Navigating the Court of Protection deputy process

Becoming a deputy is an important responsibility as it involves managing someone’s affairs when they are no longer able to do so themselves due to mental incapacity. At Porter Dodson we are here to guide and support you through the entire process of applying to be a deputy.

There are two types of deputies:

Deputy for Property and Financial Affairs.
Deputy for Personal Welfare

The type of deputyship you are given will depend on the individual circumstances of you and the vulnerable person. It can be a complex and stressful process but at Porter Dodson our expert team can make the process as easy as possible for you.

Advising deputies and attorneys in their roles

Managing the financial and welfare affairs of a loved one can be difficult and stressful. Our experienced and compassionate team can provide you with advice and assistance to make being a deputy or attorney as easy as possible.

We can help you in many of your duties including:

Completing and submitting your annual report to the Office of the Public Guardian;
Assessing state benefits;
Liaising with financial institutions;
Paying for care;
Making decisions about care and accommodation;
Applying for one off decisions from the Court of Protection ;
Statutory Wills.

How can we help?

We have a specialist team with a wealth of experience in Court of Protection matters. We can also draw on specialisms from across the firm including our Trust, Probate and Contentious Teams. Our firm’s values of striving for excellence, being supportive and approachable, mean we provide exceptional client care and can guide you through the process.

I needed to renew my Will following bereavement. I knew what I wanted but needed advice on any implications which might arise. Eleanor was kindness itself, came to the house and took instructions. I was confident that what I needed to have done when the time comes has been put in place. I couldn't have wished for a better experience.

Private Client

My partner and I chose to use Porter Dodson to prepare our Wills as I had previously used them to help me with a family matter. We were treated with the utmost courtesy. All relevant aspects of the wills were fully explained to us and tailored to meet each of our individual needs. Within days we received draft copies to discuss with the Solicitor, before returning to sign the official documents. Jodie, our solicitor made us feel welcome on both visits and despite it being a very serious and though provoking matter she made us feel comfortable and relaxed, knowing that our wills meet our current needs, but can also be updated at any time in the future. We would fully recommend Porter Dodson.

Martin

Had a meeting with Sally Manning to discuss wills and LPAs for myself and my wife. From the very first meeting we both felt at ease and comfortable in Sally's office. We went on to have detailed discussions on what we actually wanted, everything was clearly and easily explained to us, again without any undue pressure. Over a couple of meetings we were very happy to proceed with our wishes. Again everything cleared explained including costs and timescale. We felt we had been listened to and our expectations were duly met. Very happy to highly recommended these solicitors and Sally in particular.

Dave

Excellent service given with helpful advice, kindness and consideration of our needs. Money well spent on a quality service. Thank you.

Private Client

Legal Awards and Accreditations

Investors In People - Awards 2025 - Finalist 200px

Deputyships

Navigating the Court of Protection deputy process

Advising deputies and attorneys in their roles

How can we help?

For legal advice on deputyships

Legal Awards and Accreditations