Complex Financial Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to handle financial activities and perform financial transactions.
 
This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional safety features.
  • The Principal can change their mind by revoking the powers granted to the Agent at any time.
  • The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions.
  • Design for long-term (greater than five years) use, preferably with multiple Agents to reflect the changing realities of life with optional safety features that create additional administrative burdens but with some checks and balances on the Agent's power.
  • The Book consist of Educational Material, step-by-step Instructions, and one (01) Power of Attorney (POA), sixteen (16) Supporting Documents, five (05) Miscellaneous Forms, two (02) Recommended Forms, and four (04) Appendix.
  • This Book contains easy instructions and detailed information to help carry out your power of attorney.
  • This Book includes online access to the following Digital Version ( PDF, DOCX, DOC, and ODT ) of the Power of Attorney, documents, and forms. Thus allowing you the ability to alter, edit, fill, and print this Power of Attorney, documents, and forms in a professional manner.
  • Preview this book in advance online if you have any questions.
  • Design for use in the USA.
 

Power of Attorney:
  • Complex Financial Power of Attorney
Supporting Documents:
  • Acknowledgment of Appointment by Agent
  • Acknowledgment of Resignation by Agent
  • Affidavit of Full Force and Effect
  • Delegation of Agent's Power
  • Revocation of Delegate by Agent
  • Co-Agent Power-Sharing Agreement
  • Revocation in Whole
  • Revocation in Part(s)
  • Revocation of Agent
  • Revocation of Delegate by Principal
  • Acknowledgment of Appointment by Protector
  • Acknowledgment of Resignation by Protector
  • Revocation of Agent by Protector
  • Revocation of Delegate by Protector
  • Acknowledgment of Appointment by Delegate
  • Acknowledgment of Resignation by Delegate
Miscellaneous Forms:
  • Statement of Wishes
  • Personal Information Worksheet
  • Notification / Contact List
  • Personal Documents Locator
  • Legal Documents Locator

Recommended Forms:
  • Affidavit of Principal's Health State
  • Assets & Liabilities Worksheet

Appendix:
  • Appendix A: Insurance Suggestions & Resource Guide
  • Appendix B: Directions for Prudent & Safe Investing
  • Appendix C: Attorney Suggestions & Resource Guide
  • Appendix D: Steps for Credit Repair & Statute of Limitations

These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form.

The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.
 
Digital Version  - Ebook ( PDF ):
  • A digital version Ebook ( PDF ) is available for sale on Bonanza.
  • Received Item Instantly after Payment, No Shipping Cost involved. 
Print on Demand:
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