Services
Durable power of attorney (financial)
A durable power of attorney helps you plan for incapacity by authorizing someone you trust to handle financial and legal matters if you’re unable to.
Why it matters
- • Reduce the risk of delays and court involvement
- • Keep bills and obligations handled
- • Clarify who can act and what they can do
Common powers
- • Banking and bill-pay
- • Real estate and property management
- • Insurance, benefits, and tax-related tasks
Key choices
- • Who you name as agent (and alternates)
- • Scope of authority
- • When it becomes effective (varies by design)