Full Version - Ebook ( PDF ) - Simple Financial Power of Attorney

Digital Download

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.

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.

This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney.

The book consists of (01) one Simple Power of Attorney (Financial), (06) six Supporting Documents, (05) five Miscellaneous Forms, (03) three Recommended Forms, and (04) four Appendix. 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 E-Book has a page titled “Downloadable Digital Files,” which contains internet links to download uncensored forms and documents in the following digital formats: PDF, DOCX, DOC, and ODT. These digital files are fillable and editable with the appropriate computer software.

Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt.

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

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.