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Power of Attorney

Who is this Power of Attorney being created for?


    Where will this Power of Attorney be Signed

    Who will be appointed as Agent to act on your behalf

    Who are you appointing as your Co-Agent to act on your behalf?

    If you selected Co-Agent, put Agent #2 Information Below
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    If you give your Agent the authority to act for you in all situations, then you are granting a General Power of Attorney. If you authorize your Agent to act only in specific situations, then you are granting a Special Power of Attorney. This document does not cover medical decisions. To select an agent to make medical decisions on your behalf if you're unable to do so, use our Healthcare Power of Attorney ​instead of or in addition to this document.
    Do you want your Agent to have access to your medical records?
    Select "Yes" if your Agent will be authorized to hire business professionals such as lawyers, accountants, and real estate agents.
    Select "Yes" to give your Agent the authority to handle banking transactions for you.
    *Reminder: you may skip this question and return to it later if the information is not handy. Select the option that describes what bank accounts your Agent will be given authority to open, maintain, and close.
    Select the options that specify what powers your Agent will be given.
    Select the option that specifies how much power your Agent will have regarding the contents of your safe deposit boxes.
    Select "Yes" to allow your Agent to sell real estate that you own.

    Who will be appointed as substitute Agent to handle your real estate?

    In case your spouse is restricted from selling your residence, name a substitute Agent for that purpose.
    Example.. tax returns for the IRS
    If you select "Yes," you will be allowed to choose specific matters to include, for example, the power to handle stock, bond, commodity, or insurance transactions.
    Select the financial matters your Agent will be authorized to manage.
    Select the financial matters your Agent will be authorized to manage.
    If you select "No," your Agent will be able to manage your accounts but will not be allowed to alter any beneficiary designations you've previously made.
    Select "Yes" if you want your Agent to have this power. For example, you may allow your Agent to make gifts to family members or charitable organizations you have given to before. (The Agent will not be allowed to make gifts to himself or herself without additional language.)
    Select "Yes" if you have a spouse or minor children who you currently have a duty to support. For example, Alimony or spousal support payments to an ex-spouse or child support payments meet this definition.
    If you have already established a revocable (living) trust, select "Yes" if you want to allow your Agent to transfer assets into the trust.
    ​Select "Yes" if you have established a pattern of managing a trust that you did not create and you want to allow your Agent to handle these duties.
    The power to refuse or "disclaim" any inheritance you might receive provides your Agent with flexibility regarding estate planning for you. Many people choose to grant this power to their agents.
    Select "Yes" if your Agent will be entitled to a reasonable amount of compensation for services provided as Agent.
    Select "Yes" if your Agent will be reimbursed for all reasonable expenses related to the Power of Attorney.
    Digital Assets refer to online accounts, such as email accounts or social-networking sites, or files saved on computers or servers, as well as any kind of digital property. Select "No" if you do not own any digital assets.

    ​If Yes, What are the digital Assets?

    Provide identifying information regarding your digital asset, such as website or account name, etc. Provide any relevant information your Digital Agent may need to access your digital asset. For example: Gmail account, www.gmail.com, username: kathleenjparker, password: kjparker, save all my emails and close email account. Enter each digital asset separately. You will be able to enter as many as you need.
    You can select a sole Digital Agent, Co-Digital Agents, or the same Agent who handles your other affairs to act on your behalf.
    You can select a sole Digital Agent, Co-Digital Agents, or the same Agent who handles your other affairs to act on your behalf.
    A "Durable Power of Attorney" remains effective even if you become disabled or lack the mental competence to understand and handle your financial and personal affairs.
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  • Home
  • About Us
    • BRAND AMBASSADORS
    • CORE VALUES
    • IDEAL CLIENTS
    • INVESTMENTS >
      • Real Estate
      • Retirement Planning
      • UPNIN Partners
      • Oil & Gas Investments
    • INVESTOR RELATIONS
    • PARTNERS >
      • A Tech Automation
      • Caprock Laundry Center
      • Christian Athlete
      • Cielo Systems
      • PitchMan Apparel
    • BLOG
    • CAREERS
  • SERVICES
    • NEW BUSINESS PACKAGE
    • ADVERTISING
    • CONSULTING
    • FINANCING
    • LEGAL
    • INSURANCE
    • MEDIA
    • REAL ESTATE DEVELOPMENT
    • SPEAKING ENGAGEMENTS
  • SHOP
    • iPHONE CHARGERS
    • MEMORABILIA
  • Contact Us