Skip to content

Technical Pack: How To Prepare Property & Financial Decision LPAs For Clients

£60.00 + VAT

This is a substantial information pack produced by Gill Steel, Owner/Director, LawSkills Ltd
Premier trainer in Wills, Probate, Trusts, Tax & Elderly Client

SRA Competence A2 

75-Page PDF Document

Digest Member Price £50.00 (+ VAT)

The purpose of this Technical Learning Pack is to provide practitioners with information and tools which get them moving on a topic of relevance to daily practice.

It will be useful for all kinds of practitioners, including:

  • Beginners learning the ropes and needing some tools to get started
  • Individual users undertaking self-study either as research for a client matter or as part of their personal development
  • Team leaders who are keen to ensure their own internal manuals and practice workflow is up to date
  • Learning management system managers who need to update materials for use in their organisation.

It will help practitioners gain confidence in preparing a Property & Financial Decision LPA for clients and thereby significantly speed up the LPA preparation.

This TLP covers the background to LPAs, discusses lack of capacity and its consequences as well as overlap and differences between the MCA test and the common law tests which apply in different situations; executing an LPA with guidance notes; registering an LPA; offers guidance for donors and for attorneys; identifies common mistakes and offers detailed information on safeguards against Financial Abuse.

It contains detailed information for the practitioner during the LPA process.

  • Enabling them to guide and protect the donor.
  • Helping them to understand and communicate about issues such as mental capacity.
  • Offering guidance for the attorneys, and on executing and registering an LPA.