Personal care wishes versus managing money: separate documents, separate skill sets
Financial attorneys and personal-care decision-makers may be the same person or different people. The skills are not identical, and conflict can arise if one person ignores the other’s lane.
Financial abuse is a real risk when one person controls banking; naming checks—such as notice to a second trusted relative—sometimes helps.
Personal care choices may involve group conversations with clinicians; your document should name who speaks if opinions differ.
Related guides
Disclaimer: This page is for general education only and is not legal advice. Rules vary by province and change over time; speak with a qualified lawyer about your own circumstances.
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