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Criteria for selecting a proxy

Criteria for selecting a proxy

A durable power of attorney is an important legal tool that lets a person appoint someone else to handle their affairs when they can no longer do so themselves. Choosing the right attorney-in-fact is a significant decision that deserves careful thought: this is the person who will manage your money, your property, or your medical care at the most vulnerable point in your life. In this article we review the criteria for selecting an attorney-in-fact and give you the information you need to make an informed choice.

Criterion Importance Notes
Trustworthiness Very high Choose someone you can trust completely.
Legal capacity Necessary The attorney-in-fact must meet the requirements of the law.
Communication skills High Important for maintaining good relations with the grantor and those around him or her.
Relevant expertise Medium-high Depends on the type of matters to be handled.
Availability High The attorney-in-fact should be available when needed.

Key criteria for selecting an attorney-in-fact

1. Trustworthiness

When weighing the criteria for choosing an attorney-in-fact, trustworthiness sits at the top of the list. The attorney-in-fact will be responsible for significant decisions on your behalf, often without anyone looking over their shoulder, so you must be able to trust them fully.

2. Legal capacity

The law sets conditions the attorney-in-fact must meet. For example, he must be over the age of 18 and must not be under guardianship himself.

3. Communication skills

Communication skills are another important criterion. The attorney-in-fact will need to communicate effectively with the grantor, family members, and various professionals.

4. Relevant expertise

Relevant expertise is also worth considering. What you need from an attorney-in-fact varies with the type of matters to be handled. If complex financial affairs are involved, for example, consider appointing someone with a financial background.

5. Availability

Availability matters too. The attorney-in-fact should be reachable and able to act when needed.

Additional criteria to consider

6. Decision-making ability

The attorney-in-fact will have to make important decisions, sometimes under pressure, so the ability to decide clearly counts.

7. Familiarity with the grantor’s wishes

The attorney-in-fact needs to know the grantor’s values, wishes, and preferences well in order to act in line with them.

8. The relationship between the grantor and the attorney-in-fact

Consider the relationship itself. It should be built on mutual trust and respect.

9. Ability to handle stressful situations

The attorney-in-fact may find himself in difficult, sensitive situations and must be able to handle them in a calm, balanced way.

10. Integrity

The attorney-in-fact should be an honest person who always acts in the grantor’s best interest, without personal agendas.

Additional considerations when choosing an attorney-in-fact

Ability to work with others

Consider the candidate’s ability to work together with other people. The attorney-in-fact may need to cooperate with family members, doctors, lawyers, and other professionals.

Understanding legal documents

The attorney-in-fact will deal with various legal documents, so it matters that he or she can understand and interpret them.

Flexibility

The attorney-in-fact should be able to adapt to changing situations and adjust his actions accordingly.

Commitment

Weigh the candidate’s level of commitment as well. The role calls for a long-term commitment.

Maintaining confidentiality

The attorney-in-fact will be exposed to personal and sensitive information and must be able to keep it fully confidential.

The importance of legal advice

In family and legal matters, family law attorneys such as Adv. Avital Horef of Jerusalem can give professional advice on choosing an attorney-in-fact. They know the relevant laws and regulations well and can help you through the selection process.

Summary

The criteria for choosing an attorney-in-fact are many and varied: trustworthiness, legal capacity, communication, expertise, availability, judgment, and integrity. Weigh them all carefully and choose the person best suited to this important role. Remember that this decision can significantly affect your life in the years ahead, so give it the attention it deserves.

If you are still unsure how to choose an attorney-in-fact, consult a lawyer who practices in this field. They can give you further information and help you reach the best decision for you.

ניווט חוזר לנושא במאמר

לשאלות וייעוץ עם עורך דין מוסמך צרו עמי קשר - 072-336-0962. המידע במאמר זה נועד למטרות כלליות בלבד ואינו מהווה ייעוץ משפטי. אין להסתמך עליו כתחליף לייעוץ מקצועי מותאם אישית. בכל מקרה משפטי, מומלץ לפנות לעורך דין מוסמך.

This is the most critical decision in making an enduring power of attorney. Four criteria matter most: integrity, meaning whether the person will act in your interest even when you cannot supervise them; managerial ability, meaning whether they can make decisions under pressure and deal with banks and authorities; availability, meaning whether they will genuinely be reachable when needed; and familiarity with your views and wishes, since their role is to represent you rather than themselves. Sometimes the person closest to you emotionally is not the best suited to the role.

No. The law does not require a family relationship, and any adult who is capable of the role and consents to it may be appointed, including a close friend or a professional. Sometimes someone outside the family makes more balanced decisions precisely because they have no personal interest in the inheritance or the assets. On the other hand, appointing a relative who is uncomfortable with financial matters, or inclined to give way to pressure from siblings or other children, can prove a poor choice.

An informed person is a role that can be written into the power of attorney: they receive reports on the attorney in fact’s actions and may ask for explanations and review the figures, but they hold no decision making authority. The appointment adds a valuable layer of oversight and is particularly advisable where the attorney in fact is also a potential heir, a situation that creates a built in conflict of interest. More than one informed person may be appointed, and the document can specify which kinds of act trigger a report.

Yes. The document can provide that they act jointly, so that every act requires the agreement of all of them, which strengthens oversight and reduces the risk of abuse at the cost of slower decisions and possible deadlock if they disagree. Alternatively each can be authorised to act separately, or areas can be divided between them, for instance one for medical matters and another for financial ones. Either way it is worth setting out in advance how a disagreement between them is resolved and what each one’s powers are.

If neither the attorney in fact nor the substitute can act, whether through death, illness, conflict of interest or refusal, the power of attorney is left with nobody to act under it, and if the principal has already lost capacity a court appointed guardian becomes necessary. Preventing this is straightforward: name three people in order of priority, the primary appointee and two substitutes, and make sure all three have signed their consent to the role.

While the principal retains capacity, yes. Appointees can be added, replaced or removed, but the change requires an amended document made before a qualified lawyer and deposited again with the Administrator General; a change that has not been deposited is ineffective. It is worth revisiting the document every few years, and certainly after events such as a divorce, the death of an appointee, or a significant change in your relationship with them.

Family problems? You’ve come to the right place.

I am Attorney Avital Horef and I specialize in family law and provide solutions to all matters of personal status, including divorce agreements, financial agreements, representation in courts and rabbinical courts in divorce suits and property division, alimony, and visitation arrangements.

Among other things, the office provides a solution for women in distress, including issuing protection orders and orders to prevent threatening harassment against violent men, adopting children in Israel and abroad, as well as financial disputes within the family.

For a free consultation, I am here for you by phone: 072-336-0962

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