How to apply for deputyship (step-by-step)
The deputyship application process typically involves the following stages:
1. Capacity assessment
A medical professional must assess and confirm that the individual lacks capacity to manage their financial affairs. This will also confirm that the individual does not have the capacity required to put in place a Lasting Power of Attorney, meaning that an application to the Court of Protection is necessary.
If required, we can assist in arranging for a suitable capacity assessor to carry out this assessment through an external provider. Please note that any fee for this assessment will be charged by the external provider.
2. Preparing the application
The application forms are completed, setting out details of the individual’s circumstances, assets and the proposed deputy.
As part of this process, we will meet with you to discuss the application in detail. During this meeting, we will explain the application process, provide advice on the steps involved and identify any areas where further legal advice may be required. We will also guide you through the information and documentation needed to prepare the application, ensuring that everything is gathered and presented correctly.
Applications are now submitted to the Court of Protection via an online portal, which we will manage on your behalf as part of the process.
3. Notifying relevant parties
Before the application is submitted, the individual who is the subject of the application (the protected party) and at least three close family members or friends must be formally notified that an application is being made.
4. Submitting the application
The application is then filed with the Court of Protection, together with the required supporting documents.
5. Court consideration
The Court reviews the application and may request further information or clarification before making a decision.
6. Deputyship order
If approved, the Court issues an order appointing the deputy and confirming the scope of their authority.
We guide you through each of these stages to ensure that the application is completed accurately and without unnecessary delay.