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04
Final Step

Making It Happen

You've made your choices. Now let's create legally valid EPAs that will help you when needed.

The signing requirements

EPAs have strict legal requirements for signing. They must be witnessed by a lawyer (not just a JP) who must certify that you understand what you are signing and are signing voluntarily.

  • 1 The lawyer explains the effect and consequences
  • 2 You sign the EPA in front of the lawyer
  • 3 The lawyer certifies you understand and are acting freely
  • 4 Your attorney must also sign to accept their appointment

What to bring

When you come to sign your EPAs, please bring:

  • Photo ID (driver's licence or passport)
  • Full names and addresses of your chosen attorneys
  • Any specific restrictions or conditions you want included

"Most clients sign their EPAs at the same time as their will. This makes sense since you are already thinking about future planning."

After signing

Once your EPAs are signed:

  • Give a copy to your attorneys
  • Store the originals safely (we can hold them for you)
  • Consider giving your GP a copy of your personal care EPA
  • Let your bank know you have a property EPA

When to review

Consider reviewing your EPAs if:

  • - Your relationship with an attorney changes
  • - An attorney dies or becomes unable to act
  • - Your circumstances change significantly
  • - You move into a retirement village
  • - Your preferences about care change

You've completed the guide

You now understand:

  • Why EPAs are essential for future planning
  • How to choose property and personal care attorneys
  • The signing process and legal requirements

Ready to create your EPAs? Call us on 06 835 7394 or email 06 835 7394 .

What we do at this stage

We prepare your EPAs, ensure proper witnessing, and store them safely. We provide copies for you and your attorneys, along with guidance on their responsibilities.

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