Preparing for a meeting about an Israeli continuing power of attorney starts with your wishes, the people you trust and your needs—not just paperwork. A clear list can help you explain your family circumstances and identify the decisions that need attention.
What should you prepare for the first meeting?
- Basic details: information about the person making the document and the people being considered as representatives, including contact details.
- Family circumstances: close relatives, dependants, important relationships and any sensitivities to discuss.
- Relevant information: an initial list of accounts, assets, liabilities and existing legal documents, where relevant.
- Personal preferences: preferred living arrangements, daily routines, social connections and people you wish to stay in touch with.
- Open questions: write down uncertainties, even if you have not decided how to address them.
This is a practical preparation list, not a universal list of mandatory documents. Ask the office what to bring for your circumstances. Do not send sensitive medical or financial information through an open website form.
How should you think about choosing a representative?
Consider trust, availability, the ability to deal with administrative tasks and willingness to listen to your wishes. Family ties alone do not answer every question. Discuss the role and possible difficulties with the proposed representative, and ask what happens if they can no longer serve.
Which wishes should you explain to the lawyer?
The person making the document can provide advance instructions about future decisions or leave room for discretion within the arrangements chosen. Certain actions require express authorization. Discuss how each wish should be recorded rather than assuming a broad clause will be enough.
Instead of saying only “take care of me”, prepare examples: what matters in your daily life, which expenses you want considered, who should receive updates and what concerns you. These examples support the discussion; they do not replace tailored legal drafting.
Questions to ask at the meeting
- What does the service include, and what are the stages?
- How will my wishes and instructions be recorded?
- How should responsibilities and decision-making be arranged?
- What is needed for deposit, and how is completion confirmed?
- What should be reviewed if circumstances change?
Frequently asked questions
Must every decision be made before the meeting?
No. You can bring questions and uncertainties. The aim is to consider them and develop a document suited to your wishes and circumstances, rather than signing wording you do not understand.
Are signing and activation the same stage?
No. For an explanation of the separate process, see our article on bringing a continuing power of attorney into effect.
Arrange a meeting about a continuing power of attorney in Israel
To discuss your needs and a suitable preparation list, contact Paz & Co. Law Office. You can also read our general guide to continuing powers of attorney.
Official source: Israeli Administrator General: preparing and depositing a continuing power of attorney (Hebrew). Information checked in September 2026. This article concerns Israeli law and provides general information, not individual legal advice.



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