Event × role
Event-based authority matrix
Test absence, incapacity and death separately for personal, banking and corporate actions.
Understand the situation first
Read the explanation before completing the checklist.
The related chapter follows the event and its consequences through a family example. Read it first, then return and enter confirmed facts only. A blank field is better than a guess.
Add details only to a printed or protected working copy. On the website, mark only the topics that have been discussed.
Read the related chapterAuthority after an event
Access, a job title and legal authority are not the same thing.
Personal, banking and company authority is tested separately for each event, together with a substitute decision-maker.
- 01Event
Absence or incapacity
- 02Basis
Mandate or appointment
- 03Recognition
Bank, company or authority
Working version
Complete without personal details
Add details only to a printed or protected working copy. On the website, mark only the topics that have been discussed.
Local only: your selections exist only in this page's memory and disappear when it is refreshed.
| Area | Absence | Incapacity | Death |
|---|---|---|---|
| Personal expenses and housingActor · basis · substitute | |||
| Medical wishesRole · limit · relevant professional | |||
| Banking and investmentsMandate · institution route | |||
| Dutch private-company directorCorporate appointment · replacement | |||
| Shareholder rightsVoting authority · succession route | |||
| Digital and foreign proceduresLawful role · provider / local process |
Only that the question has been noticed or discussed. ‘No explicit gap identified from the answers’ does not mean that a document, authority or procedure has been confirmed.
Outcome after completion
A map of the expected actor, legal basis, substitute and institution that will verify the role.
Format: roadmap. Complete it on the page or print it. Answers remain in the page and are not sent automatically.
Next step
The checklist shows what is known and what is still missing for the next decision.
If the issue affects the family, authority, documents or a material asset, resolve the open facts first. Then move to the service that connects review, decision and implementation.