A record of your stewardship.
You've been asked to manage someone else's financial affairs — a serious responsibility, and one that benefits from keeping a careful record.
This document helps you do the work, and leaves a clear trail of how decisions were made.
How this works
- Fill it in as you go. The tool is designed to be used over months or years, not completed in one sitting.
- Every change saves automatically after the Grantor’s name is filled. Your Cherry Hill team has access to this record through the same link you’re using — they can see what you see.
- Use Save as PDF to print a hard copy or attach a snapshot to a file. Use Share read-only link to give a co-Attorney, accountant, or anyone else view-only access.
- The Action Log is the heart of this document. Every significant decision you make belongs there — what you did, why, and who you consulted.
- When the grantor dies or the Power of Attorney ends, Section IX helps hand things off cleanly to the executor.
The person you're acting for.
The basics — who the grantor is, when the Power of Attorney took effect, and how you're authorised to act.
Terminology varies by province. In Ontario, "Power of Attorney for Property." In BC, "Enduring Power of Attorney." The concept is the same.
This is a working reference copy — the original stays wherever you've noted above. Uploading here just makes it easier to consult when you need it.
If the POA document specifies how multiple Attorneys make decisions together, note it here.
Power of Attorney for Personal Care is a separate instrument from the financial POA — it covers health care and personal living decisions. It may be held by you, by the same people, or by different people entirely. Record whoever holds it.
The advisory team.
The professionals you'll work with. Cherry Hill is here to coordinate across the rest — lawyer, accountant, insurance, care providers. You don't have to quarterback every call yourself.
Any significant decision made in consultation with a professional should be noted in the Action Log, with the person's name. A documented record of who you consulted — and when — is one of the strongest protections against later questions.
Your Cherry Hill team has access to this record through the same link you're using — they don't need you to forward anything. If you're unsure whether a decision needs a professional's input, start here. The team coordinates with the estate lawyer, accountant, and insurance advisor on your behalf.
Accounts under your authority.
Every bank, investment, and registered account you can now access on the grantor's behalf. Add each one as you identify it, and update balances as they change.
It's unusual to have a complete picture on day one. Accounts get discovered over weeks — through mailed statements, emails, old files. Add them as you find them.
Financial institutions often require their own POA paperwork before granting access. Log any friction in Section VIII.
Insurance and claims.
Life, health, disability, long-term care. Track every active policy, where premiums are coming from, and whether a claim has been filed.
Ongoing income.
CPP, OAS, pensions, rental income, annuities — every regular deposit coming in. Where it lands, how often, and whether it's still active.
Recurring obligations.
Every regular bill and obligation. Property taxes, utilities, care facility fees, subscriptions, support payments. Whether auto-pay is confirmed, and from which account.
One of the first priorities when a POA activates is making sure nothing goes unpaid. Walk through the last three months of bank statements and build this list from there — it's the cleanest way to catch everything.
Auto-pay sometimes breaks when authority on an account changes. Verify each one is still running.
Real property.
Every property the grantor owns — primary residence, recreational, investment, commercial. Where things stand today.
Your action log.
The most important section in this document. Every meaningful decision, what you did, why, and who you consulted. Most recent entry goes at the top.
Why this mattersAs Attorney, you owe a fiduciary duty to the grantor — and your decisions may be reviewed later by family, by an accountant, potentially by a court. A dated contemporaneous record is your strongest protection, and the executor's clearest handoff.
Log anything that isn't routine. Large transfers. Property sales. Care decisions. Benefits applications. Any moment a professional was consulted. Any moment you made a judgement call.
When the time comes.
When the grantor dies, your authority as Attorney ends and the executor's begins. This section makes the handoff clean.
Your authority under a Power of Attorney ends the moment the grantor dies — even if the death is sudden. From that moment forward, the executor is in charge, not you. This section identifies who that is, where the will lives, and how to reach the estate lawyer.
The Cherry Hill team can help coordinate this handoff. That's part of what we do.
Attorney and executor are often the same person, but not always. Either way, your two roles are legally separate and don't overlap in time.
If you've already logged the estate lawyer in Section II, feel free to repeat the name here for quick reference at transition.
Changes save automatically after the Grantor’s name is filled.
Every field you edit is saved to your Cherry Hill record within a second or two. Come back whenever you need to — add, update, or review.