What is a Power of Attorney?

A general power of attorney is a legal agreement that grants a person of your choosing the authority to act on your behalf when making personal and/or financial decisions. This could be because you are out of the country or incapacitated because of mental or physical health issues, and unable to act on your own behalf.

You can grant more than one more person authority to act on your behalf, as long as they are over 18, and enjoy full legal capacity.

Financial Power of Attorney

This allows the holder of your power of attorney to manage your finances for –

• Make bank deposits, withdrawals or other transactions
• Trade stocks and bonds
• Pay bills
• Buy or sell property
• Hire people to take care of you
• File your tax returns
• Arrange the distribution of retirement benefits
• Negotiate and sign contracts
• Apply for government benefits like SSI or Medi-Cal

Personal Power of Attorney

This means that whoever holds your power of attorney has the authority to look after your wellbeing, including medical care, where you live, or appointing a concerned for you.

Or

You can authorize us to represent you in matters involving taxes, real estate, retirement plans, as well as any other fiduciary needs you might have.