CLIENT INFORMATION FOR POWER OF ATTORNEY

Completing all fields is mandatory

    Please Note: Generally, capacity is defined as the ability to make decisions, and to understand the consequence of those decisions.

    Client Information Required

    PRINCIPAL

    Please Note: The Principal is the person providing the Power of Attorney, so that someone else can act on their behalf with respect to Property/Financial matters and/or Personal Care matters.

    ATTORNEY

    Please Note: The Attorney is the person appointed by the Principal to act on their behalf with respect to Property/Financial matters and/or Personal Care matters.

    SUBSTITUTE ATTORNEY

    Optional: If you would like to list a Substitute Attorney, in the event that the first Attorney is unable or unwilling to act on your behalf, please do so here.

    SUBSTITUTE ATTORNEY 2

    Optional: If you would like to list a second Substitute Attorney, in the event that Substitute Attorney 1 is unable or unwilling to act on your behalf, please do so here.

    Identification Verification

    IDENTIFICATION VERIFICATION

    Criteria: https://www.fin.gov.on.ca/en/bulletins/ltt/1_2008.html

    THE TWO FORMS OF ID MUST BE THE FOLLOWING

    • Driver's Licence
    • Passport
    • Permanent Resident Card
    • Citizenship Card
    • Social Insurance Number Card

    ONE FORM OF ID MUST BE PHOTO ID WITH SIGNATURE

    You must upload the front and back side of your ID

    Additional Information

    Client Consent re: Communication

    Please list any other person or persons that our office may discuss information regarding your file. By filling in the below,
    you acknowledge the risks associated with various forms of client communication such as emails and phone calls. There is a potential loss of confidentiality should the client(s) share lawyer/client emails with others

    Example: Parent(s), Children, etc.

    Opt Out re: Communication

    Please list any person or persons, which you are specifically not authorizing our office to communicate with regarding your matter.



    Privacy Issues

    Please note that our office will normally correspond with you by e-mail. However, there are risks to solicitor-client privilege and various privacy issues inherent in communicating details by e-mail and/or other electronic media. By completing this form, you are acknowledging these risks, and agreeing for our law office to communicate with you by e-mail.

    Reliance on Information Provided

    We are relying on the accuracy of the information you have provided in this form in completing your transaction, which has the same risks with solicitor-client privilege as identified in the “Privacy Issues” section, and our law office will not be held liable as a result of any information you have incorrectly inputted into this online form.