DURABLE FINANCIAL POWER OF ATTORNEY

A durable financial power of attorney lets you appoint a trusted person to manage financial and legal matters if you cannot act for yourself. Depending on the authority you grant, your agent may be able to pay bills, manage accounts, handle taxes, deal with property, communicate with insurers, and keep essential obligations from falling through the cracks.

“Durable” generally means the authority can continue after incapacity. State rules differ on signing, notarization, witnesses, statutory notices, agent acknowledgments, and whether financial institutions will accept a particular form. Choose an agent carefully, limit powers you do not want to grant, and consider having a qualified attorney review the completed document.

Download the fillable 50-state Durable Financial Power of Attorney below.

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Durable Financial Power of Attorney

A durable financial power of attorney lets you appoint a trusted person to manage financial and legal matters if you cannot act for yourself. Depending on the authority you grant, your agent may be able to pay bills, manage accounts, handle taxes, deal with property, communicate with insurers, and keep essential obligations from falling through the cracks.

Before you use it.

“Durable” generally means the authority can continue after incapacity. State rules differ on signing, notarization, witnesses, statutory notices, agent acknowledgments, and whether financial institutions will accept a particular form. Choose an agent carefully, limit powers you do not want to grant, and consider having a qualified attorney review the completed document.

Put the pieces together.

The Guide explains the choices. The Workbook organizes the details.

Explore the free Guide + Workbook →