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Reasons to have a durable power of attorney

  • Checkmark You need someone to speak on your behalf
  • Checkmark To make sure your financial and business choices are respected
  • Checkmark To name a person you trust to make critical financial decisions for you
  • Checkmark To give someone access to your financial accounts if you become incapacitated

Rest easy knowing your interests are protected

Our durable power of attorney allows you to name someone who has your best interests at heart as your agent.

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Express Your Wishes

Our durable power of attorney gives you the opportunity to give the agent unrestricted power to act on your behalf or individually choose each power.

Review and Update

Define Your Terms

Our durable power of attorney will allow you to set and define any specific limitations on the agent's powers. Our form provides guidance throughout.

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How to create a durable power of attorney in 4 steps

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Communicate Your Wishes

We recommend that you always discuss your durable power of attorney with your agent and any other parties named in the document. This might include one or more named guardians or physicians. This will help ensure that your wishes are clearly communicated and understood at the time of signing.

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Gather Basic Information

Provide information for each party. Both the principal and the agent will need to provide their name, phone number, and address. Our healthcare proxy form also allows you to name an alternate agent that will take the first agent's place in case he or she is unable to fulfill the required duties. 

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Enter and Define the Terms

Our durable power of attorney will allow you to set and define any specific limitations on the agent's powers. For example, you may limit the agent's authority to admit the principal to certain facilities, such as a nursing home or a mental health clinic. Also, our form provides you with the flexibility to set a termination date for the agent's powers. 



Review and Sign

Next, review your document and make any final edits or clarifications. Follow your state's witnessing requirements when signing. These are included with the instructions that will be attached to your completed document. Most states require either a notary or two disinterested individuals to witness the principal sign.


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