Durable Power of Attorney Lawyer in Upland, CA
Power of Attorney Document

Your Durable Power of Attorney Agent Can Be Granted the Ability To:

  • Pay Your Bills

  • Prepare Tax Returns

  • Manage Personal Property

  • Manage Real Estate

  • Bring Legal Actions on Your Behalf

  • Nominate a Guardian for Your or Your Minor Children

Durable Power of Attorney

Recommended as part of a complete Estate Plan

A durable power of attorney is a document that allows you to provide authority to someone (known as an agent or attorney-in-fact) to manage your personal property and finances if you are unable to do so due to incapacity.

Your agent can be given the legal authority to pay your bills, manage banking and investments, prepare tax returns, manage personal property and real estate, bring legal actions on your behalf, and even nominate a guardian for you or your minor children.

If you do not have a durable power of attorney and you become incapacitated, it will be too late for you to name an agent to manage your personal and financial affairs. Although family or friends may be able to manage some of your property, the court may have to appoint a guardian to manage it for you. Selling stocks, listing a house for sale and transferring title, withdrawing money from a bank account, and applying for insurance benefits are just some of the actions that may require a court-appointed guardian.

This process can be intrusive and expensive. The law requires that all actions of the guardian be approved by the court, which means the records are open to the public. You can avoid the hassle and heartache with proper planning while you are healthy, and having a plan in place will give you great peace of mind. Contact us today to get started.

What to consider when setting up Durable Power of Attorney

It’s important to choose the trusted individual carefully. This needs to be someone you trust to act in your best interest.

You’ll also need to consider the scope of authority you wish to grant. You can go narrow so that the POA is limited to specific tasks or you can have it cover broad financial and legal responsibilities. Remember, a Durable Power of Attorney stays in effect even if you become incapacitated.

Of course, this kind of authority is best paired with very clear instructions and limitations if needed. This ensures your wishes can be followed precisely (and easily).

Power of Attorney Setup

Helpful Info: You should consider discussing your decision with the chosen agent. This will help them understand their role. Lastly, you’ll want to review your POA and any instructions regularly to ensure it still reflects your needs and circumstances.

Durable Power of Attorney in Southern California

Durable Power of Attorney Tips

  • Understand Your Needs: Consider the specific responsibilities someone would need to handle for you. Things like finances, legal decisions, managing properties.
  • Choose the Right Agent: The key here is trust. The person or entity must be trustworthy and have the skills, reliability, and willingness to act in your best interests. It’s best to discuss this with them first.
  • Consult an Attorney: Estate planning attorneys work with Durable Power of Attorney documents all the time and will be able to advise you on the best option for your circumstance. They’ll also make sure it’s compliant with state laws.

Serving Your Friends, Family, and Neighbors for Years

Power of Attorney Documents

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You shouldn’t have to work through difficult legal needs on your own (or break the bank on unhelpful lawyers). Our team is ready to assist you. Just like we’ve helped thousands of others.

Jason Louis GaudyReviewsout of 3 reviews

Gaudy Law Inc.


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