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Simple Financial Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to handle financial activities and perform financial transactions.
The Principal can change their mind by revoking the powers granted to the Agent at any time.
The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions.
This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney.
The book consists of (01) one Simple Power of Attorney (Financial), (06) six Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features.
On the "Download Form Files" page are active URL links so that the Purchaser or User can download the above mention documents and forms in the following digital formats ( PDF, DOCX, DOC, and ODT ).
Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt.
Power of Attorney:
Simple Financial Power of Attorney
Supporting Documents:
Acknowledgment of Appointment by Agent
Acknowledgment of Resignation by Agent
Affidavit of Full Force and Effect
Revocation in Whole
Revocation in Part(s)
Revocation of Agent
Miscellaneous Forms:
Statement of Wishes
Personal Information Worksheet
Notification / Contact List
Personal Documents Locator
Legal Documents Locator
Recommended Forms:
Affidavit of Principal's Health State
Assets & Liabilities Worksheet
Appendix:
Appendix A: Insurance Suggestions & Resource Guide
Appendix B: Directions for Prudent & Safe Investing
Appendix C: Attorney Suggestions & Resource Guide
Appendix D: Steps for Credit Repair & Statute of Limitations
These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form.
The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.
