Legal & Compliance
Financial Power of Attorney
Durable financial power of attorney granting authority to manage financial affairs. Single signer (principal).
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# Financial Power of Attorney **Date of Execution:** ___________ This Financial Power of Attorney ("POA") is executed by: **Principal:** ___________ ("Principal") **Principal's Address:** ___________ **Principal's Date of Birth:** ___________ ## 1. Appointment of Agent The Principal hereby appoints: **Agent (Attorney-in-Fact):** ___________ ("Agent") **Agent's Address:** ___________ **Agent's Phone:** ___________ **Agent's Relationship to Principal:** ___________ ## 2. Successor Agent If the Agent is unable or unwilling to serve, the Principal appoints the following Successor Agent: **Successor Agent:** ___________ **Successor Agent's Address:** ___________ **Successor Agent's Phone:** ___________ ## 3. Durability **This Power of Attorney is:** ___________ If springing, incapacity shall be determined by ___________.
Fields (29)
execution date
date · required
principal name
text · required
principal address
textarea · required
principal dob
date · required
agent name
text · required
agent address
textarea · required
agent phone
text · required
agent relationship
select · required
successor agent name
text · required
successor agent address
textarea · required
successor agent phone
text · required
durability
select · required
incapacity determination
select · required
expiration date
date
banking powers
select · required
investment powers
select · required
real property powers
select · required
tax powers
select · required
insurance powers
select · required
benefits powers
select · required
business powers
select · required
legal powers
select · required
gift powers
select · required
additional restrictions
textarea
agent compensation
select · required
accounting to
select · required
accounting frequency
select · required
governing state
select · required
principal signer name
text · required
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