Power of Attorney

Full Legal Name *

Use your name exactly as it appears on your government-issued ID.

Residential Address *

Governing State *

The state whose laws govern this document. Use your state of residence.

Important: Your Agent will have significant legal authority to act on your behalf. Select someone you trust completely - ideally a close family member, long-time friend, or professional (attorney, CPA). Your Agent cannot be your healthcare provider if you have a separate Healthcare Proxy.

Agent's Full Legal Name *

Agent's Address *

Agent's Phone

Relationship to You

Type of Power of Attorney *

A General PoA grants broad authority over financial and legal matters. Best for long-term planning or extended absence. A Special / Limited PoA authorizes one specific task only (e.g., sell a car, close a real estate deal).

Effective Date

Expiration

Legal Protection: Under US law, a standard Power of Attorney automatically terminates the moment the Principal becomes mentally incapacitated, precisely when you need it most. A Durable PoA overrides this and keeps your Agent authorized through any incapacity.

Durability Status

A Durable PoA remains effective even if you lose mental capacity (illness, accident, dementia). This is the most common and protective choice.

Banks, title companies, and the IRS often require that their specific domain be named explicitly in the document. Select every category you want your Agent to handle. Unselected categories are not authorized.

Selected powers appear as enumerated clauses in the final document - the format preferred by financial institutions and government agencies.

Name a Successor Agent?

If your Agent predeceases you, is incapacitated, or declines to serve, the Successor Agent steps in automatically. Without one, the PoA becomes void and a court must intervene.

Successor Agent - Full Legal Name

Successor Agent's Address

Relationship to You

Agent Compensation

Agent may be reimbursed for documented out-of-pocket expenses (travel, postage, filing fees) but receives no additional payment for time spent.

Self-Dealing Restriction

Agent is prohibited from making gifts to themselves, transferring assets to themselves, or otherwise benefiting personally from their authority, except as explicitly authorized.