Your legal options for trusted access in Scotland

Continuing / Combined Power of Attorney (POA): This is a legal document that lets an Attorney handle your financial affairs in Scotland. It can be set up to start immediately or only if you lose mental capacity.

How to apply: A POA can be drafted by you or a solicitor. You’ll need to register the POA with the Office of the Public Guardian (Scotland) for it to become valid.

Guardianship Order: This is a court order that gives a person (the Guardian) the legal authority to manage your money, property, and financial affairs long-term.

How to apply: You’ll need to apply through the Sheriff Court with the help of a solicitor and then register the order with the Office of the Public Guardian (Scotland).

✏️ Getting set up

If you've already arranged the legal documents for third-party access, you or the third party can set up access by filling out our form.

Our Life Events team will review your info and get everything set up. They can answer any questions by email at lifeevents@monzo.com.