Documents / Personal & Family
Power of Attorney (Financial)
Authorize a trusted person to manage your finances, property, and legal affairs — durable or non-durable, effective now or upon incapacity.
Time
~8 min
Questions
19
Steps
4
Export
PDF · Word
You'll answer guided questions with a live preview, then export, share, or send for e-signature. Free during launch.
What we'll cover
- 01
The Principal
The principal is the person granting authority — the person this document is about.
- 02
The Agent
The agent (attorney-in-fact) is the person you are authorizing to act for you. Choose someone you trust completely.
- 03
Durability & Effective Date
- 04
Powers Granted
Check each area of authority you want to grant. Only the powers you check will appear in the document.
- 05
Review & generate
AI review, edits, export, and e-signature.
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