Attorney-Verified Durable Power of Attorney Document Edit Document Online

Attorney-Verified Durable Power of Attorney Document

A Durable Power of Attorney form is a legal document that grants an individual the authority to act on another's behalf in financial and legal matters, even if the person granting the authority becomes incapacitated. This form ensures that personal affairs can be managed according to the individual's wishes, should they become unable to make decisions for themselves. It remains in effect until it is either revoked or until the individual's death.

Edit Document Online
Content Navigation

In the realm of legal documents, certain forms stand out for their power and the peace of mind they can offer. Among these, the Durable Power of Attorney form occupies a critical role. This document allows an individual to grant another person – often referred to as the agent or attorney-in-fact – the authority to make decisions on their behalf, especially concerning financial matters or healthcare decisions. What distinguishes the Durable Power of Attorney from other similar forms is its resilience in the face of the principal’s incapacitation. This means that, should the individual who creates the power of attorney become unable to make decisions for themselves due to a medical condition or disability, the authority granted through the document remains in effect. The form covers a broad spectrum of decisions, ranging from managing bank accounts to making medical care choices, underscoring its importance in estate planning and healthcare directives. Thus, this document not only serves as a vehicle for decision-making in challenging times but also as a tool for proactive planning, offering assurance that one's personal affairs can be managed according to their wishes, even when they are not in a position to do so themselves.

Document Example

Durable Power of Attorney

This Durable Power of Attorney ("Document") is created pursuant to the laws of the State of __________ ("The State"), by the undersigned, __________ ("Principal"), residing at __________, on this day of __________, 20____.

I, the Principal, appoint __________ ("Agent") of __________, as my attorney-in-fact ("Agent") to act in my capacity to the extent allowed by law. This document grants my Agent the authority to handle affairs related to property, financial, and other personal matters as specified.

Authorities Granted to Agent

The Agent shall have power and authority to act in my stead in any way which I myself could do, if personally present, with respect to the following matters as each is defined by the laws of the State of __________:

  • Real property transactions
  • Tangible personal property transactions
  • Stock and bond transactions
  • Commodity and option transactions
  • Banking and other financial institution transactions
  • Business operating transactions
  • Insurance and annuity transactions
  • Estate, trust, and other beneficiary transactions
  • Claims and litigation
  • Personal and family maintenance
  • Benefits from social security, Medicare, Medicaid, or other governmental programs, or military service
  • Retirement plan transactions
  • Tax matters

Durability Clause

This Power of Attorney shall remain in effect in the event that I become disabled, incapacitated, or incompetent. The authorization granted to my Agent by this document will be effective until I have died or revoked the authority in writing.

Third Party Reliance

Any third party who receives a copy of this document may act under it. Revocation of this Power of Attorney is effective as to a third party only upon the third party’s actual receipt of notice of revocation.

Choice of Agent

If my primary Agent is unable or unwilling to serve for any reason, I designate __________ ("Successor Agent") of __________, as my successor to serve with the same powers and subject to the same provisions as my primary Agent.

Signature

I understand that this Power of Attorney revokes any and all prior Powers of Attorney granted by me. I also understand the importance of this document, and I am signing it voluntarily.

Principal’s Signature: ___________________________ Date: __________

Agent's Signature: ___________________________ Date: __________

Successor Agent's Signature: ___________________________ Date: __________

Notarization

This document was acknowledged before me on __________ (date) by __________ (name/names of signer/signers).

Notary Public’s Signature: ___________________________

My commission expires on: __________

Form Attributes

Fact Description
Definition A Durable Power of Attorney (DPOA) is a legal document that allows an individual (the principal) to appoint another person (the agent) to manage their affairs if they become incapacitated.
Durability Aspect Unlike a standard Power of Attorney, a Durable Power of Attorney remains effective even if the principal becomes mentally incapacitated.
Scope of Authority The document can grant broad or limited authority to the agent, covering aspects like financial management, real estate transactions, and personal care decisions.
State-Specific Forms and Laws Each state has its own laws governing the creation and use of Durable Powers of Attorney, and the forms may vary to comply with state-specific requirements.
Revocation A Durable Power of Attorney can be revoked by the principal as long as they are mentally competent, through a formal revocation process.
Signing Requirements Most states require the DPOA to be signed by the principal, witnessed by at least two adults, and notarized, though specific requirements can vary by state.

Instructions on Utilizing Durable Power of Attorney

Filling out a Durable Power of Attorney form is a significant step in managing your affairs and ensuring that your decisions are in trusted hands if you are unable to make them yourself. This document allows you to nominate an individual to act on your behalf in various financial or legal matters. Though it may seem daunting, completing this form is straightforward when you follow these steps.

  1. Gather necessary information, including your full legal name, address, and the full name and address of the person you are appointing as your attorney-in-fact.
  2. Read through the entire form carefully to understand the scope of authority you're granting.
  3. Complete the top section of the form with your name and address, establishing you as the principal.
  4. Enter the name and address of your chosen attorney-in-fact in the designated section.
  5. Specify the powers you are granting to your attorney-in-fact. These can range from handling financial transactions to managing property affairs. If the form includes checkboxes, mark the relevant powers you wish to assign.
  6. If there are options to limit or extend the duration of the power, make your selections clearly. A "durable" power of attorney remains in effect even if you become incapacitated, but you may wish to set a specific end date.
  7. Go over any sections that require you to provide further details about your decisions, such as instructions for real estate management or investment strategy, and fill them in as needed.
  8. Review the form to ensure that all necessary sections are complete and accurate. Misinformation or omissions can lead to legal complications.
  9. Sign and date the form in the presence of a notary public. The requirement for witnesses can vary by state, so be sure to comply with local laws.
  10. Provide your attorney-in-fact with a copy of the completed form, and securely store the original in a safe place. Consider making copies for financial institutions or others who might need evidence of your attorney-in-fact's authority.

After you have filled out the Durable Power of Attorney form, it's crucial to keep it updated. Circumstances change over time, including your relationship with the person you've appointed or your financial situation. Review and update the form as needed to ensure that it reflects your current wishes and needs. This step ensures your peace of mind and secures your affairs in capable hands.

Check out Common Types of Durable Power of Attorney Forms