If you're ever unable to manage things yourself, the right person can step in immediately — no court, no delay.
A durable financial power of attorney names someone you trust — your spouse, an adult child, or a close friend — to manage your finances and property if you become unable to do so. That could be temporary (recovery from surgery) or permanent (advancing dementia). Your agent can pay bills, manage bank accounts, buy or sell property, handle taxes, and manage investments.
The word "durable" matters. It means the power of attorney survives your incapacity. Without it, if something happens to you, the only way someone can manage your affairs is through a court-supervised guardianship — which is expensive, slow, public, and takes control away from you.
You can make your power of attorney "springing" (takes effect only if you become incapacitated) or "immediate" (takes effect right away). Either way, you control the scope of your agent's authority and can revoke it anytime.
Illness, injury, and accident don't ask permission. Even a young, healthy person needs a backup plan.
Each spouse should be able to step into the other's financial shoes immediately if needed.
If your aging parents become incapacitated, you need authority to manage their affairs and pay their bills.
If something happens to you, someone needs to be able to keep your business running.
We talk about your situation — your family, your finances, what worries you — and determine what authority your agent needs.
Decide who you want to manage your finances, and name alternates in case your first choice is unable.
We draft a customized document that defines your agent's powers and protects your interests.
Decide if it's immediate or springing, what powers your agent has, and any limits you want to place.
We review everything together and handle the signing and notarization so it's legally valid everywhere.
Just as important as financial authority — ensuring your medical wishes are honored.
Learn MoreA complete plan includes your will, trust, POA, and healthcare directives all working together.
Learn MoreYour POA works together with your will or trust to create a complete financial plan.
Learn MoreA power of attorney protects you and your family. Let's get it in place now.