Power Of Attorney – WGW Financial
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Power Of Attorney
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A Power Of Attorney allows you to appoint another person as your Attorney-in-fact to act for you in your absence. Their authority can be as broad or specific as you choose. You might appoint an Attorney-in-fact to only handle investment properties, or to only manage a trust, or to only act for you in your business, or to handle everything. Our POAs start at $40 and increase based on the specific privileges and authorities you choose for your Attorney-in-fact up to a maximum of $80. Don't let the title Attorney-in-fact throw you. You can appoint anyone provided they're over 18 years of age. You can also rescind a Power Of Attorney at any time with nothing but a written statement.
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You
Name
*
First
Last
Email
*
Address
*
Address Line 1
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Starting Rate
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Price:
$ 40.00
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Your Attorney-In-Fact
Attorney-In-Fact Name
*
First
Last
Attorney-In-Fact Address
*
Address Line 1
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Total So Far
$ 0.00
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Conditions Of Privilege
Conditions Of Privilege determine parts of your relationship with the Attorney-in-fact beyond the usual boiler plate authority. Attorney-in-fact is typically an unpaid position, with the exception of any out of pocket expenses being reimbursed. Financial incentives can create an opportunity to challenge the objectivity of the Attorney-in-fact and therefor the Power Of Attorney, so it's good to be specific about what's ok with you to avoid any suspicion of abuse of power. Some of these items give your appointee certain privileges that may allow them more control or to earn money from this responsibility with your permission, and therefor without necessarily calling objectivity into question or creating a compensated agreement. These are at your discretion. You should select which ones you'd like to be included in your Power Of Attorney, if any, based on your relationship with the person.
My Attorney-in-fact:
Co-own assets
May continue to co-own assets with me. (If the Attorney-in-fact already co-owns certain assets with you, this allows that to continue. This option is moot if you don't already own assets together. This does not allow the Attorney-in-fact to use control to gain more co-owned assets with you. It only allows the current assets to be held with your permission to avoid charges of conflict of interest.)
Guardian Or Conservator
May act as my guardian or conservator. (This goes into effect only if a competent court finds that you need a guardian or conservator. You are basically requesting this be the person the court appoints should that occur.)
Delegate Authority
May delegate any authority to third parties. (With agreements in writing with the third parties, your Attorney-in-fact can ask someone else to handle some aspect of this responsibility. Otherwise, you insist the Attorney-in-fact handle things personally.)
Personally Benefit
May personally benefit from control of my assets. (Provided the Attorney-in-fact believes a transaction is in your best interest, they may also profit from it. This does not mean they can use your money to purchase assets for themselves or to co-own assets with you that are not already owned prior to the agreement. For example, your Attorney-in-fact might earn a commission from another source for setting up an account or selling an asset for you.)
Financial Statements
Must deliver formal financial statements to me. (Formal financial statements showing changes to managed assets or investments must be provided to you every six months.)
Total So Far
$ 0.00
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Specific Authority
Specific Authority is where you choose the areas in which your Attorney-in-fact can act for you. If you want someone to have blanket authority over all your affairs, you'd select everything. If you only want someone to be responsible for managing your retirement funds, you might choose Government Benefit Transactions, Retirement Benefit Transactions, and Estate Transactions (if all are applicable).
As a point of clarification, Estate Transactions refers to estates and trusts where you are receiving a payment from those estates or trusts. Living Trust Transactions refer to estates and trusts which you have set up yourself.
What areas of specific authority do you want to grant?
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Real Estate Transactions
Maintain Assets and Make Investments
Banking Transactions
Business Operating Transactions
Insurance Transactions
Claims and Litigation Matters
Tax Matters
Government Benefit Transactions
Retirement Benefit Transactions
Care Of My Family
Tangible Personal Property Transactions
Estate Transactions
Living Trust Transactions
Charitable Contributions
Employ Required Professionals (in furtherance of care for you, your family, or your property or estate)
Restrictions
Describe any restrictions you would like placed on your Attorney-in-fact. If you're giving authority over banking transactions, for example, you might restrict monthly spending to a certain amount. Feel free to write in plain English. We'll handle incorporating it into the POA. Adding restrictions is optional.
Total
$ 0.00
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Service Acknowledgment
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We're preparing a document for you. The materials generated through this site or our services otherwise are not legal advice or a substitute for legal counsel. This information is not intended to create, and receipt of it does not constitute, an attorney-client relationship. By checking this box, you are acknowledging your understanding and acceptance of these terms.
Total
*
$ 0.00
Payment Method
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