For many, making a power of attorney or as personal directive is secondary to creating a valid will and other estate planning concerns. This paper provides a reference to the basic components of a well-drafted PA or PD and sets out additional drafting considerations for either. Its aim is to equip the practitioner to prepare or refine his or her own precedents and identify ways to go beyond the basic to help clients plan for their own unique circumstances.

This paper was presented at LESA’s Drafting Personal Directives and Enduring Powers of Attorney program held in December, 2013.