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Drafting a Financial Power of Attorney to Deter Exploitation (Back to FPGA Toolkit) By David Godfrey, American Bar Association Commission on Law and Aging, August 2018 Contents Summary Agent Selection
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How to fill out drafting a financial power

01
Gather all necessary financial information, including bank account details, properties owned, and investments.
02
Select an individual you trust to act as your agent in financial matters.
03
Use a template or create a legal document outlining your wishes and granting the selected individual power of attorney over your finances.
04
Clearly outline the scope of authority granted to the agent, including any limitations or restrictions.
05
Sign the document in front of witnesses or a notary public to make it legally binding.
06
Provide a copy of the document to your agent and any relevant financial institutions.

Who needs drafting a financial power?

01
Individuals who may become incapacitated due to illness or injury and want to ensure their financial affairs are managed according to their wishes.
02
Elderly individuals who may need assistance managing their finances.
03
Individuals with complex financial portfolios who want to appoint someone to handle their finances in their absence.
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Drafting a financial power involves creating a legal document that grants someone the authority to make financial decisions on behalf of another person.
Typically, an individual may choose to file a drafting a financial power to designate a trusted person to manage their finances in case they become unable to do so themselves.
To fill out a drafting a financial power, one must consult with an attorney or estate planner to ensure all necessary information is included and the document is legally binding.
The purpose of drafting a financial power is to designate a trusted person to manage one's finances in case of incapacity or inability to make financial decisions.
A drafting a financial power typically includes information about the person granting the power, the person receiving the power, specific powers granted, and any limitations.
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