Short answer
Attorney accounting enquiries should identify the LPA or deputy order, donor assets, decision records, bank statements, expenses, gifts, family-care payments, objections, OPG contact and any safeguarding or Court of Protection issue. Legal4U cannot decide whether an attorney has breached duties or whether removal is appropriate.
Quick checklist
Start with these
Collect Authority, Asset And Decision Records
Save the LPA, EPA or deputy order, OPG registration papers, donor asset list, bank statements, investment records, benefit and pension details, care invoices, property papers and important decision notes.
- LPA
- deputy order
- asset list
- bank statement
- decision note
Prepare Expenses, Gifts And Payment Evidence
Organise receipts, invoices, mileage records, family-care payment calculations, gifts, transfers, withdrawals, cash records, donor-benefit explanations and any evidence that donor and attorney money was kept separate.
- receipt
- care payment
- gift record
- cash withdrawal
- separate account
Flag OPG, Safeguarding And Court Questions
Tell Legal4U whether OPG has asked for information, a family member has complained, safeguarding concerns exist, accounts are missing, the donor has capacity issues or Court of Protection action may be needed. A Court of Protection or private-client specialist must review the route.
- OPG request
- family complaint
- safeguarding
- missing accounts
- court route
General information only for England and Wales. Scotland and Northern Ireland need separate content checks.
Content governance
Editorial and source information
- Author
- Legal4U Editorial Team
- Professional review status
- Pending. Court of Protection, mental-capacity or private-client specialist review required before publication as legal guidance.
- Jurisdiction
- England and Wales
- Date published
- 21 September 2026
- Regulatory status
- Legal4U is a legal enquiry intake and professional matching platform, not a law firm.
- Sources
-
- Manage a lasting power of attorney: attorney records and duties Office of the Public Guardian. Checked 21 September 2026.
- How to be a deputy: property and financial decisions Office of the Public Guardian. Checked 21 September 2026.
- OPG approach to family care payments Office of the Public Guardian. Checked 21 September 2026.
- Editorial policy
- Legal4U guides are written to help users prepare structured enquiries. The professional-review status and reviewer details are shown separately on each guide.
- Correction process
- Corrections or update requests can be sent through the Legal4U contact page for editorial review.
- Information and advice
- This page is general information only and is not legal advice. Legal advice is provided only by an authorised professional or firm after they accept instructions.
Ask For Legal Help
Legal4U helps clients request legal help through a suitable Legal professional. The information on this page is general information only, not legal advice about your individual circumstances.
If your matter is urgent, include hearing dates, court deadlines, orders and any documents you already have when you submit your enquiry.
