LPA Family Pack · England & Wales

Make your Lasting Power of Attorney the easy way.

A step-by-step guide and workbook for families, from first decision to registered LPA. For England and Wales.

What's inside, page by page

Edition 1, October 2026, in 6 parts. Facts checked on 18 October 2026 and cited on the page where they're used. Three worked examples follow a fictional, clearly labelled family; they are examples, not recommendations.

1. 1

   Cover

   Not legal advice and doesn't fill in the official forms; the official forms and GOV.UK online service are free; the £92 per LPA goes to OPG. Not connected to OPG or GOV.UK.

2. 2

   Contents: What's in this workbook

   Who it's for, clickable contents in 6 parts, how the workbook works, and the edition box.

3. 3

   Part 1 · Start here: your first 30 minutes

   Five timed first steps and a decision tree: which part of the UK, what to do if you're worried the donor can no longer decide, which LPA, and who's involved.

4. 4

   Part 1 · Roadmap and checklist

   A five-stage roadmap and 19 steps, each with a tick, a date and a page reference.

5. 5

   Part 2 · Choosing attorneys: the Hales' scorecard (worked example)

   A filled-in scorecard for three candidates from a fictional family.

6. 6

   Part 2 · Who could be an attorney?

   The legal rules, and a scorecard for 3 candidates with 6 practical questions.

7. 7

   Part 2 · Talk to them first, then draft the wishes

   A five-point check that each attorney understands, paying attorneys, gift limits, and preferences vs instructions with two drafting boxes.

8. 8

   Part 2 · Replacements, and how attorneys decide

   When a replacement steps in, a table for 3 replacements, and jointly / jointly and severally / a mix compared, with an "our choice" grid for each LPA.

9. 9

   Part 2 · People to notify (optional)

   The rules, LP3 timing and the 3-week window, with a table for 5 people.

10. 10

    Part 2 · Family meeting pack: agenda, decisions log, and who does what

    The donor speaks first; a 9-item agenda with a decisions log, a who-does-what table and a box for unresolved questions.

11. 11

    Part 2 · Talking about care and treatment

    Options A and B for section 5 quoted neutrally, with no recommendation, and four prompt boxes in the donor's own words.

12. 12

    Part 3 · Signing day: the Hales' running order (worked example)

    A filled-in running order over two signing dates, with notes on order, witnesses and the same paper original.

13. 13

    Part 3 · Running order and tick sheet

    A numbered grid for every signature in order, with a tick and date for each LPA, the witness's name, and witness rules at a glance.

14. 14

    Part 3 · Handout: You are the donor

    A print-and-give sheet: where you sign, in order, and who can be your witness.

15. 15

    Part 3 · Handout: You are the certificate provider

    An eligibility check with every exclusion to tick off, and what to do on signing day.

16. 16

    Part 3 · Handout: You are an attorney (one per attorney)

    Where you sign, witness rules, and what to know before you sign.

17. 17

    Part 3 · Handout: You are a witness (one per witness)

    Who can witness whom, what to do, and a record of what you witnessed.

18. 18

    Part 4 · Which route? Exemption, remission, hardship

    A fee-help flowchart: pay nothing, pay half, or ask about hardship; timing and reviews.

19. 19

    Part 4 · Fee help: Margaret's worksheet (worked example)

    A filled-in fee-help worksheet for a fictional donor, with 2026/27 reference figures.

20. 20

    Part 4 · Your fee-help worksheet

    Exemption benefits to tick, a weekly and yearly income tally, the route chosen and an evidence checklist.

21. 21

    Part 4 · Final check

    14 checks for each LPA against the mistakes the official guidance warns about. It can't guarantee registration.

22. 22

    Part 4 · Sending and registration progress

    GOV.UK's processing times quoted exactly, a 12-row tracker for each LPA, and a log of calls and letters.

23. 23

    Part 5 · Using the LPA with organisations

    Access codes, certified copies, ID checks, and a record of organisations and access codes.

24. 24

    Part 5 · Attorney duties on one page

    When you can act, the Mental Capacity Act principles, and a decisions and spending log.

25. 25

    Part 5 · Where everything is kept 1: Documents and key contacts

    Where 10 documents are kept and who has them, and 9 key contacts.

26. 26

    Part 5 · Where everything is kept 2: Accounts and providers

    12 account types with provider and last 4 digits only (never passwords), and a digital life box.

27. 27

    Part 5 · Yearly review

    A six-point yearly checklist, what to do if the donor wants a change, and a review log.

28. 28

    Part 5 · When an LPA ends

    All the ways an LPA ends, what happens at death, and a record.

29. 29

    Part 6 · Glossary in plain English

    29 terms, from access code to witness, with page pointers.

30. 30

    Part 6 · Free help, and sources

    Free official help with clickable links, Scotland, Northern Ireland and older EPAs, and the full source list.

See inside: real pages from the PDF