Power of Attorney For Financial Needs

Power of Attorney For Financial Needs

This document is not for Medical wishes
NOTICE TO CLIENT – MY MOBILE NOTARY PUBLIC & DOCUMENT SERVICES, LLC IS NOT A LAW FIRM, AND ITS STAFF ARE NOT ATTORNEYS. WE MAY ONLY PROVIDE SELF-HELP DOCUMENT PREPARATION SERVICES AT YOUR SPECIFIC DIRECTION. WE CANNOT PROVIDE LEGAL ADVICE, LEGAL OPINIONS, OR LEGAL REPRESENTATION. WE CANNOT ADVISE YOU REGARDING YOUR LEGAL RIGHTS,REMEDIES, DEFENSES, OPTIONS, OR STRATEGIES.
Name of person completing this form

First NameLast Name
Email of person completing this form
example@example.com
Phone Number of person completing this form
Please enter a valid phone number.Format: (000) 000-0000.
By submitting this information, you acknowledge and confirm that you are either the named Principal or an Authorized Representative who has obtained the Principal's permission to provide information for the preparation of these documents.

Because these documents may grant another individual significant authority over the Principal's financial, personal, or medical affairs, My Mobile Notary Public & Document Services, LLC reserves the right to communicate directly and independently with the Principal to verify their identity, confirm their wishes, and ensure the documents are being prepared voluntarily and without undue influence or coercion.
Select the Power of Attorney form you wish to use:
STATUTORY POWER OF ATTORNEY - (CALIFORNIA UNIFORM STATUTORY)

NOTICE: THE POWERS GRANTED BY THIS DOCUMENT ARE BROAD AND SWEEPING. THEY ARE EXPLAINED IN THE UNIFORM STATUTORY FORM POWER OF ATTORNEY ACT (CALIFORNIA PROBATE CODE SECTIONS 4400–4465).

THE POWERS LISTED IN THIS DOCUMENT DO NOT INCLUDE ALL POWERS THAT ARE AVAILABLE UNDER THE PROBATE CODE. ADDITIONAL POWERS AVAILABLE UNDER THE PROBATE CODE MAY BE ADDED BY SPECIFICALLY LISTING THEM UNDER THE SPECIAL INSTRUCTIONS SECTION OF THIS DOCUMENT.

IF YOU HAVE ANY QUESTIONS ABOUT THESE POWERS, OBTAIN COMPETENT LEGAL ADVICE.

THIS DOCUMENT DOES NOT AUTHORIZE ANYONE TO MAKE MEDICAL AND OTHER HEALTHCARE DECISIONS FOR YOU.

YOU MAY REVOKE THIS POWER OF ATTORNEY IF YOU LATER WISH TO DO SO.
California General Durable Power of Attorney

The powers you grant below are effective even if you become disable or incompetent.

CAUTION: A durable power of attorney is an important legal document. By signing the durable power of attorney, you are authorizing another person to act for you, the principal.

Before you sign this durable power of attorney, you should know these important facts:

Your agent (attorney-in-fact) has no duty to act unless you and your agent agree otherwise in writing.

This document gives your agent the power to manage, dispose of, sell, and convey your real and personal property, and to use your property as security if your agent borrows money on your behalf.

This document does not give your agent the power to accept or receive any of your property, in trust or otherwise, as a gift, unless you specifically authorize the agent to accept or receive a gift.

Your agent will have the right to receive reasonable payment for services provided under this durable power of attorney unless you provide otherwise in this power of attorney.

The powers you give your agent will continue to exist for your entire lifetime, unless you state that the durable power of attorney will last for a shorter period of time or unless you otherwise terminate the durable power of attorney.

The powers you give your agent in this durable power of attorney will continue to exist even if you can no longer make your own decisions respecting the management of your property.

You can amend or change this durable power of attorney only by executing a new durable power of attorney or by executing an amendment through the same formalities as an original.

You have the right to revoke or terminate this durable power of attorney at any time, so long as you are competent.

This durable power of attorney must be dated and must be acknowledged before a notary public or signed by two witnesses.

If it is signed by two witnesses, they must witness either:

(1)the signing of the power of attorney or
(2)the principal's signing or acknowledgment of his or her signature.

A durable power of attorney that may affect real property should be acknowledged before a notary public so that it may easily be recorded.

You should read this durable power of attorney carefully. When effective, this durable power of attorney will give your agent the right to deal with property that you now have or might acquire in the future.

The durable power of attorney is important to you. If you do not understand the durable power of attorney, or any provision of it, then you should obtain the assistance of an attorney or other qualified person.
What is the Principal's Name? (The person giving away their power)

First NameMiddle NameLast NameSuffix
What is the Principal's address?

