All you need to bring to the appointment is some information (see below) about the lawyers you want to appoint and at least one piece of non-outdated and unselected government-issued ID card (for example. B driver`s license). Two documents that should be included in your estate planning file are a mandate and a representation agreement. As your will comes into play after you have succeeded, a mandate and representation agreement are for the commitment during your life. Both are important if you get sick or unable to act, so you are not able to make decisions for yourself or need the help of others. Both documents are binding and recognized by the courts: you direct medical, financial and legal professionals and the person (s) you appoint to respond to your requests and act on your behalf if you cannot do so yourself. According to the law, if you want to ensure that the person or people of your choice are able to make decisions about your personal and health care if you become mentally unable at some point in the future, you must make a replacement agreement. If you wish, you can also give your designated person (s) the authority to make decisions about your routine legal and financial matters in your replacement agreement (as well as, according to current legislation, important financial decisions such as the sale of your home). As mentioned above, in a representation agreement, you can give your representatives the power to handle your personal and health affairs as well as your legal and routine financial affairs. Under the current BC Act, representation agreements can also cover important financial matters such as the purchase or sale of real estate.

You can indicate in your representation agreement what your representative must respect when making decisions on your behalf and when and under what circumstances the agreement must enter into force. Are you preparing a power of attorney or representation agreement during coronavirus? There is currently a departmental regulation that temporarily allows remote signature and certified documents. For more information on remote witness requirements, see our information on developing planning documents during coronavirus.