In Queensland, Enduring Powers of Attorney documents are key documents in the estate and future planning process, and therefore, it is important that those who create the document, or are given responsibilities and powers pursuant to the documents, fully understand them.
An Enduring Power of Attorney (‘EPOA’) is a that nominates a person (referred to as the Attorney) to make decisions for the person who creates the document (referred to as the Principal) when the Principal does not have capacity to make those decisions for themself (or earlier in certain situations).
In an Enduring Power of Attorney document, a Principal can appoint an Attorney to make either:
EPOA forms can be downloaded from the Queensland Government publications portal. There are two options for an EPOA.
Use this form to appoint:
Use this form to appoint different attorneys for health and personal decisions and for financial matters.
The Principal can also provide some details about any particular views they would like the Attorney to take into account when performing their duties as an Attorney. This could include some particular wishes about health preferences or ways they would like the financials to be handled.
If the Principal has some specific wishes they would like to include, then they may also wish to consider signing an ‘Advanced Health Directive’ to convey those wishes. This is a different document in the estate planning process than an EPOA.
Most commonly, Principals will appoint a trusted friend or family member (or multiple people), but who is appointed is a choice entirely for the Principal.
In some circumstances, the Principal may choose to appoint the Public Guardian or the Public Trustee for their decisions. The Public Guardian and the Public Trustee are both independent government-funded offices that assist those who are unable to make their own decisions.
Ultimately, the decision of who is appointed as the Attorney is entirely up to the Principal, but there are some particular requirements of who is eligible to be an Attorney in Queensland, including that:
Principals may also wish to appoint multiple people to act as their Attorney. Where that is the case, the Principal will also have to nominate how those multiple Attorneys will need to work together in those roles. Some of the options include:
There are several items that are required in order to ensure that an EPOA document is compliant and valid.
A few common errors include:
More information about the steps required to make a compliant EPOA is contained in the Queensland Government’s enduring power of attorney explanatory guide.
Unfortunately, you are not able to make an Enduring Power of Attorney if you do not have capacity.
If you were to lose capacity and require a decision maker without having first made an EPOA, then your friends or family who would be assisting you to make decisions in your place, would be required to apply to the Queensland Civil and Administrative Tribunal (QCAT) to be appointed as either a Guardian (for health/personal matters) or an Administrator (for financial matters), or both.
QCAT provides more information about administrator or guardian applications on their website.
Being appointed as an Attorney pursuant to an EPOA comes with important responsibilities to act in the best interest of the Principal when making decisions on their behalf. Initially, Attorneys must read and understand the EPOA document to understand the Principal’s wishes in relation to decisions made. If an Attorney has any questions about how they can make decisions and act for the Principal in line with the EPOA document, they may wish to seek legal advice.
The Public Guardian in Queensland has developed some helpful materials for Attorneys, including this publication.
An Attorney, pursuant to an EPOA, has a significant amount of power over the Principal, particularly given that once the EPOA is enacted, the Principal will usually have lost capacity and be vulnerable. Where an Attorney may not be performing their duty properly (and in the best interests of the Principal), there are mechanisms in place for these concerns to be raised and addressed if needed.
Firstly, a report can be made to the Office of the Public Guardian in Queensland (OPG), which will consider the report and whether an investigation or further steps may be required to intervene.
Alternatively, or in conjunction with the report to the OPG, the concerned person may make an application to QCAT for the Attorney to be removed or restricted in some other way.
The person who makes the application does not necessarily have to be the person who is appointed as the new Attorney, although they may apply for that to be the case. Ultimately, QCAT will be the decision maker of who should be appointed and may eventually conclude that either the Public Guardian (for personal/health decisions) or the Public Trustee (for financial decisions) are the most appropriate decision makers to be appointed.
You may wish to seek legal advice about your options about an Enduring Power of Attorney and other estate planning documents (like your Will or an Advance Health Directive). IM Lawyers has the expertise and experience to help you through this process and support you to finalise all the necessary steps.
This article is of a general nature and should not be relied upon as legal advice. If you require further information, advice or assistance for your specific circumstances, please contact IM Lawyers.