Choosing an attorney is a decision about trust, judgement and availability. Official England and Wales guidance explains eligibility and the options for appointing more than one person. [1]
Assess the role rather than family seniority Discuss the actual work the person may face: reviewing financial records, responding to institutions or participating in care decisions. Ask whether they are willing, have time and can keep your interests separate from their own.
Consider relationships between proposed attorneys. Appointing several relatives to avoid offence may create disagreement or delay. Distance is not necessarily a barrier, but practical access and communication need planning.
Check suitability and continuity Verify the candidate's eligibility for the type of LPA. Financial appointments have restrictions associated with bankruptcy and debt relief orders. If considering a professional, ask about charges, replacement arrangements and how instructions will be handled.
Decide how multiple attorneys will make decisions and consider replacement appointments. Talk through a realistic scenario, such as an urgent bill or a care move, to test whether the proposed arrangement would work rather than simply look balanced on paper.
Ask each candidate about the work in private Describe the role before asking for agreement. Give an honest outline of the financial or welfare responsibilities involved and the likely complexity of your affairs. Allow the candidate time to consider it without pressure from other relatives. Someone may care deeply about you but have limited availability or find particular decisions difficult. A considered refusal can be useful information, allowing you to choose an arrangement that the person accepting it can realistically sustain over time.
Ask about practical constraints rather than seeking a general promise to help. Work patterns, caring responsibilities, travel and comfort with administrative tasks may affect availability. For a welfare role, consider whether the person can listen carefully during difficult discussions and explain your views without substituting their own. For a financial role, explore how they organise records and seek advice when uncertain. These conversations provide a more useful basis for selection than assuming that the eldest child or closest relative must be the obvious choice.
Examine independence as well as personal trust Consider situations in which the candidate could benefit from a decision involving your money or living arrangements. Shared ownership, employment in your business or expectations about inheritance may create questions that need advice. Their existence does not automatically settle whether someone is suitable, but they should be discussed openly. Ask how the candidate would recognise a conflict and obtain independent help. Trust is strengthened by a willingness to identify boundaries, rather than by an assurance that family members could never disagree.
Think about whether the person respects decisions they would not personally make. The role requires attention to your interests and circumstances, including support for your own decision-making where possible. Discuss an example where your preference differs from theirs and ask how they would approach it. Be alert to a candidate who treats the appointment primarily as permission to reorganise your life to suit others. The conversation should show curiosity about what matters to you and an understanding that authority comes with responsibilities.
Compare individual and professional arrangements carefully Check the eligibility requirements for the proposed type of LPA, including the financial restrictions associated with bankruptcy or a debt relief order. Residence abroad does not itself exclude a candidate, but communication and dealings with institutions need practical planning. Do not rely on an old recollection of the rules when preparing the appointment. Confirm the person's current circumstances and use the official guidance to identify any issue requiring specialist advice before the form is signed. [1]
If considering professional involvement, obtain a written explanation of the service and charges. Establish whether the proposed appointment concerns a named individual or an eligible organisation and ask what happens if the individual changes job or retires. Discuss routine work, exceptional decisions, communication with relatives and the use of additional advisers. Compare those arrangements with the complexity of your needs and your preferred level of personal involvement. A professional title alone does not explain how the appointment would operate or what it might cost.
Test the proposed group without turning it into a competition Where more than one candidate is involved, hold a practical discussion about communication and disagreement. Use a situation drawn from your own affairs and ask what information they would each need. Notice whether they can listen, share documents and identify an unresolved issue without immediately competing for control. The exercise should help you assess the arrangement, not require the candidates to negotiate away your preferences. The legal decision structure must still be chosen and recorded properly in the LPA.
Make your final selection with appropriate privacy and record the reasons useful to your adviser. Confirm that each selected person remains willing and has accurate contact details. Explain where supporting information will be held and when you intend to review the arrangement. If someone is not appointed, consider what information or involvement you want them to have through other appropriate means. Avoid suggesting that an informal supporting role carries the same decision-making authority as a registered attorney appointment.
Frequently asked questions
Must I appoint a relative because they are older or live nearest to me?
No. Assess the person's suitability, availability and willingness for the actual role, alongside the legal eligibility requirements for the appointment.
What can a discussion about an ordinary disagreement reveal about a proposed attorney?
It can show whether they respect your perspective, distinguish it from their own preference and seek information before deciding how to help.
Does a shared financial interest automatically mean someone can never be an attorney?
Not necessarily, but identify the possible conflict and obtain advice about suitability, safeguards and decisions that may require independent involvement.
What should I clarify before appointing a professional attorney?
Ask who is being appointed, how work and communication will be handled, what charges apply and what happens if their circumstances change.
Why give a candidate time to decide instead of obtaining an immediate promise?
The responsibilities may be substantial, and an informed response helps establish whether the person can realistically undertake and sustain the role.
Official sources
Sources checked: 9 September 2026. Check the linked guidance for subsequent changes.
General information only. The appropriate action depends on your circumstances and the applicable jurisdiction.
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