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Designating Powers of Attorney Selection, Documentation, and Communication Best Practices By Crystal Wipperfurth, CPC, CFP, Wealth Advisor Most of our clients put Powers of Attorney or POA's in place

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How to fill out designating powers of attorney

01

Start by gathering all the necessary information and documents related to the designating powers of attorney.

02

Identify the specific powers you want to grant to your chosen attorney or attorneys.

03

Determine the duration of the powers of attorney, whether it is for a specific period or an indefinite period.

04

Create a legal document or a power of attorney form that clearly states the powers being granted and any limitations or conditions.

05

Carefully review and understand the document before signing it.

06

Sign the powers of attorney in the presence of a notary public or the required witnesses, depending on the legal requirements in your jurisdiction.

07

Keep a copy of the powers of attorney for yourself and provide a copy to the designated attorney or attorneys.

08

If necessary, register the powers of attorney with the relevant authorities or institutions, such as banks or healthcare facilities.

09

Periodically review and update the powers of attorney as needed, especially if there are changes in your personal circumstances or preferences.

Who needs designating powers of attorney?

01

Designating powers of attorney is beneficial for individuals who want to ensure that their financial, legal, or medical matters are taken care of in the event they become unable to make decisions themselves.

02

It is especially relevant for elderly individuals, individuals with debilitating illnesses or disabilities, individuals planning for future incapacity, or individuals planning for long-term travel or absence.

03

By designating powers of attorney, you can have peace of mind knowing that trusted individuals are empowered to act on your behalf and make important decisions in accordance with your wishes.

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