The deputy has a similar role to a trustee. They must keep the deputyship funds entirely separate from their own personal funds. They must keep proper records and accounts. The deputy’s powers are set out in the deputyship order and the deputy must ensure that they comply with the terms of that order.

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