Future protection mandate

Verified 21 September 2023 - Directorate for Legal and Administrative Information (Prime Minister)

You wonder what the future protection mandate is for, who can establish it, what form it can take, what its effects are, when it ends? We present you with the information you need to know.

Information differs depending on whether the mandate is for oneself or for fellow (for a child).

For yourself

The future protection mandate allows any adult (called principal) to designate in advance one or more persons (called representative) to represent it on the day when it will no longer be able to manage its interests.

The future protection mandate is a contract between the person to be protected and the person who will provide them with assistance.

The mandate may take the form of a privately signed instrument or a notarial act.

the principal may be a emancipated minor.

Warning  

The principal shall not be subject to any measure of guardianship or a family entitlement.

On the other hand, it may be the subject of a trusteeship.

The future protection mandate does not deprive the principal of his rights and his ability to perform legal acts (legal capacity).

If the condition of the person to be protected so permits, the agent must inform him of the acts he carries out on his behalf and in his interest.

The purpose of the mandate may be:

  • assistance in the personal life of the principal, or
  • or on the management of all or part of the patrimony the principal,
  • either on the two.

Please note

the person to be protected may choose to have protection of his property and assistance in his personal life provided by different agents.

  • Any emancipated adult or minor who is not the subject of a guardianship measure or a family entitlement
  • Person in guardianship with the assistance of his curator

The authorized representative may be:

  • either a natural person (family member, close relative, professionals, etc.) chosen by the person to be protected,
  • or a legal person on the list of judicial representatives for the protection of adults. This list can be consulted at the prefecture of your department.
Who shall I contact

The person appointed as the authorized representative must expressly state on the future protection mandate that he accepts that task.

Throughout the execution of the mandate, the authorized representative must have the legal capacity. He must personally execute the mandate. He must also meet the conditions required for the exercise of guardianship duties.

However, the trustee may call on a third party (other person) for the management of the assets, i.e. only for specific acts.

Once the mandate has been signed by the representative and the person to be protected, only the protection litigation judge (ex-guardianship judge) can relieve the representative of his duties.

The mandate is a contract that can be carried out in several forms. He may be notarized or under private signature.

The acts that may be carried out by the authorized representative will be more or less extensive depending on the form chosen. The same is true of acts of protection of property.

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Mandate under private signature

When the mandate takes the form of a privately signed document, the management of the assets is limited to administrative acts, that is to say those which a guardian can do without the authorization of the judge. For example, renewing a tenant's lease.

Any act of disposition (sale, donation,...) requires the authorization of the protection litigation judge.

The mandate must be:

  • countersigned by a lawyer,
  • conforms to the form template cerfa no. 13592. In the latter case, and for its date to be indisputable, it must be recorded in the tax revenue of the principal's domicile. The registration fee is approximately €125 and are at the expense of the principal.

The trustee will be responsible for keeping the following documents:

  • Inventory of assets and its updates
  • Last 5 revenue and expenditure accounts
  • Supporting documents

Notarial warrant

The notarial mandate allows in particular to authorize the representative to carry out acts of disposition on the estate of the principal. For example, the sale of real estate or a financial investment.

The mandate includes all the property acts that the guardian has the power to perform alone or with an authorization.

However, the authorized representative may only perform a disposition free of charge with the authorization of the protection litigation judge.

The mandate shall be established by authentic instrument.

The trustee shall report to the notary of the principal, including the inventory of assets and the annual account.

The notary may report to the protection litigation judge any action taken by the agent that may be contrary to the interests of the principal.

Who shall I contact

The warrant must be dated and signed by the principal and the agent.

The person to be protected chooses the form of the act. It shall also choose, in advance, the scope of the powers of the authorized representative(s).

The principal may indicate his wishes in particular on the following points:

  • Accommodation or accommodation conditions
  • Maintaining personal relationships with third parties, parents or not
  • Leisure and holidays

For certain important medical acts, the person to be protected may allow the surrogate decision maker to consent instead. It may also decide that the trustee's opinion is purely advisory (in this case, the trustee may under no circumstances take a decision on behalf of the trustee).

Where the agent finds that the health condition of the principal no longer allows him or her to take care of himself or herself, he or she shall take the necessary steps to ensure that the mandate takes effect.

