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Representation Agreements

A Power of Attorney is used for financial and real estate matters. A Representation Agreement is used for health care and personal care matters. There are two types: Standard, which covers routine financial or health care decisions, and Enhanced, which provides broader powers including end of life decision making. These agreements are particularly important for people who do not have a spouse or children or for people who cannot rely on their family members due to distance or lack of communication or a difference in values. Your representative should be someone who is available, willing and competent to help you with health care and personal care decisions. It is a much bigger job than most people realize. Peace of Mind Asset Management is available to be your health care advocate if you want to have experienced and personalized service.

Representation Agreement Checklist

• Your name, address and phone number
• Your representative and alternate representative(s) name, address,
  phone number and date of birth
• Your monitors name, address and phone number if applicable