Estate Planning
5 minutes reading time

Power of Attorney for Personal Care: A Comprehensive Guide for Ontario Residents

Written by:
The Tabuchi Law Team
Published on:
The Tabuchi Law Team
February 27, 2023
The Tabuchi Law Team
February 27, 2023

What is a Power of Attorney for Personal Care (POAPC)?

A Power of Attorney for Personal Care (POAPC) is a legal document allowing you to appoint someone to make decisions about your healthcare and personal well-being if you cannot do so yourself. This can happen for various reasons, such as illness, injury, or age-related conditions.

Your attorney for personal care will have the authority to make a wide range of decisions on your behalf, including:

  • Whether to consent to medical treatment, such as surgery or chemotherapy
  • Where you live, such as in a nursing home or with family
  • Who you spend time with, such as friends and family members
  • What you eat and wear
  • How your finances are managed

Why is a POAPC important?

A POAPC is essential because it allows you to ensure that your wishes will be respected, even if you cannot express them yourself. Knowing that someone you trust makes decisions on your behalf also gives you peace of mind.

Without a POAPC, if you cannot make decisions for yourself, a court may appoint a guardian to make decisions on your behalf. This guardian may not be someone you know or trust, and they may not make decisions in your best interests.

How to create a POAPC

To create a POAPC in Ontario, you must:

  1. Be at least 16 years old and mentally capable of understanding the document's implications.
  2. Choose someone to be your attorney for personal care.
  3. Discuss your wishes and values with your attorney for personal care.
  4. Complete a POAPC form.
  5. Have the POAPC form signed and witnessed by two adult individuals.

You can find a POAPC form on the website of the Ontario Ministry of the Attorney General.


What to consider when choosing an attorney for personal care

When choosing an attorney for personal care, it is crucial to consider the following factors:

  • Trust: Choose someone you trust to make decisions in your best interests.
  • Values: Choose someone who shares your values and beliefs.
  • Availability: Choose someone available to decide on your behalf if needed.
  • Ability: Choose someone who can make complex healthcare decisions and personal well-being decisions.

It is also essential to consider whether you want multiple attorneys for personal care. This is known as a "joint and several" POAPC. If you have more than one attorney for personal care, all of them will have the authority to make decisions on your behalf.

What to include in your POAPC

In addition to appointing an attorney for personal care, you can include specific instructions in your POAPC. These instructions can be about your healthcare preferences, living arrangements, or other personal matters.

For example, you could include instructions about:

  • Whether you want to be resuscitated if you go into cardiac arrest
  • If you wish to donate your organs
  • If you wish to be placed in a nursing home
  • Who you want to visit you while you are in the hospital

It is essential to be as specific as possible in your instructions. This will help your attorney for personal care to make decisions consistent with your wishes.

Reviewing and updating your POAPC

It is necessary to review and update your POAPC regularly. This is especially important if your circumstances change, such as getting married, divorced, or having children.

You can also revoke your POAPC anytime if you are mentally capable. To withdraw your POAPC, you must notify your attorney for personal care in writing. You should also file a copy of the revocation with the Ontario Registrar of Personal Property.

The benefits of seeking legal help

While it is possible to create a POAPC on your own, it is absolutely critical to seek legal help from an experienced lawyer. By teaming up with knowledgeable lawyers at Tabuchi Law, you can confidently navigate this process and establish a sound framework for the future. A lawyer can help you to:

  • Ensure that your POAPC is legally compliant and enforceable.
  • Understand the full implications of the POAPC.
  • Make sure your POAPC is tailored to your needs and circumstances.
  • Avoid potential disputes or complications in the future.

Examples of personal care decisions

Here are some examples of personal care decisions that your attorney for personal care may need to make on your behalf:

  • Whether to consent to medical treatment, such as surgery or chemotherapy
  • Where you live, such as in a nursing home or with family
  • Who you spend time with, such as friends and family members
  • What you eat and wear
  • How your finances are managed
  • Whether to consent to medical treatment, such as surgery or chemotherapy
  • Where you live, such as in a nursing home or with family
  • Who you spend time with, such as friends and family members
  • What you eat and wear
  • How your finances are managed
  • Whether you want to be resuscitated if you go into cardiac arrest
  • If you wish to donate your organs
  • Whether you want to be placed in a nursing home
  • Who do you want to visit you while you are in the hospital
  • If you wish to continue living at home with assistance or move into a long-term care facility
  • If you wish to receive palliative care or life-sustaining treatment
  • What kind of religious or spiritual care would you like to receive
  • How your personal property should be distributed after your death

Your attorney for personal care may also need to make decisions about your care, such as:

  • What kind of clothes you want to wear
  • What type of food you want to eat
  • What activities do you want to participate in
  • How you want to spend your free time
  • Who do you want to communicate with

It is important to note that your attorney for personal care is legally bound to act in your best interests. This means they must consider your wishes and values when making decisions on your behalf, even if those decisions differ from what they would do for themselves.