This finding must be made by a physician on a list established by the public prosecutor.

The list of doctors is available in the courts.

The doctor shall issue a medical certificate stating that the person is unfit to protect.

The agent then presents himself with the future protection mandate and the medical certificate to the court registry to have the mandate approved (that is to say verified) by the director of registry services and thus allow its implementation. He will also have to present his identity card, the identity card of the principal and proof of residence of the latter.

Who shall I contact

  • Compile an inventory
  • Prepare the annual management account and submit it to the guardianship judge
  • Maintain inventory and last 5 revenue and expenditure accounts (at the end of the engagement and within 5 years thereafter)

As long as the warrant has not taken effect, the principal may cancel it (referred to as revocation) or amend it, and the trustee may waive it.

Once the warrant is in effect, the protection litigation judge must be contacted to rescind or amend it.

Who shall I contact

The mandate is normally exercised free of charge, but the principal may provide for remuneration or compensation for the agent.

This may include, for example, the reimbursement of expenses on presentation of supporting documents.

The person to be protected may appoint one or more persons to monitor the execution of the warrant. He is the one who sets the control modes.

Any person (close or not to the protected person) may bring proceedings before the court for protection disputes. The request (request) is made in one of the following situations:

  • In the event of a challenge to the implementation or conditions of execution of the warrant (the judge may on this occasion terminate the warrant)
  • If it becomes necessary to protect the principal further. The judge may then supplement the protection (of the principal) by a judicial measure.

The application must be submitted or addressed to the Registry of the Court of First Instance habitual residence of the principal or the beneficiary of the mandate (where the latter is not the principal).

Who shall I contact

The trustee's liability may be called into question in the event of, for example, poor performance or misconduct in the performance of his duties.

If the agent is found liable for damage to the principal, he may be ordered to pay compensation.

The term of office shall end in the following situations:

  • Restoration of the health of the principal established at his request or by the authorized representative
  • Placement of the principal in guardianship or guardianship (unless the judge decides otherwise)
  • Death of Principal
  • Death of the agent, his placement in guardianship or guardianship
  • Withdrawal of the trustee's duties ordered by the protection litigation judge at the request of any interested party

FYI  

the judge may suspend the effects of the future protection warrant for the duration of a safeguard of justice.

For a child

The future protection mandate can be used by parents for their child (minor or adult), dependantwho suffers from an illness or has a disability already identified.

The future protection mandate therefore allows the parent(s) (called) principal(s)) to designate in advance one or more persons (called representative) to represent their child on the day when they will no longer be able to manage their interests (old age, death for example).

The future protection mandate is a contract between the parent(s) and the person who will provide assistance to the child.

Warning  

the mandate taken by parents for their child must obligatory be a notarial deed.

The future protection mandate does not deprive the protected person of his or her rights and ability to perform legal acts (legal capacity).

If the child's condition permits, the guardian must inform the child of the acts he or she performs on his or her behalf and in his or her best interests.

The purpose of the mandate may be:

  • assistance in the personal life of the principal, or
  • or on the management of all or part of the patrimony the principal,
  • either on the two.

Please note

parents may choose to have the protection of property and the assistance given to their child in his or her personal life provided by different agents.

  • Parents or the last surviving parent, not subject to a measure of guardianship or trusteeshipand who exercise parental authority (rights and duties) in respect of a minor child, not subject to a guardianship or guardianship measure.
  • Parents who are not subject to a guardianship or guardianship measure and who assume the material and emotional responsibility of an adult child

The authorized representative may be:

  • either a natural person (family member, close relative, professionals, etc.) chosen by the person to be protected,
  • or a legal person on the list of judicial representatives for the protection of adults. This list can be consulted at the prefecture of your department.
Who shall I contact

The person appointed as the authorized representative must expressly state on the future protection mandate that he accepts that task.

Throughout the execution of the mandate, the authorized representative must have the legal capacity. He must personally execute the mandate. He must also meet the conditions required for the exercise of guardianship duties.

However, the trustee may call on a third party (other person) for the management of the assets, i.e. only for specific acts.

Once the mandate has been signed by the representative and the person to be protected, only the protection litigation judge (ex-guardianship judge) can relieve the representative of his duties.

