Financial LPA Acknowledgement

Financial LPA Acknowledgement

This Financial Lasting Power of Attorney Acknowledgement records the Attorney's receipt of and obligations under the Lasting Power of Attorney relating to the donor's property and financial affairs.

Donor and LPA Identification

Donor Name:

LPA Document Date:    Registration Number (if registered):

Attorney Acknowledgement

Contact Phone:    Email:

Role of Attorney: Sole attorney Jointly with others Jointly and severally

Acceptance and Declarations

By signing below the Attorney confirms, warrants and declares the following:

I accept appointment as Attorney under the LPA and acknowledge the powers granted to me by the Donor in the referenced LPA.

I am of the requisite legal capacity and not subject to any legal disability or disqualification that would prevent me from acting as Attorney.

I have no undisclosed personal or financial interest that would create a conflict in exercising the authority granted by the LPA, and I will disclose any conflict that arises.

Duties, Limitations and Recordkeeping

I acknowledge my duties under the LPA and applicable law, including but not limited to:

a) To act in the Donor's best interests, taking into account the Donor's past and present wishes, feelings, beliefs and values where known; and to avoid acts that would improperly benefit me or any third party.

b) To exercise reasonable care and skill in the management of the Donor's property and financial affairs and to keep clear, accurate records of all decisions, transactions and accounts.

c) To comply with any express restrictions or conditions set out in the LPA. Where the LPA imposes specific limits on authority, I will not act beyond those limits.

d) To retain documents, receipts and accounts sufficient to demonstrate the exercise of my authority and to provide such records to any person required by law or by the Donor in a manner consistent with the LPA.

Notifications, Liability and Indemnity

I agree to promptly notify any co-attorneys, the Donor (if capable), and relevant third parties about my appointment where appropriate. I understand that I may be held liable for loss resulting from any breach of my duties and that I may be required to account for my acts and decisions.

Where permitted by law and by the terms of the LPA, I may be indemnified from the Donor's estate for costs properly incurred in carrying out my duties; such indemnity does not extend to losses arising from negligence, willful misconduct or failure to comply with statutory obligations.

Acknowledgement of Documents Received

I confirm receipt of the following documents (select all that apply):

Original executed LPA document

Certified copy of the LPA

Written guidance or instructions from the Donor regarding preferences or routines

Additional Notes

Certification

I certify that the information provided in this Acknowledgement is complete and true to the best of my knowledge. I understand that this Acknowledgement does not amend the LPA and that in the event of any inconsistency, the terms of the executed LPA shall govern.

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