Simple Financial Power of Attorney is a legal document (14 Pages) that allows you, the Principal, to appoint a person you trust, the Agent, to handle financial activities and perform financial transactions. 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.
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.
Design for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt.
The book consist of Educational Material, step-by-step Instructions, one (01) Power of Attorney (POA), six (06) Supporting Documents, five (05) Miscellaneous Forms, two (02) Recommended Forms, and four (04) Appendix.
This book contains easy instructions and detailed information to help carry out your power of attorney.
This book includes online access to the following Digital Version ( PDF, DOCX, DOC, and ODT ) of the above mention Power of Attorney, documents and forms. Thus allowing you the ability to alter, edit, fill, and print this Power of Attorney, documents, and forms in a professional manner.
Preview this book in advance online if you have any questions.
Please note that a digital version is also available in PDF format
Design for use in the USA.
Due to state laws Paquette Publications can not answer legal questions. If you have legal questions seek out the advice of a competent licensed Attorney in your state.
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.