Planning for a time when you may need help making decisions is personal. A useful consultation gives you room to describe what matters to you and ask how different documents work. You do not need to arrive with a completed form or a final choice of appointee. Begin with the decisions you want to discuss and the questions you cannot yet answer.
DISCUSSION POINT 01
Identify the decisions you mean
Financial affairs, personal matters and health decisions should not be treated as interchangeable. The documents and terminology vary by state or territory. For example, Service NSW describes a power of attorney as a document concerning assets and financial affairs. Ask a lawyer practising in the relevant jurisdiction to explain which arrangements address your goals. A familiar document name from another state, or a form used by a relative, may not answer the question you have.
DISCUSSION POINT 02
Explore the proposed person’s role
Think about who you trust, whether they are willing to be considered and what practical difficulties they might face. Rather than assuming the appointment gives unlimited authority, ask about the powers, restrictions and safeguards that can be discussed. Mention potential conflicts or concerns privately to the adviser. If someone is helping you organise the appointment, ask how you can also speak with the lawyer alone. The meeting should provide space for your own questions and wishes.
DISCUSSION POINT 03
Bring existing documents without changing them first
Locate any earlier planning documents and note where signed originals are kept. Tell the office if you cannot find them or are unsure whether they remain current. Ask which identification and background information to bring and whether the initial appointment includes drafting or only advice. Do not write over, destroy or replace an existing signed document simply because you have booked a consultation. Changes, witnessing and other requirements need advice appropriate to your circumstances and location.
Pause for two useful questions
Are the same planning documents used throughout Australia?
No single national checklist covers every arrangement. Names and requirements vary. Ask about the jurisdiction relevant to you.
Does this website prepare or validate a power of attorney?
No. It helps organise consultation questions. It does not draft, witness, assess capacity or validate legal documents.
DISCUSSION POINT 04
Check the steps after advice
At the end of the meeting, ask what has been decided and what is still only a proposal. Clarify any further appointments, preparation fees and signing arrangements. Ask how copies and originals should be managed, and whom you may need to inform once documents are properly completed. A preparation checklist is not a capacity assessment or a substitute for legal advice. If you feel pressured or do not understand an explanation, say so and ask for more time or independent assistance.
General preparation, not legal advice. Official reference: Service NSW: getting started with a power of attorney. Checked 19 September 2026.