Kawartha Capacity Assessors


Frequently in the course of caring for an elder, issues relating to capacity become the determinants of a future plan. 

Dr. Ingram and Jill MacPhee are certified Capacity Assessors.

A Capacity Assessment is the formal, legal assessment of a person's mental capacity to make decisions about property and personal care. These formal assessments usually are conducted when no Power of Attorney is in place. These situations require capacity assessments to be conducted by specially qualified assessors who must follow specific guidelines under the Substitute Decisions Act.  Frequently, assessments in this category require the involvement of the Office of the Public Guardian and Trustee.


An assessment of capacity may also be required if the ability to manage one’s finances or to make a specific decision about personal care is in question and the previously appointed attorney for property or personal care requires a letter to activate their involvement.


Lawyers may request capacity assessments to determine if their client has “testamentary” capacity to give direction in regards to making a will or appointing a Power Of Attorney.


Activities under this section are legal assessments and are not covered by OHIP and do require reimbursement.

To find out more about capacity assessments, and whether one is required, please contact your lawyer, the Office of the Public Guardian and Trustee, the Capacity Assessment Office, the Advocacy Centre of the Elderly or this office.



How to Get an Assessment


Consult a lawyer or the Office of the Public Guardian and

Trustee or the Advocacy Centre for the Elderly (ACE) to determine the assessment is necessary.


Produce a letter that confirms that this legal assessment is required (a lawyers letter is preferred but is not always necessary).


Once the need for assessment is identified a deposit and a signed engagement letter (signed consent) will begin the process which should be completed within six weeks.

For more information on Capacity Assessment:


Cap Assessment Office

SDA Substitute Decisions Act 1992