Your trusted CPD partner


EPA Forms - wrap up - Online CPD

NZ $179.00
Theresa Donnelly 2017 Annette Gray 2017
Theresa Donnelly
Ministry of Social Development
Annette Gray
Buchanan Gray

Package includes:

Online CPD Module  l  Electronic Booklet  l  PowerPoint Presentation

Package Fee (incl GST)

  • $149 - NZLS members and Associate members
  • $179 - Non-members

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.

Webinar Archive Presentation

Presentation time: 90 minutes

The new EPA forms went live on 16 March 2017, as a result of changes to their Regulations. Love them or hate them, they are here to stay, and you need to use them in ways that best work for you and your clients.

Feedback on the forms indicates there are parts that need further explanation and guidance. Drawing on this, the presenters will take a practical approach and address the issues that you have found problematic. In particular they will discuss:
  • Changing the forms safely – what you should/shouldn’t do and how to handle changes focusing on the tricky parts
  • A walk-through of the forms section-by-section,
  • Capacity issues (in brief) when an EPA ends
  • Attorney Issues – successors, joint & several, and Benefitting attorneys
  • Mistakes – statutory correction
  • Tidying up transitional issues.

Learning objectives

After completing this module you will better understand:

  • Day to day use of the forms and how to make desired changes to the prescribed forms safely.
  • Attorney issues.
  • Mistakes and transitional issues.

Please contact us if you use a dial up internet connection.


Authors: Theresa Donnelly, Annette Gray
Published: 6 November 2017
Pages: 43


The new EPA forms went live on 16 March 2017, as a result of changes to the Regulations. Love them or hate them, they are here to stay, and you need to use them in ways that best work for you and your clients. A key issue for many practitioners has been the length of the new forms. Much of the length is in new optional clauses, which are intended as a prompt for donors. This practically based session will show you how to safely make changes to the forms, which may substantially shorten them for some clients.

There are a number of reasons why you might want to consider amending the forms. They may be too long for your donors with sufficient but limited capacity. While the Ministry’s “Protect your Future” campaign was intended to change New Zealanders’ behaviours and have them complete EPAs at younger ages, practitioners advise that their donors are still largely older people. Often an EPA is considered only at the time when donors or family think capacity is diminishing. By then it may be too late, or if it is in the nick of time, be more onerous (and thus expensive) to complete. A donor with diminishing capacity may take several appointments for you to run through all the options with them. It is still going to be cheaper than an application to the Court for a Property Manager or Welfare Guardian, but if changes that streamline the forms assist, that is probably a good thing. (Continued...)

PowerPoint Presentation

These are the slides included in the presentation.

You might also be interested in ...

Registrant Details

Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press ‘save’ after adding each new registrant.

Proceed to Checkout

Gifting Update - giving it all away 2017 - Online CPD

Publication Date: 02-Nov-2017

Authors: Chris Kelly, Greg Kelly

NZ $179.00

Multiple Registration

PPPR Act - changes ahead - Online CPD

Publication Date: 19-Oct-2016

Authors: Theresa Donnelly, Annette Gray, Neil Williamson

NZ $255.00

Multiple Registration
freephone (within NZ)
0800 333 111

[email protected]

04 472 7837
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand