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Financial Power of Attorney
Whom would you like to be your Agent in your Financial Power of Attorney? (list in order)
1. Name*
First Last
2. Name
First Last
3. Name
First Last
Should your Agent be able to act immediately?*
- Yes
- No
*If no, your Agent can only act if you are incapacitated.
Should your Agent be compensated for their time with your money?*
- Yes
- No
--- Please know this is a basic estate plan. We have not been able to provide you specific advice or guidance as to your goals, needs, family, or assets. If you own real property or have minor children, there are additional documents you should execute later. Depending on your specific goals and concerns, you may want to add a revocable trust to your plan later. Please contact us for a comprehensive consultation when you are ready. ---
Signature*

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