How to choose an attorney for personal care

When choosing an attorney for personal care, it is vital to consider the following factors:

  • Trust: Choose someone you trust to make decisions in your best interests.
  • Values: Choose someone who shares your values and beliefs.
  • Availability: Choose someone available to decide on your behalf if needed.
  • Ability: Choose someone who can make complex healthcare decisions and personal well-being decisions.
  • Familiarity with your situation: Choose someone with your medical history, personal preferences, and family situation.

It is also essential to consider whether you want multiple attorneys for personal care. This is known as a "joint and several" POAPC. If you have more than one attorney for personal care, all of them will have the authority to make decisions on your behalf.


Tips for discussing your POAPC with your attorney for personal care

Once you have chosen an attorney for personal care, it is necessary to discuss your wishes and values with them. This discussion can be challenging, but being as honest and open as possible is essential.

Here are some tips for discussing your POAPC with your attorney for personal care:

  • Start by talking about your general values and beliefs. This will help your attorney understand what is important to you and how you would want to be treated if you could not decide for yourself.
  • Be specific about your healthcare preferences. Do you have any particular treatments or procedures that you want to avoid? Are there any treatments or procedures you would only want under certain circumstances?
  • Talk about your personal preferences. Where do you want to live? Who do you want to spend time with? What activities do you want to participate in?
  • Don't be afraid to ask questions. If you don't understand something, ask your attorney to explain it.

It is also essential to review your POAPC with your attorney regularly. This will help to ensure that your POAPC still reflects your current wishes and values.


Conclusion

Creating a Power of Attorney for Personal Care (POAPC) is essential in estate planning. It allows you to ensure your wishes will be respected, even if you cannot express them yourself. Knowing that someone you trust makes decisions on your behalf also gives you peace of mind.

If you are considering creating a POAPC, seeking legal help from experienced lawyers like ours at Tabuchi Law is necessary. A lawyer can help you draft a POAPC tailored to your needs and circumstances and comply with all applicable laws.

Subscribe to newsletter

Subscribe to receive the latest blog posts to your inbox every second month.

By subscribing you agree to with our Privacy Policy.
Thank you for subcribing
Oops! Something went wrong while submitting the form.
Probate Tax Calculator

Ontario Probate Tax Calculator

Disclaimer
The information provided on this blog is intended for general knowledge and informational purposes only and does not constitute legal advice. The content on this blog is not a substitute for professional legal advice tailored to your specific circumstances. Laws and regulations are constantly changing, and the information provided on this blog may not be current or accurate. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information contained in this blog. For specific legal advice regarding your situation, we strongly recommend that you consult with our firm or another qualified legal professional. Do not rely on information found on this blog as a substitute for personalized legal advice.

Here are some more interesting articles:

Information is power!

The Ultimate Guide to Estate Planning in Ontario
Estate Planning
5 min read

The Ultimate Guide to Estate Planning in Ontario

Why is estate planning important?

Estate planning is the process of managing your assets during your lifetime and after your death. It involves creating a plan to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after you are gone.

Estate planning is important for everyone, regardless of age, wealth, or marital status. It can help you to:

  • Avoid probate, which is a time-consuming and expensive legal process that distributes your assets after your death.
  • Protect your assets from creditors and lawsuits.
  • Ensure that your assets are distributed to your desired beneficiaries in the way that you want.
  • Minimize estate taxes.
  • Provide for your minor children and other dependents.
  • Make your wishes known for your end-of-life care.

What is probate?

Probate is the legal process of distributing a deceased person's assets. It involves proving the validity of the deceased's will and appointing an executor to carry out the wishes of the deceased.

Probate can be a complex and time-consuming process, and it can also be expensive. The probate fees charged by the courts vary from province to province, but they are typically based on the value of the deceased's estate.

