CD-ROM Only, No Physical Book
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.
- 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 CD-ROM consist of Educational Material, step-by-step Instructions, and one (01) Power of Attorney (POA), (06) six Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix.
- This CD-ROM contains easy instructions and detailed information to help carry out your power of attorney.
- This CD-ROM includes online access to the following Digital Version ( PDF, DOCX, DOC, and ODT ) of the Power of Attorney, documents, and forms. Thus allowing you the ability to alter, edit, fill, and print this Power of Attorney, documents, and forms in a professional manner.
- Preview this CD-ROM / Book in advance online if you have any questions.
- Design for use in the USA
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
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
These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form.
The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.
Digital Version - Ebook ( PDF ):
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