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Personal Directive

Personal Directives In Calgary – Do I Need A Lawyer?

If you need a personal directive, Calgary lawyer Bill Ranson, Q.C. can help you.

A “Personal Directive” is a legal document that deals with non-financial matters.  They are made pursuant to the Personal Directives Act of Alberta.

A personal directive is where you still have good mental capacity i.e. you are of sound mind and you write out your instructions and (probably) name an individual to make decisions on personal matters if you should happen to lose your mental capacity due to injury or illness.  Again, these are for non-financial matters.  (Recall that a power of attorney or an enduring power of attorney are the documents that deal with financial matters.)

The “personal matters” that a Personal Directive can deal with include where (and with whom) you wish to live as well as what medical treatmentyou do or do not want to receive.  A “DNR” is a “do not resuscitate” Personal Directive.

Calgary Personal Directives

Personal Directives are sometimes called “springing” because they “spring” into effect once you become incapacitated.

The government of Alberta has tried to make it easier for people to complete their own Personal Directives.  They have a website page describing the various requirements for a Personal Directive and forms which can be used.  Also on that page is a very informative publication entitled “Understanding Personal Directives”.

It is common for Calgary estate law practitioners to include a Personal Directive in a package that includes a Will and an Enduring Power of Attorney.  This is probably the best way of achieving all the goals.

Calgary Personal Directives

Personal Directives – The Law in Alberta

Here is a listing of the Table of Contents to the first 4 Parts of the Personal Directives Act (there are 7 Parts altogether), just to give an idea of what is in the actual legislation.  Talk to a lawyer.

Personal Directives Act

Table of Contents

Part 1 Definitions and Application

1 Definitions
2 Application

Part 2 Personal Directives

3 Who can make a personal directive
4 Personal directive by dependent adult
5 Requirements of personal directive
6 More than one personal directive
6.1 Form of personal directive
7 Contents of personal directive
7.1 Public Guardian as agent
7.2 Registration of information
7.3 Directive made outside Alberta
8 Revoking a personal directive
9 Bringing personal directive into effect
10 Personal directive ceases to have effect
10.1 Determination of regained capacity

Part 3 Agents

11 Effect of agent’s decisions
12 Limitations on agent’s authority
13 Duty to consult
14 Agent’s authority
15 Limitation on authority
16 More than one agent
17 Duty to keep records
18 Remuneration

Part 4 Service Providers

19 Providing services
20 Authority to provide service
21 Continuing duty to consider capacity
23 Duty to verify matters
24 Providing emergency medical services

It is normal for a lawyer to put together a Personal Directive along with a Power of Attorney and a Will as a complete package for the client.  Call Bill Ranson, Q.C. to discuss these documents and any other estate planning questions you may have.  Call today!

Bill Ranson Q.C. – Over 30 years of experience as a Calgary estate and probate lawyer with experience in personal directives and living wills.

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