Why not take advantage of the coming of spring to review the contents of your protection mandate?
Here's how to review your protection mandate:
- Choosing your mandatary: The mandatary is the person who would be called upon to protect you and manage your assets, should you become incapacitated. Make sure they still agree to take on this responsibility.
- Management Powers: The management powers you have given to your mandatary must reflect your wishes. Would they be able to sell a major asset, like your home, or should they be limited to managing your expenses and income?
- The role of witnesses: Make sure that your witnesses are still able to certify your protection mandate, once it has been homologated.
- The role of the Substitute mandatary: Double-check their interest, because if your mandatary is unable to fulfill their role, or if they become unable to act, the Substitute mandatary would be asked to take over.
- Secure place: Keep your protection mandate in a secure place and let your mandatary know where the document is located.
For more information, consult our Web section Drawing up your protection mandate.
