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348 W. Hospitality Lane, Suite 100 San Bernardino, CA 92408P: 909.885.7980 E: memberservices@sbcera.orgSBCERA SPECIAL DURABLE POWER OF ATTORNEY ABOUT THIS FORM A power of attorney is a legal document
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How to fill out special durable power of

01
To fill out a special durable power of attorney, follow these steps:
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Start by obtaining the necessary form. Each state may have its own specific form, so make sure to use the appropriate one for your jurisdiction.
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Begin by providing your personal information, including your full name, address, and contact details.
04
Identify the person you wish to name as your agent or attorney-in-fact. Include their full name, address, and contact details.
05
Specify the powers you want to grant to your agent. This can include financial decisions, healthcare decisions, property management, and more.
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Determine the specific circumstances under which the power of attorney becomes effective. You may choose to make it effective immediately or upon a certain event, such as your incapacity.
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Consider whether you want to appoint an alternate or successor agent in case your primary agent is unable or unwilling to act on your behalf.
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You may need to have the document witnessed and notarized according to the requirements of your state.
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Carefully review the completed form for accuracy and ensure that all necessary sections have been filled out.
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Sign the document in the presence of witnesses and a notary public, if required.
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Keep a copy of the completed special durable power of attorney for your records and provide copies to your agent and any relevant institutions or individuals.

Who needs special durable power of?

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A special durable power of attorney is typically needed by individuals who want to appoint someone to make important decisions on their behalf in specific situations. This may include individuals who:
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- Are facing a surgery or medical procedure and want someone to make healthcare decisions for them during their recovery or incapacitation.
03
- Have a progressive illness or condition and want to ensure their affairs are managed properly as their condition worsens.
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- Travel frequently or reside in a different location and need someone to handle their financial or legal matters in their absence.
05
- Are elderly or have a disability and want to designate someone to act on their behalf in financial, legal, or healthcare matters.
06
- Anticipate becoming incapacitated in the future and wish to have a trusted person prepared to make decisions for them when necessary.
07
It is important to consult with an attorney or legal professional to understand the specific requirements and implications of creating a special durable power of attorney in your jurisdiction.
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A special durable power of attorney is a legal document that grants authority to an individual to make decisions or take actions on behalf of another person, even if that person becomes incapacitated.
Typically, individuals who wish to appoint someone to make decisions on their behalf are required to file a special durable power of attorney.
To fill out a special durable power of attorney, you should provide the names of the principal and the agent, specify the powers granted, and sign the document in accordance with state laws, which may require witnesses or notarization.
The purpose of a special durable power of attorney is to ensure that someone you trust can make decisions regarding your financial, medical, or other specific matters when you are unable to do so.
The information that must be reported includes the names of the involved parties, the specific powers granted, any limitations on those powers, and the signature of the principal.
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