How to avoid probate

There are a number of ways to avoid probate, including:

  • Living trusts: A living trust is a legal document that transfers ownership of your assets to a trustee. The trustee will manage your assets during your lifetime and distribute them to your beneficiaries after your death. Living trusts are a complex estate planning tool, so it is important to speak to an estate planning lawyer to determine if a living trust is right for you.
  • Joint ownership: Joint ownership is a type of ownership where two or more people own the same asset. When one joint owner dies, their interest in the asset automatically passes to the other joint owners. Joint ownership can be a simple and effective way to avoid probate for certain assets, such as bank accounts and real estate. However, it is important to understand the rights and responsibilities of joint ownership before transferring assets to joint ownership.
  • Beneficiary designations: Beneficiary designations allow you to specify who will receive certain assets after your death, such as insurance policies, retirement accounts, and bank accounts. Assets with beneficiary designations are not subject to probate.

Other estate planning tools

In addition to living trusts, joint ownership, and beneficiary designations, there are a number of other estate planning tools that can be used to avoid probate and protect your assets. These tools include:

  • Powers of attorney: A power of attorney is a legal document that gives another person the authority to act on your behalf. You can create a power of attorney for financial matters or for healthcare matters. A power of attorney can be helpful if you become incapacitated and are unable to manage your own affairs.
  • Guardianships: If you have minor children, you will need to appoint a guardian to care for them after your death. You can appoint a guardian in your will.
  • Wills: A will is a legal document that specifies how you want your assets to be distributed after your death. If you die without a will, your assets will be distributed according to the laws of intestacy in your province.

Benefits of estate planning

Estate planning offers a number of benefits, including:

  • Peace of mind: Knowing that your affairs are in order and that your loved ones will be taken care of after you are gone can give you peace of mind.
  • Reduced legal costs and delays: Probate can be a time-consuming and expensive process. Estate planning can help to reduce legal costs and delays by avoiding probate.
  • Asset protection: Estate planning can help to protect your assets from creditors and lawsuits.
  • Tax minimization: Estate planning can help to minimize estate taxes.
  • Family protection: Estate planning can help to ensure that your assets are distributed to your desired beneficiaries in the way that you want.
  • End-of-life care: Estate planning can help to make your wishes known for your end-of-life care.

How to get started with estate planning

The first step in estate planning is to gather your information. This includes making a list of your assets, debts, and beneficiaries. You should also think about your end-of-life care wishes.

Once you have gathered your information, you can start to create your estate plan. It is important to speak to an estate planning lawyer to get help creating an estate plan that meets your individual needs.

Hire an estate planning lawyer

An estate planning lawyer can help you to:

  • Understand your estate planning options
  • Create an estate plan that meets your individual needs
  • Review your estate plan regularly to ensure that it is up-to-date

Gather your information

Before you meet with an estate planning lawyer, it is important to gather your information. This includes making a list of your assets, debts, and beneficiaries. You should also think about your end-of-life care wishes.

Create your estate plan

Once you have gathered your information, you can start to create your estate plan. This may involve creating a will, a living trust, and other estate planning documents. It is important to work with an estate planning lawyer to create an estate plan that meets your individual needs.

Review and update your estate plan regularly

Your estate plan should be reviewed and updated regularly to ensure that it is up-to-date and that it reflects your current wishes. It is especially important to review your estate plan after major life events, such as marriage, divorce, or the birth of a child.

Example of how estate planning can avoid probate

Here is an example of how estate planning can avoid probate:

John and Mary are married and have two children. They own a home, a bank account, and a retirement account. John and Mary want to ensure that their assets pass smoothly to their children after they die.

John and Mary create a living trust and transfer their home and bank account to the trust. They also name their children as the beneficiaries of their retirement account.

John dies, and Mary inherits his interest in the living trust. After Mary dies, the assets in the living trust are distributed to their children.

Because John and Mary's assets were held in a living trust, they avoided probate. This saved their children time and money.

Conclusion

Estate planning is an important part of financial planning. It can help you to protect your assets, ensure that your wishes are carried out after you are gone, and reduce the burden on your loved ones. If you have not already done so, I encourage you to speak to an estate planning lawyer to get started with your estate plan.

Ontario Estate Planning: Understanding Non-Probate Assets
5 min read

Ontario Estate Planning: Understanding Non-Probate Assets

When a person dies without a will, their assets are distributed according to Ontario's intestacy rules. However, certain assets, such as jointly owned property and life insurance policies with named beneficiaries, are excluded from intestacy distribution. Understanding these exclusions is important for estate planning.