Financial Authority
Powers Of Attorney — Keep Your Financial Life Moving
A financial power of attorney names someone you trust to manage your money and property if you cannot act for yourself — paying bills, handling accounts, and keeping responsibilities from piling up. We draft it to fit your life, with the limits and safeguards you want.
Who It May Fit
Who A Financial Power Of Attorney May Fit
- Any adult who wants someone able to step in on bills and accounts during a temporary incapacity
- People with aging parents who help manage finances and want a formal basis to do so
- Travelers or business owners who need someone to act on their behalf while away
- Anyone who wants to plan for incapacity before it is urgent
Financial Authority, Kept Separate From Healthcare
A financial power of attorney is about your money and property — not your medical care. The person you name (your agent) can pay bills, manage bank and investment accounts, handle insurance and benefits, and sign documents on your behalf, within whatever limits you set.
It is a separate document from a healthcare directive, which covers medical decisions and treatment preferences. Keeping them separate means the right person handles each kind of decision. We talk through durability (whether it continues if you become incapacitated), when it takes effect, and how much authority to grant.
Practical Steps
Setting Up A Power Of Attorney
Choose Your Agent Carefully
Decide When And How It Works
Sign And Share It
Review It Over Time
Practical Guidance
Choosing And Preparing Your Agent
A financial power of attorney is only as reliable as the person it names. Judgment, availability, and trustworthy recordkeeping matter — and so does a backup who can step in if your first choice cannot serve.
We talk through who to name, what the scope of their authority should be, and how your agent will find and share the document with the institutions that need it — so the authority you grant works the way you intend.
What To Think Through First
- Who you trust enough to access your accounts and sign on your behalf
- A backup agent in case your first choice cannot serve
- Whether the authority should be immediate or only if you become incapacitated
- Any accounts, properties, or responsibilities you want to exclude
- Whether you want the document to remain effective if you lose capacity (durability)
- How your agent would find and share the document with banks
Questions & Answers
Common Questions About Powers Of Attorney
Keep Going
Related Ways We Help
A complete plan rarely stops at one document. These usually go together.
Foundational Documents
Wills
A clear, written expression of your wishes — who inherits, who decides, and how the people you love are looked after.
Learn MoreTrusts & Administration
Revocable Living Trusts
A flexible planning vehicle you can revise as life changes, designed to keep your affairs organized and private.
Learn MoreMedical Wishes
Healthcare Directives
Put your treatment preferences and care advocates in writing, separate from financial matters, so your voice is heard.
Learn MoreA Thoughtful Next Step
Ready To Talk Through Powers of Attorney?
Start with a conversation about your priorities and the questions you want to clarify. We will help you see how this fits the rest of your plan — and what can wait.
Educational, not individualized advice