Free Financial Power of Attorney Form
Create a comprehensive financial power of attorney form. Authorize a trusted agent to manage banking, investments, taxes, and all financial transactions.
Fill in the Form
1. Principal Information
2. Agent (Attorney-in-Fact)
3. Successor Agent
4. Financial Powers Granted
Select all financial powers to grant to your agent:
5. Spending Limits
6. Accounting Requirements
7. Durability
8. Governing Law
9. Agent Acceptance
10. Principal Signature
Witness 1
Witness 2
Preview
This Financial Power of Attorney is executed on [Date], by the undersigned Principal:
ARTICLE I: PRINCIPAL
Name: [Full Legal Name]
Address: [Address]
SSN (Last 4): XXX-XX-[XXXX]
Date of Birth: [Date of Birth]
ARTICLE II: APPOINTMENT OF AGENT
I, [Principal Name], hereby appoint the following individual as my Agent (Attorney-in-Fact) to act on my behalf in financial matters:
Agent Name: [Agent's Full Name]
Address: [Address]
Phone: [Phone]
Relationship: [Relationship]
ARTICLE III: FINANCIAL POWERS GRANTED
I grant my Agent the following financial powers:
[No financial powers selected]
DURABILITY
This Financial Power of Attorney is durable and shall not be affected by the subsequent disability or incapacity of the Principal. This power of attorney shall remain in full force and effect even if the Principal becomes incapacitated or disabled.
GOVERNING LAW
This Financial Power of Attorney shall be governed by and construed in accordance with the laws of the State of [State].
AGENT ACCEPTANCE
I, the undersigned Agent, hereby accept the appointment as Attorney-in-Fact under this Financial Power of Attorney and agree to act in the best interest of the Principal and in accordance with the terms set forth herein.
Agent Signature: _____________________________
Printed Name: _____________________________
Date: [Date]
PRINCIPAL SIGNATURE
Principal Signature: _____________________________
Printed Name: _____________________________
Date: [Date]
WITNESSES
Witness 1:
Name: _____________________________
Signature: _____________________________
Date: [Date]
Witness 2:
Name: _____________________________
Signature: _____________________________
Date: [Date]
NOTARY ACKNOWLEDGMENT
State of _______________
County of _______________
On this _____ day of _______________, 20___, before me, the undersigned notary public, personally appeared [Principal Name], proved to me through satisfactory evidence of identification to be the person whose name is signed on the preceding document, and acknowledged to me that they signed it voluntarily for its stated purpose.
Notary Public: _____________________________
My Commission Expires: _____________________________
[Seal]
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