Solicitor advice please for Court of Protection Deputyship.

[LongDuckDong]

I couldn't find an appropriate section so I apologise for posting here.

Is there anyone on here that would be happy to give advice on filling out forms for a Court of Protection Deputyship?

I have rung a couple of solicitors and I can't seem to get the answer without them wanting me to make an appointment.

I understand that a solicitor can find out about someones financial situation including any bank accounts/investments/pensions etc.
This is information that I need in order to apply for the order and I can look through the persons documents but how will I know I have found all the info I need. The person I am applying for has dementia.

Thank you for your help.

When I did the forms for my Nan I just answered the questions to the best of my ability using what I could find on bank statements etc.

Can the person agree to let you look through their paperwork, do you have acess to their house.

If I understand your post correctly, you think a solicitor can access a third party's financial information? A solicitor only has the information provided to them by a client. We can apply for a Court Order to force the disclosure of financial information but don't have any direct way of accessing that information ourselves, i.e. if we contact a bank/building society for disclosure of financial information, we have to have the account holder's authorisation to do so.

Sorry if I've got the wrong end of the stick

The website states that you have to apply for an interim order if you do not have this information, then that gives you time to find the information. I would call the OPG for advice.

Best thing to do is look through the bank statements and look for regular patterns of money going in and out and see if you can account for them all. Money from investments and pensions etc will probably go into a bank account on a fairly regular basis. If the person has an accountant or any tax returns from previous years, they might help too. Other than that, keep an eye on any post that comes or has come around the end of the financial year as institutions often get in touch then with tax info.

Thank you. This really helps and yes @Justcallmebebes that is exactly what I thought as that was what I was told by the solicitor. It feels better knowing that I can only do what I can.