Simple Financial Power of Attorney: Fillable Legal Forms for your Estate Planning Needs with Supporting Documents

Simple Financial Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to handle financial activities and perform financial transactions.

This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features.

This Book does not have digital files (PDF, DOCX, DOC, and ODT) attached, and the pages/forms within are not intended to be fillable. The author has provided an active URL link to download these digital files as a courtesy. These digital files are fillable and editable with the appropriate computer software. The Purchaser or User will need an internet service connection, computer access, and printing capabilities to utilize and implement these digital files.

• The Principal can change their mind by revoking the powers granted to the Agent at any time.
• The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions.
• Design for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt.
• The book consist of Educational Material, step-by-step Instructions, one (01) Power of Attorney (POA), six (06) Supporting Documents, five (05) Miscellaneous Forms, three (03) Recommended Forms, and four (04) Appendix.
• This book contains easy instructions and detailed information to help carry out your power of attorney.
• Preview this book in advance online if you have any questions.
• Design for use in the USA.

Digital Version: This Book is also available in Kindle, PDF, and EPUB format.

Due to state laws Paquette Publications can not answer legal questions. If you have legal questions seek out the advice of a competent licensed Attorney in your state.

Power of Attorney:

• Simple Financial Power of Attorney

Supporting Documents:

• Acknowledgment of Appointment by Agent
• Acknowledgment of Resignation by Agent
• Affidavit of Full Force and Effect
• Revocation in Whole
• Revocation in Part(s)
• Revocation of Agent

Miscellaneous Forms:

• Statement of Wishes
• Personal Information Worksheet
• Notification / Contact List
• Personal Documents Locator
• Legal Documents Locator

Recommended Forms:

• Affidavit of Principal's Health State
• Assets & Liabilities Worksheet
• Self - Proving Affidavit

Appendix:

• Appendix A: Insurance Suggestions & Resource Guide
• Appendix B: Directions for Prudent & Safe Investing
• Appendix C: Attorney Suggestions & Resource Guide
• Appendix D: Steps for Credit Repair & Statute of Limitations

Author: Paul Paquette

Publisher: Paquette Publications

Publication Date: Jan 01, 2018

Number of Pages: 178 pages

Binding: Paperback or Softback

ISBN-10: 1948389061

ISBN-13: 9781948389068