Capacity Assessment for Power of Attorney
Capacity Assessment for Enduring Power of Attorney in Alberta
A Capacity Assessment for Power of Attorney is an essential evaluation used to confirm that an individual understands the legal and personal implications of granting someone else authority to make decisions on their behalf. This process ensures the person assigning a Personal Directive or Enduring Power of Attorney (EPA) is doing so willingly, knowingly, and with full mental clarity.
At capacityassessors.ca, we specialize in providing timely and reliable capacity assessments for individuals who need to appoint or activate an Enduring Power of Attorney (EPOA). Whether you’re planning ahead or responding to an urgent situation, our team of Designated Capacity Assessors (DCA) with Registered Clinical Social Worker (RCSW) designation is here to support you and your loved ones every step of the way.
Why Capacity Assessment Matters for EPOA
Before a Power of Attorney can be activated—especially an Enduring Power of Attorney—proof of incapacity is often required. A designated capacity assessor provides this verification through a formal, legally recognized assessment. This ensures decisions made under the power of attorney are legally valid and ethically sound.
In Alberta, an Enduring Power of Attorney allows someone you trust to manage your financial and legal affairs if you lose capacity. To ensure it is legally valid and ethically sound, a capacity assessment is often required when:
The EPOA is being activated due to cognitive decline or medical issues
There is dispute or doubt about mental capacity
A lawyer requests an assessment before drafting or updating the EPOA
Our assessments are aligned with Alberta’s Adult Guardianship and Trusteeship Act (AGTA) and completed by licensed professionals recognized by the Office of the Public Guardian and Trustee (OPGT).
Book an Appointment
587-372-3143
Capacity Assessor in Edmonton
What We Offer
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Professional Assessments by Qualified DCA (RCSW)
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Service Coverage in Edmonton and Surrounding Areas (within 1–2 hours driving distance)
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Province-Wide Coverage – We can travel anywhere in Alberta upon request
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Flexible Appointments – In-home, hospitals, care facilities, or online (where appropriate)
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Clear, Legally-Compliant Reports – Suitable for court, legal, or medical use
Who Can Benefit from Our EPOA Assessments?
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Families preparing for future medical or financial planning
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Lawyers and law firms needing independent assessment reports
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Healthcare providers working with aging or vulnerable adults
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Trustees or attorneys-in-fact activating a dormant EPOA
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Social workers, case managers, or long-term care facilities needing documentation
When Is This Assessment Needed?
You may need a capacity assessment related to a Power of Attorney if:
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A loved one is starting to show signs of cognitive decline
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Legal or financial institutions require confirmation of incapacity
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You’re activating a Power of Attorney that becomes effective upon mental incapacity
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There are concerns or disputes about someone’s ability to understand what they’ve signed
Our Process
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Pre-assessment consultation with family or legal representative
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Medical clearance to rule out temporary confusion or illness
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Capacity evaluation by a designated professional
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Delivery of a written report verifying decision-making ability or incapacity
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Optional court-support documents, if needed
Capacity assessment near me
Serving Edmonton & Beyond
We’re based in Edmonton and regularly provide services throughout:
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St. Albert
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Sherwood Park
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Leduc
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Spruce Grove
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Fort Saskatchewan
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Wetaskiwin
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Stony Plain
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And all communities within a 1–2 hour driving radius
Need us elsewhere in Alberta? Just ask — our assessors can travel province-wide for clients who require on-site evaluations.
Ready to Book an Appointment?
Whether you’re a family member, legal professional, or healthcare provider, we’re here to help.
