Explore our free Power of Attorney template workflow, simplifying the process of identifying agents, setting powers, drafting, reviewing, and finalizing legal documents.
1
Identify the person needing power of attorney
2
Identify the agent who will be given power of attorney
3
Define the types and extent of powers to be granted
4
Research state specific laws pertaining to power of attorney
5
Prepare the power of attorney draft
6
Review the draft for any legal errors or discrepancies
7
Approval: Legal Counsel
8
Specify dates of effectiveness and expiration of the powers if any
9
Include revocation details in the power of attorney
10
Keep provision for alternate agents if primary agent is unable to act
11
Mention any special instructions related to the granted powers
12
Polish the format and structure of the document
13
Generate the final Power of Attorney document
14
Print the final PoA document
15
Arrange for the principal's signature
16
Arrange for witness signatures or notarization if required by state law
17
Make duplicate copies of signed PoA document
18
Distribute signed copies to relevant parties
Identify the person needing power of attorney
This task involves identifying the individual who requires a power of attorney. Consider why they need a power of attorney, their relationship to the agent, and their understanding of the responsibilities involved. Determine their capacity to make decisions and their ability to communicate their wishes.
1
Spouse
2
Child
3
Parent
4
Sibling
5
Friend
Identify the agent who will be given power of attorney
This task involves identifying the individual who will be granted power of attorney. Consider their trustworthiness, ability to carry out the duties, and knowledge of the person needing power of attorney's wishes. Verify their willingness to take on the responsibility and their availability to act on behalf of the person needing power of attorney.
1
Spouse
2
Child
3
Parent
4
Sibling
5
Friend
Define the types and extent of powers to be granted
This task involves specifying the types and extent of powers to be granted to the agent. Consider which powers are necessary based on the person needing power of attorney's situation and preferences. Discuss the limitations or restrictions on the agent's powers and any conditions that must be met for the powers to be activated.
1
Financial
2
Medical
3
Real Estate
4
Legal
5
Business
1
Limited
2
General
Research state specific laws pertaining to power of attorney
This task involves conducting research on the state specific laws pertaining to power of attorney. Familiarize yourself with the legal requirements, forms, and procedures for creating a valid power of attorney in the specific jurisdiction. Identify any additional documents or steps that may be necessary to comply with the state's laws.
Prepare the power of attorney draft
This task involves preparing a draft of the power of attorney document. Use the appropriate legal language and format the document according to the state's requirements. Include the necessary details such as the names of the parties involved, the powers being granted, and any conditions or limitations. Leave placeholders for specific dates and signatures.
Review the draft for any legal errors or discrepancies
This task involves reviewing the draft of the power of attorney document for any legal errors or discrepancies. Carefully examine the language, formatting, and content of the document to ensure compliance with state laws and the intentions of the person needing power of attorney. Make necessary revisions or seek legal advice if needed.
Approval: Legal Counsel
Will be submitted for approval:
Review the draft for any legal errors or discrepancies
Will be submitted
Specify dates of effectiveness and expiration of the powers if any
This task involves specifying the dates of effectiveness and expiration of the powers granted in the power of attorney document. Determine when the agent's powers will become effective and when they will no longer be valid. Consider any specific events or conditions that may affect the duration of the powers granted.
Include revocation details in the power of attorney
This task involves including revocation details in the power of attorney document. Determine the circumstances under which the power of attorney can be revoked and specify the process for revoking the powers granted. Consider whether a new document or notification is required for the revocation to be valid.
Keep provision for alternate agents if primary agent is unable to act
This task involves keeping provisions for alternate agents in case the primary agent is unable to act. Determine whether the person needing power of attorney wishes to appoint alternate agents and specify the order in which they should act. Consider the qualifications and availability of the alternate agents.
1
Yes
2
No
Mention any special instructions related to the granted powers
This task involves mentioning any special instructions related to the powers granted in the power of attorney document. Consider any specific wishes or preferences of the person needing power of attorney that should be communicated to the agent. Specify the manner in which the agent should exercise their powers and any limitations or conditions.
Polish the format and structure of the document
This task involves polishing the format and structure of the power of attorney document. Ensure that the document is organized, easy to read, and free from grammatical or typographical errors. Consider the use of headings, bullet points, and formatting styles to improve clarity and readability.
Generate the final Power of Attorney document
This task involves generating the final power of attorney document using the polished draft. Convert the polished draft into a finalized and printable document format. Review the document for accuracy and completeness before proceeding to the next steps.
Print the final PoA document
This task involves printing the final power of attorney document. Use a printer to create a physical copy of the document. Ensure that the printed copy is clear and legible. Consider using high-quality paper for a professional appearance.
1
Standard
2
High
Arrange for the principal's signature
This task involves arranging for the principal's signature on the final power of attorney document. Determine how the principal will sign the document, whether it will be in person or through a digital signature. Specify any witnesses required for the signature and any special instructions for the signing process.
1
Yes
2
No
Arrange for witness signatures or notarization if required by state law
This task involves arranging for witness signatures or notarization of the power of attorney document if required by state law. Determine the number of witnesses required and their eligibility. Research the state's requirements for notarization and identify a qualified notary public if needed.
1
Yes
2
No
Make duplicate copies of signed PoA document
This task involves making duplicate copies of the signed power of attorney document. Use a copier or scanning device to create additional copies of the signed document. Ensure that the copies are clear and legible. Consider storing the copies securely and providing copies to relevant parties.
Distribute signed copies to relevant parties
This task involves distributing the signed copies of the power of attorney document to relevant parties. Determine who should receive a copy of the document, such as the agent, financial institutions, healthcare providers, or other relevant parties. Ensure that the copies are delivered securely and according to any legal requirements.
