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Power of Attorney Workbook

Power of Attorney Workbook

Introduction

This is a worksheet that will assist WE THE PEOPLE in preparing your Finance Power of Attorney Document.

The Power of Attorney for finances and property matters gives legal authority to another person (called an agent or attorney-in-fact) to make property, financial and other legal decisions for the principal.

Your Power of Attorney for finances and property is an important document. As the "principal," you give the person whom you choose (your "agent") authority to spend your money and sell or dispose of your property during your lifetime without telling you.

You do not lose your authority to act even though you have given your agent similar authority. When your agent exercises this authority, he or she must act according to any instructions you have provided or, where there are no specific instructions, in your best interest.

Your agent can act on your behalf only after signing the Power of Attorney before a notary public. You can request information from your agent at any time. If you are revoking a prior Power of Attorney, you should provide written notice of the revocation to your prior agent(s) and to any third parties who may have acted upon it, including the financial institutions where your accounts are located.

You can revoke or terminate your Power of Attorney at any time for any reason as long as you are of sound mind. If you are no longer of sound mind, a court can remove an agent for acting improperly.

Your agent for finances and property cannot make health care decisions for you. You may execute a "Health Care Proxy" to do this. The law governing Powers of Attorney is contained in the New York General Obligations Law, Article 5, Title 15. This law is available at a law library, or online through the New York State Senate or Assembly websites, https://www.nysenate.gov or https://www.assembly.state.ny.us. If there is anything about this that you do not understand, you should ask a lawyer of your own choosing to explain it to you.

Asterisks (*) indicate required answers.

If you should have any questions, feel free to call our office for help.

Your information
Important Notice Your Financial Power of Attorney takes effect Immediately*

* If you want a Financial Power of Attorney that ‘springs into action’ only if and when you become incapacitated, you must have an attorney prepare for you a “Springing Power of Attorney”.

Your Financial Agent
Your Financial Agent is the person or persons you are granting legal authority to make property, financial and other legal decisions to. If you wish to choose more than 2 FINANCIAL AGENTS, please contact us.
First Financial Agent Information

Providing the agent’s phone number will help if verification is required by an institution.

Optional Successor Financial Agent
Your SUCCESSOR FINANCIAL AGENT is the person or persons you are granting legal authority to make property, financial and other legal decisions to if any FINANCIAL AGENT designated above is unable or unwilling to serve. If you wish to choose more than 2 SUCCESSOR FINANCIAL AGENTS, please contact us.
First Successor Financial Agent

Providing the agent’s phone number will help if verification is required by an institution.

Agreement

I understand “We The People”, (the Company)” will complete the document as stated on this receipt with information supplied by me for the purpose of representing myself, (Pro Se).   

Any fees pursuant to this purchase are for computer time & document typing and do NOT include filing fees required by the court, state or any third party fees for providers, (e.g., courier fees, process servers, publications costs).

The Resource Attorney is available to answer "general" questions about the law, the Resource Attorney will NOT provide legal advice or represent you in court. The Resource Attorney is NOT an employee of The Company.  

I hereby agree to assume all responsibility associated with the information in the preparation of the documents.  I further agree to read and approve all documents prior to signing.  If any disputes arise between the parties hereto, venue shall lie in ALBANY COUNTY, State of New York.  In consideration of the foregoing, I make my authorization.

The Company will use its best efforts to prepare documents in a timely fashion; no guarantee has been made regarding the time of completion and/or filing of documents on my behalf. I further understand that The Company has made NO representations regarding the successful outcome (or otherwise) of my legal matter.

The aforementioned as well as the following terms are understood and agreed by “The Company" and me therefore by signing below, I understand and acknowledge the all of the terms contained in this contract:  

  • The Company is not a law firm & its owners/staff members are NOT lawyers.   
  • The Company cannot select legal documents for me.
  • The Company cannot represent me in court.
  • The Company cannot advise me about my legal rights or the law.
  • I am solely responsible for the information provided for the preparation of the documents.
  • If cancellations are requested, The Company will retain a $25.00 cancellation fee to cover administrative costs.
  • If I provide The Company with inaccurate information or if document changes are requested for any reason by me, the court or state, an amendment fee will be charged accordingly for retyping (fees range from $25 - $39 per request).
  • There are NO refunds once documents are typed.
  • I must pick up the completed forms within 30 days from the date of notification by The Company. If I am unavailable or unreachable, I have the responsibility of calling or coming in to the office within 20 business days after such notification or 20 business days after my last dealing/communication with the office in order to inquire as to my document status.
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Special Estate Planning Package!

Order all 3 Estate Planning Documents (Will, NYS Health Care Proxy and NYS Durable Financial Power of Attorney) in the same checkout for $357 only $299. That's a $58 discount!

Discount added to your order automatically when you complete all 3 forms.