What Does It Mean to Manage Someone’s Affairs?

If someone no longer has the mental capacity to manage their own affairs, the responsibility often falls to a family member, close friend, or a professional – either through a registered Power of Attorney or a Court-appointed Deputyship. This role can involve overseeing financial matters, making decisions about health and care, or managing property.

We can work alongside you, or take on the role as professionals, to ensure everything is handled correctly, lawfully, and always in the person’s best interests. Whether you’re just starting out or need support with ongoing management, we’re here to help – whether that’s ordering groceries or negotiating a care package.

Our support covers a wide range of responsibilities, including accessing and managing bank accounts or pensions, making decisions about everyday care needs, overseeing the sale or upkeep of property, and ensuring full compliance with legal reporting requirements.

How We Can Help?

Acting for someone else carries legal responsibilities. Our lawyers can help you:

Understand your duties and limits as Attorney or Deputy
Keep accurate records and stay compliant
Manage finances and property lawfully
Make decisions with care and confidence

Trusted Legal Experts by Your Side

At Heppenstalls, we know the law but we also understand the human side of managing someone else’s life.

What Our Clients Say

We’re proud to be the legal partner of choice for so many individuals and families. Here’s what our clients have to say about working with Heppenstalls.

Exceptionally Good Service
From the first phone call with Roz we were confident that we were speaking with someone with broad knowledge and experience of Deputyship. Until the need to apply for Deputyship we knew nothing about it. Throughout the application for a Court Order Roz was supportive and professional at the same time as being a friendly contact.
Anonymous
Exceptionally Good Service
From the first phone call with Roz we were confident that we were speaking with someone with broad knowledge and... Read more
From the first phone call with Roz we were confident that we were speaking with someone with broad knowledge and experience of Deputyship. Until the need to apply for Deputyship we knew nothing about it. Throughout the application for a Court Order Roz was supportive and professional at the same time as being a friendly contact. Read less
Anonymous
Thank you Roz for dealing with our LPAs so efficiently and with such kindness. Your advice was most helpful and we appreciated being kept up to date via email
Anonymous
Thank you Roz for dealing with our LPAs so efficiently and with such kindness. Your advice was most helpful and... Read more
Thank you Roz for dealing with our LPAs so efficiently and with such kindness. Your advice was most helpful and we appreciated being kept up to date via email Read less
Anonymous
It was a great pleasure to meet with you on Monday and I cannot speak too highly of your kindness, consideration, and invaluable professional help.
Anonymous
It was a great pleasure to meet with you on Monday and I cannot speak too highly of your kindness,... Read more
It was a great pleasure to meet with you on Monday and I cannot speak too highly of your kindness, consideration, and invaluable professional help. Read less
Anonymous
We used Heppenstalls to sort out my mum’s LPA. Roz was extremely helpful and efficient. She was able to come to the house which made things much easier for my parents. Roz was very compassionate during a very difficult time. We wouldn’t hesitate to recommend Heppenstalls. Thank you.
Claire C
We used Heppenstalls to sort out my mum’s LPA. Roz was extremely helpful and efficient. She was able to come... Read more
We used Heppenstalls to sort out my mum’s LPA. Roz was extremely helpful and efficient. She was able to come to the house which made things much easier for my parents. Roz was very compassionate during a very difficult time. We wouldn’t hesitate to recommend Heppenstalls. Thank you. Read less
Claire C
Power of attorney advice
Very helpful advice from Jesamine easy to understand and clear advice.
Hilary O
Power of attorney advice
Very helpful advice from Jesamine easy to understand and clear advice. Read more
Very helpful advice from Jesamine easy to understand and clear advice. Read less
Hilary O

Frequently Asked Questions

Attorneys are chosen by the person before losing capacity.
Deputies are appointed by the Court afterwards.

Duties include managing finances, acting in the person’s best interests, and keeping records.

Only in limited circumstances. Legal advice is recommended to avoid breaching your duties.

You’ll need to track income, expenses, decisions made, and retain supporting documents.

Yes. Attorneys or Deputies can act jointly or jointly and severally, depending on how they are appointed.

How Can We Assist You?

Other Trusted Services

We offer a wide range of legal services for individuals, families, and businesses. Whether you’re planning ahead, navigating a challenge, or managing property or business matters, our solicitors are here to simplify the process and support you every step of the way.

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