Power of Attorney Prep Sheet

Power of Attorney Prep Sheet

1. Principal (You)

The person granting the power.

Full Legal Name

Street Address

City, State, ZIP

Phone Number

2. Primary Agent (Attorney-in-Fact)

The person you are giving power to. Must be a trusted individual.

Full Legal Name

Relationship

Street Address

City, State, ZIP

Phone Number

3. Successor Agent (Optional)

This person will act if your Primary Agent is unable or unwilling.

Full Legal Name

Relationship

Street Address

City, State, ZIP

Phone Number

4. Granted Powers

Select all powers you wish to grant. (Note: Health care decisions are typically in a separate "Health Care POA").

5. Effective Date & Durability

When does this POA start?

Is this POA "Durable"?