It is important to note that the granter can continue to act on his or her own behalf, and should be consulted by the Attorney prior to any action being undertaken.
It is very important that the attorney has as much information as possible about the granter's financial situation and his or her wishes, likes and dislikes, past and present. The attorney has a duty to consult the granter and his or her nearest relative and primary carer and anyone else involved, such as the person's welfare attorney and other relatives and friends involved in his or her care about decisions. It is important that everyone understands the attorney's role and how it will be carried out and consulted on (for example, through regular meetings of those involved).
Records should be kept of every action taken, including receipts, instructions to banks, correspondence and accounts. Details should also be kept of any discussions of the person's expressed wishes, and an up-to-date list of his or her assets and where relevant papers are kept.
The Public Guardian provides a range of information and advice, receives and investigates complaints and can supervise continuing (financial) attorneys in their duties.
The Scottish Executive have produced a Code of Practice for attorneys.
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