The notarial mandate allows in particular to authorize the representative to carry out acts of disposition on the estate of the principal. For example, the sale of real estate or a financial investment.

The mandate includes all the property acts that the guardian has the power to perform alone or with an authorization.

However, the authorized representative may only perform a disposition free of charge with the authorization of the protection litigation judge.

The mandate shall be established by authentic instrument.

The trustee reports to the principal's notary, including the inventory of assets and the annual account.

The notary may report to the protection litigation judge any action taken by the agent that may be contrary to the interests of the child.

Who shall I contact

The warrant must be dated and signed by the parents and the agent.

Parents choose, in advance, the extent of the powers of the agent(s).

The wishes of the parents are associated with the wishes of the child. Thus, their wish(s) may concern in particular the following points:

  • Heritage
  • Accommodation or accommodation conditions (facility orientation)
  • Maintaining personal relationships with third parties, whether close to the parents or not
  • Maintaining the child's habits
  • Leisure and holidays
  • Specific health request For certain important medical procedures, parents may allow the surrogate decision maker to consent for them. They may also decide that the trustee's opinion is purely advisory (in this case, the trustee may under no circumstances take a decision on behalf of the trustee).

The mandate shall take effect only in the following cases:

  • When the child (sick or disabled) reaches the age of majority and can no longer look after his interests alone.
  • when parents are no longer able to protect the child's interests (for example, death or inability to provide for their own interests).

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The child (sick or disabled) is of age and can no longer look after his interests alone

In this case, an expert opinion must be attached to the notarial act. It must demonstrate that the child's state of health does not (or no longer) allow the child to take care of himself or herself and to take care of his or her affairs.

This finding must be made by a physician on a list established by the public prosecutor.

The list of doctors is available in the courts.

The doctor shall issue a medical certificate stating that the child is unfit.

Parents are no longer able to protect the child's interests

In this case, a death certificate of the parent(s) or a medical certificate no later than 2 months old (drawn up in the same form) must be attached to the notarial deed.

The medical certificate shall establish that the principal(s) is (are) also, by reason of an impairment of his mental or bodily faculties, unable to care for his child.

The agent then presents himself with a copy of the future protection order and the medical certificate at the court registry to have the warrant endorsed (i.e. verified) by the director of registry services.

They must also present their identity card, the child's identity card and proof of the child's domicile.

Who shall I contact

The notary then registers the future protection mandate.

FYI  

the future protection mandate for the child shall not be mentioned in the civil register when it is set up.

  • Compile an inventory
  • Prepare the annual management account and submit it to the guardianship judge
  • Maintain the inventory and the last 5 revenue and expenditure accounts (at the end of the mission and within 5 years thereafter).

As long as the warrant has not taken effect, the parents can cancel it (we are talking about revocation) or amend it, and the trustee may waive it.

Once the warrant is in effect, the protection litigation judge must be contacted to rescind or amend it.

Who shall I contact

The mandate is normally exercised free of charge, but parents may provide for remuneration or compensation for the agent.

This may include, for example, the reimbursement of expenses on presentation of supporting documents.

Parents can appoint one or more people to monitor the execution of the warrant. They are the ones who set the controls.

Any person (close or not to the child) may bring proceedings before the judge for protection disputes. The request (request) is made in one of the following situations:

  • In the event of a challenge to the implementation or conditions of execution of the warrant (the judge may on this occasion terminate the warrant)
  • If it becomes necessary to protect the principal further. The judge may then supplement the protection (of the principal) by a judicial measure.

The application must be submitted or addressed to the Registry of the Court of First Instance habitual residence of the principal or the beneficiary of the mandate (where the latter is not the principal).

Who shall I contact

The trustee's liability may be called into question in the event of, for example, poor performance or misconduct in the performance of his duties.

If the agent is found liable for damage to the principal, he may be ordered to pay compensation.

The term of office shall end in the following situations:

  • Restoration of the child's state of health established at the child's request or by the authorized representative
  • Placement of the child under guardianship or guardianship (unless the judge decides otherwise)
  • Death of child
  • Death of the agent, his placement in guardianship or guardianship
  • Withdrawal of the trustee's duties ordered by the protection litigation judge at the request of any interested party

FYI  

the judge may suspend the effects of the future protection warrant for the duration of a safeguard of justice.

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