Street Address

Street Address Line 2

CityState

Zip Code
How many Agents (Attorney-in-fact)would you like to appoint?
What is the name of the Agent (Attorney-in-Fact)? This is the person who the Principal is giving their power to.

First NameMiddle NameLast NameSuffix
What is the Agent's address?

Street Address

Street Address Line 2

CityState

Zip Code
Who will be the second Agent (Attorney-in-fact)?

First NameMiddle NameLast NameSuffix
Second Agent (Attorney-in-Fact) Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Select as many or as few of the powers that you would like to grant to your Agent. If you would like to grant all powers. Only select the last option.
Select as many or as few of the powers that you would like to grant to your Agent. If you would like to grant all powers. Only select the last option.

REAL PROPERTY TRANSACTIONS - To lease, sell, mortgage, purchase, exchange, and acquire, and to agree,bargain, and contract for the lease, sale, purchase, exchange, and acquisition of, and to accept, take, receive, and possess any interest in real property whatsoever, on such terms and conditions, and under such covenants, as my Agent shall deem proper; and to maintain, repair, tear down, alter, rebuild, improve manage, insure, move, rent, lease, sell, convey, subject to liens, mortgages, and security deeds, and in any way or manner deal with all or any part of any interest in real property whatsoever, including specifically, but without limitation, real property lying and being situated in the State of California, under such terms and conditions, and under such covenants, as my Agent shall deem proper and may for all deferred payments accept purchase money notes payable to me and secured by mortgages or deeds to secure debt, and may from time to time collect and cancel any of said notes, mortgages, security interests, or deeds to secure debt.TANGIBLE PERSONAL PROPERTY TRANSACTIONS - To lease, sell, mortgage, purchase, exchange, andacquire, and to agree, bargain, and contract for the lease, sale, purchase, exchange, and acquisition of, and to accept, take, receive, and possess any personal property whatsoever, tangible or intangible, or interest thereto, on such terms and conditions, and under such covenants, as my Agent shall deem proper; and to maintain, repair, improve, manage, insure, rent, lease, sell, convey, subject to liens or mortgages, or to take any other security interests in said property which are recognized under the Uniform Commercial Code as adopted at that time under the laws of the State of California or any applicable state, or otherwise hypothecate (pledge), and in any way or manner deal with all or any part of any real or personal property whatsoever, tangible or intangible, or any interest therein, that I own at the time of execution or may thereafter acquire, under such terms and conditions, and under such covenants, as my Agent shall deem proper.COMMODITY AND OPTION TRANSACTIONS - To organize or continue and conduct any business which termincludes, without limitation, any farming, manufacturing, service, mining, retailing or other type of business operation in any form, whether as a proprietorship, joint venture, partnership, corporation, trust or other legal entity; operate, buy, sell, expand, contract, terminate or liquidate any business; direct, control, supervise, manage or participate in the operation of any business and engage, compensate and discharge business managers, employees, agents, attorneys, accountants and consultants; and, in general, exercise all powers with respect to business interests and operations which the principal could if present and under no disability.BANKING AND OTHER FINANCIAL INSTITUTION TRANSACTIONS - To make, receive, sign, endorse, execute,acknowledge, deliver and possess checks, drafts, bills of exchange, letters of credit, notes, stock certificates, withdrawal receipts and deposit instruments relating to accounts or deposits in, or certificates of deposit of banks, savings and loans, credit unions, or other institutions or associations. To pay all sums of money, at any time or times, that may hereafter be owing by me upon any account, bill of exchange, check, draft, purchase, contract, note, or trade acceptance made, executed, endorsed, accepted, and delivered by me or for me in my name, by my Agent. To borrow from time to time such sums of money as my Agent may deem proper and execute promissory notes, security deeds or agreements, financing statements, or other security instruments in such form as the lender may request and renew said notes and security instruments from time to time in whole or in part. To have free access at any time or times to any safe deposit box or vault to which I might have access.INSURANCE AND ANNUNITY TRANSACTIONS - To exercise or perform any act, power, duty, right, or obligation,in regard to any contract of life, accident, health, disability, liability, or other type of insurance or any combination of insurance; and to procure new or additional contracts of insurance for me and to designate the beneficiary of same; provided, however, that my Agent cannot designate himself or herself as beneficiary of any such insurance contracts.ESTATE, TRUST, AND OTHER BENEFICIARY TRANSACTIONS - To accept, receipt for, exercise, release, reject,renounce, assign, disclaim, demand, sue for, claim and recover any legacy, bequest, devise, gift or other property interest or payment due or payable to or for the principal; assert any interest in and exercise any power over any trust, estate or property subject to fiduciary control; establish a revocable trust solely for the benefit of the principal that terminates at the death of the principal and is then distributable to the legal representative of the estate of the principal; and, in general, exercise all powers with respect to estates and trusts which the principal could exercise if present and under no disability; provided, however, that the Agent may not make or change a will and may not revoke or amend a trust revocable or amendable by the principal or require the trustee of any trust for the benefit of the principal to pay income or principal to the Agent unless specific authority to that end is given.CLAIMS AND LITIGATION - To commence, prosecute, discontinue, or defend all actions or other legalproceedings touching my property, real or personal, or any part thereof, or touching any matter in which I or my property, real or personal, may be in any way concerned. To defend, settle, adjust, make allowances, compound, submit to arbitration, and compromise all accounts, reckonings, claims, and demands whatsoever that now are, or hereafter shall be, pending between me and any person, firm, corporation, or other legal entity, in such manner and in all respects as my Agent shall deem proper.BENEFITS FROM SOCIAL SECURITY, MEDICARE, MEDICAID, OR OTHER GOVERNMENTAL PROGRAMS, OR MILITARY SERVICE - To prepare, sign and file any claim or application for Social Security, unemployment or military service benefits; sue for, settle or abandon any claims to any benefit or assistance under any federal, state, local or foreign statute or regulation; control, deposit to any account, collect, receipt for, and take title to and hold all benefits under any Social Security, unemployment, military service or other state, federal, local or foreign statute or regulation; and, in general, exercise all powers with respect to Social Security, unemployment, military service, and governmental benefits, including but not limited to Medicare and Medicaid, which the principal could exercise if present and under no disability.RETIREMENT PLAN TRANSACTIONS - To contribute to, withdraw from and deposit funds in any type ofretirement plan (which term includes, without limitation, any tax qualified or nonqualified pension, profit sharing, stock bonus, employee savings and other retirement plan, individual retirement account, deferred compensation plan and any other type of employee benefit plan); select and change payment options for the principal under any retirement plan; make rollover contributions from any retirement plan to other retirement plans or individual retirement accounts; exercise all investment powers available under any type of self-directed retirement plan; and, in general, exercise all powers with respect to retirement plans and retirement plan account balances which the principal could if present and under no disability.TAX MATTERS - To prepare, to make elections, to execute and to file all tax, social security,unemployment insurance, and informational returns required by the laws of the United States, or of any state or subdivision thereof, or of any foreign government; to prepare, to execute, and to file all other papers and instruments which the Agent shall think to be desirable or necessary for safeguarding of me against excess or illegal taxation or against penalties imposed for claimed violation of any law or other governmental regulation; and to pay, to compromise, or to contest or to apply for refunds in connection with any taxes or assessments for which I am or may be liable.
Enter any special instructions you may have to limit or extend the powers you are granting to your agent. Enter instructions here if you DO NOT want this Power of Attorney to become effective immediately. If you have no additional wishes enter N/A.
Enter any special instructions you may have to limit or extend the powers you are granting to your agent. If you have no additional wishes enter N/A.
SUCCESSOR AGENT - Agent. If any Agent named by me shall die, become incompetent, resign or refuse to accept the office of Agent, I name the following (each to act alone and successively, in the order named) as successor(s) to such Agent: (If you do not have a Successor Agent, put N/A.)

