Power of Attorney
Make sure someone can handle things if needed
A power of attorney allows someone you trust to manage financial and legal matters on your behalf.
Summary: A durable power of attorney names someone who can sign checks, pay bills, and handle your financial life if you cannot. Without one, your family ends up in probate court asking for conservatorship.
What a power of attorney does
This document gives someone the authority to act on your behalf for financial or legal matters if you are unable to.
Without it, access can be limited
Without a power of attorney, your family may not be able to access accounts or manage important matters when needed.
This can create unnecessary complications during already difficult situations.
Part of a complete plan
A power of attorney helps ensure someone can step in if needed, alongside your other planning documents.
The whole plan
Power of Attorney works well with
Most estate plans pair these together so your wishes are covered no matter what comes up.
Health Care Proxy
A health care proxy allows someone you choose to make medical decisions if you are unable to.
Learn moreWills
A will ensures your assets are distributed the way you intend and gives your family clear direction when it matters most.
Learn moreTrusts
A trust based plan can help your family avoid probate and keep things more organized, private, and efficient.
Learn more
How we work
You will work directly with your attorney.
You will work directly with Ralph to create a plan that reflects your situation. He will walk you through each decision and make sure everything is clear and complete.
FAQ
Questions we hear about power of attorney.
- A durable power of attorney keeps working if you become incapacitated. A non-durable one ends at incapacity, which defeats the whole point for most families. You almost always want durable.
- Yes. You can revoke it at any time while you are competent by giving written notice to your agent and to any bank, broker, or other institution that relied on the original.
What is a durable power of attorney?
Can I revoke a power of attorney?
Start with a clear plan
A short conversation can help you understand what you need and what you do not.