You are managing David's plan as his attorney
Sarah, you are signed in as David's attorney under his registered LPA for property and financial affairs. You can look after the plan. Some things only David can do, so those buttons are switched off.
Demo screen. Approved on Wed 3 Mar 2027 in this example. Nothing here is real, saved or sent.
David's estate
Items
Why is this switched off? An attorney cannot gift or give away items, including to charity. Only David can, if he is able to. You can still arrange a sale where the LPA allows it and it is in David's interest. Ask dealers for offers.
Who gets what
Why is this switched off? These are David's own decisions. An attorney manages the plan but does not decide who gets what. If something looks wrong, tell David's steward or a solicitor.
Your estate record
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