View Details
If you are incapacitated, who will handle your financial affairs? If your first answer was “my spouse” or “my son/daughter”, consider that they may be grief-stricken or busy caring for you, and you may need someone with a little more distance.
But even if you do want your daughter to keep your finances in order, you still need to sign a written power of attorney to authorize her to speak with your creditors, write checks from your bank account, work with your accountant and all of the other easily-forgotten-but-critical everyday financial transactions we need to do.
Don’t leave your loved ones scrambling to try and convince your bank to release money for your care or other expenses. Prepare a durable power of attorney that will help keep your affairs in order, so that your family isn’t thrown into financial chaos if something happens to you.
If you are serving as an executor or agent for someone else, we also have you covered. From letters to creditors to affidavits of domicile, we will make sure that you have all the documents that you need to take care of your loved one’s needs.
Note: These forms are generally used for managing the financial affairs of those who are alive but incapacitated. For estate planning forms to plan for either your own passing, or managing another person’s affairs after their passing, see our Living Trust & Will Documents.
See our library of medical/health care documents for additional forms relating to specific medical care wishes.