Property & Financial Affairs Case Study

Property and Finance capacity assessment

Ethel was a 79 year old lady that had recently been bereaved – she also had a diagnosis of dementia. We were contacted by her daughter who was concerned that Ethel did not have the capacity to manage her property and financial affairs.

Upon meeting Ethel it became apparent that she had never been involved in the management of her property and financial affairs as her husband had always done this for them. We took time to explore Ethel’s abilities and understanding of the necessary information relating to the management of property and financial affairs. Despite having never managed her finances before it was clear that she had the capacity to do so if she so chose.

If you need an assessment of capacity to manage property and financial affairs, please contact us.