Personal Directive Checklist

Personal Directive Checklist

Download Print Version of Personal Directive Checklist

Things to consider when making a Personal Directive

  1. Revocation
    • If there are previous ones that are being revoked: locate, get back, and destroy or revoke in writing.
  2. Choosing an Agent(s)
    • Who to name?
    • One or more to add jointly?
    • Consider one or more alternates
    • What skills, attributes, resources, experience do they have that make them appropriate?
    • Do they understand what it involves?
    • Have they agreed?
    • Gather all the information these people needFor example: location of your will and safety deposit box; where to find financial, property and personal information
    • Keep in mind family dynamics
  3. Powers
    • Consider what powers to give them (a little or a lot)
    • Be clear
  4. Other Content Considerations
    • Who makes decision about when andhow the Personal Directive will come into effect?
    • Who is to be notified that the Personal Directive has come into effect (and who do you want notified)?
    • How / when are decisions of the Agent(s) to be reviewed?
    • Payment for the Agent
  5. Completion of Document
    • Will you use a lawyer or not?You may wish to consult a lawyer if you hae complicated needs or plans. If you’re concerned someone will challenge your capacity, or if there are family difficulties
    • Make sure all legal requirements are met
  6. What to do with it
    • Give your Personal Directive to individuals who you want to have a copyfor example: Lawyer, Attorney(s) under Power of Attorney
    • Keep a list of who has a copy (in cas you need to get them back later)
    • Keep the original in a safe place
  7. Review regularly

For more information, check out the following free publications:
Making a Personal Directive
Being an Agent in Alberta

Download Print Version of Personal Directive Checklist

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