Lasting Power of Attorney (Property and Financial Affairs) — Word & PDF Template

This Lasting Power of Attorney for Property and Financial Affairs lets a donor appoint one or more attorneys to manage their money, bank accounts, property and finances. It is prepared for use in England and Wales under the Mental Capacity Act 2005.

Who is this template for?

For anyone who wants to choose trusted people to handle their financial affairs — whether to help now or only if they lose capacity — and for families supporting a relative with planning ahead.

What does the template include?

The document is organised into clear sections:

• Important Notice — how the LPA works and the need to register it.
• The Donor — the person granting the power.
• Attorney(s) — the people appointed to act.
• How Attorneys Act — jointly or jointly and severally.
• Replacement Attorney(s) — back-up attorneys.
• When the LPA Can Be Used — immediately or only on loss of capacity.
• Restrictions and Conditions — limits placed on the attorneys.
• Scope of Attorney’s Powers — the financial decisions they can make.
• Certificate Provider — confirmation of understanding.
• People to Notify — those told about registration.
• Registration — registering with the Office of the Public Guardian.
• Signatures — signing by the donor, attorneys and witnesses.

Easy to customise

The template works in Microsoft Word, Google Docs and LibreOffice. Fill in the highlighted fields, set your options and restrictions, and follow the signing guidance. The completed LPA must be registered with the Office of the Public Guardian before it can be used.

Format and scope

Provided as an editable Word (.docx) file and a ready-to-print PDF in A4 size, drafted for use in England and Wales.