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Powers of Attorney

Essential legal documents that ensure your financial and healthcare decisions are in trusted hands if you become unable to make them yourself.

Overview

A Power of Attorney (POA) is a crucial component of any comprehensive estate plan. These legal documents allow you to appoint someone you trust to make important decisions on your behalf if you become incapacitated. We help you create durable powers of attorney that protect your interests and ensure your wishes are followed.

Benefits of Powers of Attorney

  • Ensure your financial affairs are managed by someone you trust
  • Have healthcare decisions made according to your wishes
  • Avoid court-appointed guardianship
  • Maintain control over who makes decisions on your behalf
  • Peace of mind for you and your loved ones
  • Flexibility to customize the powers granted

Key Features

Durable Financial POA

Authorizes someone to manage your financial affairs if you become incapacitated.

    Healthcare POA

    Designates someone to make medical decisions on your behalf.

      Limited POA

      Grants specific, limited powers for particular transactions or time periods.

        Springing POA

        Becomes effective only if and when you become incapacitated.

          The Process

          1

          Initial Consultation

          Initial consultation to discuss your needs and concerns

          2

          Agent Selection

          Selection of appropriate agents and alternates

          3

          Document Drafting

          Drafting of power of attorney documents

          4

          Review and Revision

          Review of the documents with you

          5

          Signing Documents

          Signing and notarization of the documents

          6

          Storing Originals safely

          Providing copies to relevant parties and storing the originals safely

          Frequently Asked Questions

          What is the difference between a financial and healthcare power of attorney?

          A financial POA allows your agent to handle financial matters like paying bills and managing investments, while a healthcare POA authorizes medical decisions. These are separate documents with different purposes and agents.

          Can I revoke a power of attorney?

          Yes, as long as you are mentally competent, you can revoke a power of attorney at any time by providing written notice to your agent and any institutions that might rely on the document.

          What happens if I don't have a power of attorney?

          If you become incapacitated without a POA, your family may need to go to court to have a guardian or conservator appointed, which can be time-consuming, expensive, and may result in someone you wouldn't choose making decisions for you.

          Ready to Get Started?

          Contact us today to schedule a consultation and take the first step in securing your legacy.

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