Elephant Legal Wills, Planning and Legal Services
Client questionnaire Lasting Powers of Attorney

Lasting Powers of Attorney

Your Lasting Power of Attorney questionnaire

Thank you for choosing Elephant Legal to help prepare your Lasting Powers of Attorney. This questionnaire gathers the information needed to prepare the LPA or LPAs you have chosen and to record your instructions, attorney arrangements and preferences clearly.

Before you begin

A Lasting Power of Attorney allows you to appoint people you trust to make decisions for you or support you with decisions if help is ever needed in the future.

Depending on your instructions, this questionnaire may cover a Property and Financial Affairs LPA, a Health and Welfare LPA, or both. It can also collect information for one person or for a couple completing up to four LPAs together.

Only questions relevant to your circumstances and chosen LPAs will appear. You do not need to have every detail decided before you start. Where you are unsure, you can say so and anything requiring further discussion can be dealt with before your documents are prepared.

Please do not enter passwords, PINs, bank security details, account access codes or other confidential login information into the questionnaire.

1

Complete the questionnaire

The secure form will open in a separate browser tab and will adapt to the LPAs you have chosen.

2

Your answers are reviewed

Rick will review the information and identify anything that needs to be clarified or discussed.

3

Your LPA documents are prepared

You will have an opportunity to review the forms before they are finalised and sent for signing.

Continue when you are ready

Open your Lasting Power of Attorney questionnaire

Selecting the button will take you to the questionnaire in a new browser tab. Your answers will be sent to Elephant Legal when you submit the completed form.

Continue to questionnaire

Opens securely through Tally.

About the questionnaire provider

Your questionnaire is hosted by Tally

The questionnaire opens on Tally, an independent online form provider based in Belgium. Elephant Legal uses Tally to collect your answers in a structured and secure way.

European data storage

Tally states that form data is stored in Europe and that it complies with the European GDPR framework.

Encrypted information

Tally states that form data is encrypted while it is being sent and while it is stored.

Used for your service

Elephant Legal remains responsible for the information collected and will use your answers to provide the service you have requested.

No account access details required

You should not enter passwords, PINs, bank security details or other account access information anywhere in the questionnaire.

Read the privacy information

You can review Tally’s information about data protection and Elephant Legal’s privacy policy if you would like further details before completing the questionnaire.

Need some help?

You do not need to make every decision alone

You are welcome to ask a question if you are unsure how to answer something or would prefer to discuss your attorneys, replacement attorneys, preferences or instructions before submitting the questionnaire.