California Financial Power of Attorney
Create your financial power of attorney today
This important document makes sure your personal affairs can be property handled without the delay and cost of court intervention.
The attorney-in-fact you appoint has the authority to do some or all of the following:
- Use your assets to pay for your everyday expenses and for those of your family
- Handle transactions with banks and other financial institutions
- Buy, sell, maintain, pay taxes on and mortgage real estate and other property
- File and pay your taxes
- Manage your retirement accounts
- Collect benefits from Social Security, Medicare or other government programs or civil or military service
- Invest your money in stocks, bonds and mutual funds
- Buy and sell insurance policies and annuities for you
- Operate your small business
- Claim or disclaim property you get from others
- Make gifts of your assets to organizations and individuals of your choosing
- Transfer property to an existing living trust
- Hire someone to represent you in court
Select a Service
Living Trust Estate Plan Package Includes
Living Trust
Specifies how your property will be managed before and after your death, as well as provides a plan for how those assets, and the income earned by the trust, are distributed after your death.
Pour-Over Will
Works in conjunction with your trust and ensures any remaining assets automatically transfer to a previously established trust upon death.
Certificate of Trust
Used by an acting trustee of a trust to prove to financial institutions or other third parties that they have authority to act on behalf of the trust.
What makes our service unique?
Affordable
Our simple online interview process can help you save thousands compared to hiring an expensive attorney to prepare your estate plan.
Expert Verification
Our estate plan service includes a custom review of your documents, making sure you didn’t overlook something.
Legal & Reliable
We use the same estate planning software that many California attorneys use, so you can be confident in your documents.
Trusted
We provide exceptionally high quality legal document preparation services unsurpassed by any other company online, and we take pride in our long-term reputation.
How it works
1. Complete our simple questionnaire
It’s convenient and risk free!
2. Review and confirm services
Review your information and tell us how quickly you need your documents.
3. Sign and purchase
Securely sign online and we’ll complete your documents.
Common questions about financial power of attorney
Most people choose a competent family member or close friend, but depending on the complexity of your finances you might ask your lawyer, business partner, or banker to serve as attorney-in-fact.
If you really know and trust the person, it’s most likely a good option.
You can tailor your Durable Power of Attorney for finances to fit your needs by choosing which powers you grant and by placing certain conditions and restrictions upon the attorney-in-fact.
For example, you can give your attorney-in-fact authority over your real estate, with the express restriction that your house may not be sold.
The main reason to create a Durable Power of Attorney for finances is to avoid court proceedings if you become incapacitated.
If you don’t have a Durable Power of Attorney, your relatives or other loved ones will have to file formal court proceedings and ask a judge to name someone to manage your financial affairs.
These proceedings are commonly known as conservatorship proceedings. Depending upon where you live, the person appointed to manage your finances is called a conservator, guardian of the estate, committee or curator.
A Durable Power of Attorney has limitations and restrictions. Here are some things a Durable Power of Attorney cannot authorize your agent:
- To make healthcare decisions for you
- To marry on your behalf
- To adopt anyone on your behalf
- To vote for you in public elections
- To represent you in legal proceedings
- To make a will on your behalf
- To give powers already legally delegated to someone else by another means
- To continue to act on your behalf after your death
