Capacity to execute a Will or POA: “Who and why” may be more important than “what”
I write as a clinician directed by case law or statutory law when assessing the capacity of a testator or an individual executing Powers of Attorney. The criteria set out in case law (Banks v Goodfellow) for testamentary capacity have traditionally been weighted toward the notion of “what” the testator knows about their assets and their potential beneficiaries. To be fair, there is a provision (somewhat vague) about the appreciation….