First NameMiddle NameLast NameSuffix
Successor Agent Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Optional - Successor # 2 (If you do not have a Successor Agent, leave blank.)

First NameLast Name
Successor Agent #2 Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
By checking below, I understand that:
Do you want this power of attorney to become effective immediately?
Please specify the event or condition that must occur before this document becomes effective.
Example: 'My subsequent incapacity as determined by my primary care physician
Do you want this Power of Attorney to continue to be effective if you become incapacitated?
Do you want your Agents to act separately or Jointly?
Would you like to add on Notary Services? Total notary service fee will vary based on the number of documents to be notarized and where the document signing will take place. The Total Notary cost will be discussed with you before a notary appointment is scheduled. (If selected, this fee will be in addtion to the document preparation fee)
SIGNING VERIFICATION & IDENTIFICATION REQUIREMENTS: California Notary law requires specific verification methods for notarizing or witnessing these documents. Principal's Identification Status:
Notary Communication & Language Logistics: Documents will be prepared strictly in English. To ensure a lawful notary public signing, the Notary and the Principal must be able to communicate directly without a translator to complete the Notarization of the document. (An additional fee may be required to obtain a bilingual notary.)
If you selected NO above, enter the spoken language of the Principal below:
I understand that I have instructed My Mobile Notary Public & Document Services to prepare a Power of Attorney Document based on my above answers. My Mobile Notary Public & Document Services, LLC is a California Legal Document Assistant, San Bernardino County, Reg. No 0465, Exp 05.01.2028.
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