Durable Power of Attorney Create a Durable Power of Attorney

... Durable

Home
Power of Attorney
Durable

Durable Power of Attorney

Updated Feb 04, 2026

0 Comments

5 (1)

29 Downloads

A Durable Power of Attorney is a legal form that lets someone (the "principal") choose another person (the "agent") to make decisions for them, even if they can no longer make decisions themselves.

Create a Durable Power of Attorney

Poa Type

What type of Durable Power of Attorney do you wish to create?

Financial/Property Healthcare/Medical Combined (Financial & Healthcare)

Select the primary scope for your Power of Attorney. Financial/Property covers banking, real estate, and financial matters. Healthcare/Medical covers medical decisions. Combined covers both.

View Document

Create

Download PDF

0% Complete 0/0 Fields

DURABLE POWER OF ATTORNEY FORM

I. DESIGNATION OF AGENT

I, , with a mailing address of , (hereinafter referred to as the "Principal"), hereby appoint , with a mailing address of , (hereinafter referred to as the "Agent"), as my attorney-in-fact to act in my name, place, and stead in any way which I myself could do, if I were personally present, to the extent that I am permitted by law to act through an agent.

II. DESIGNATION OF SUCCESSOR AGENT

Appoint a Successor Agent?

If my Agent resigns, dies, becomes incapacitated, is not qualified to serve, or declines to serve, I appoint , with a mailing address of , as my Successor Agent to serve with the same powers and authorities granted to the original Agent.

III. DURABILITY PROVISION

This Power of Attorney shall not be affected by my subsequent disability or incapacity, or by the lapse of time. It is my intent that the authority conferred herein shall be exercisable notwithstanding my subsequent disability or incapacity.

IV. EFFECTIVE DATE

This Power of Attorney shall become effective: (Check one)

Immediately upon the date of execution of this instrument.

Only upon my disability or incapacity.

For the purposes of this provision, I shall be considered disabled or incapacitated if two (2) licensed physicians certify in writing that I am unable to manage my financial or legal affairs.

V. GRANT OF GENERAL AUTHORITY

I grant my Agent and any Successor Agent general authority to act for me with respect to the following subjects: (Check all that apply)

Real Property - To buy, sell, lease, mortgage, exchange, or manage real estate.

Tangible Personal Property - To buy, sell, lease, exchange, or manage personal property.

Stocks and Bonds - To buy, sell, exchange, and manage stocks, bonds, mutual funds, and all other types of securities.

Commodities and Options - To buy, sell, exchange, and manage commodities and options.

Banks and Other Financial Institutions - To open, close, and manage bank accounts, savings accounts, and certificates of deposit; to sign checks and withdraw funds.

Operation of Entity or Business - To manage, operate, buy, sell, or liquidate any business or commercial entity.

Insurance and Annuities - To purchase, maintain, surrender, or borrow against insurance policies and annuities.

Estates, Trusts, and Other Beneficiary Interests - To act for me in all matters that affect a trust, probate estate, guardianship, conservatorship, escrow, or custody arrangement.

Claims and Litigation - To assert and prosecute before a court or administrative agency a claim, claim for relief, cause of action, counterclaim, offset, recoupment, or defense.

Personal and Family Maintenance - To do all acts necessary for maintaining the customary standard of living of the Principal and the Principal's family.

Benefits from Governmental Programs or Civil or Military Service - To apply for and receive any government benefits, including Social Security, Medicare, and Medicaid.

Retirement Plans - To manage, select payment options, and make investment decisions regarding retirement plans.

Taxes - To prepare, sign, and file federal, state, local, and foreign income, gift, payroll, property, Federal Insurance Contributions Act, and other tax returns.

Healthcare Decisions - To make all health care decisions for me, including the power to consent to, refuse, or withdraw any type of medical care, treatment, surgical procedure, diagnostic procedure, medication, and the use of mechanical or other procedures that affect any bodily function.

ALL OF THE ABOVE - I grant my Agent authority over all the subjects listed above.

VI. SPECIAL INSTRUCTIONS AND LIMITATIONS

The powers granted above are subject to the following special instructions or limitations:

VII. AUTHORITY TO COMPENSATE AND REIMBURSE

My Agent is entitled to reasonable compensation for services rendered and reimbursement for reasonable expenses incurred in the exercise of the powers granted in this Power of Attorney.

VIII. AGENT'S DUTIES

Notwithstanding the broad powers granted herein, my Agent shall:
1. Act in accordance with my reasonable expectations to the extent actually known by the Agent and, otherwise, in my best interest;
2. Act in good faith;
3. Act only within the scope of authority granted in this Power of Attorney; and
4. Keep a record of all receipts, disbursements, and transactions made on my behalf.

IX. RELIANCE BY THIRD PARTIES

Any third party who relies in good faith on the authority of my Agent under this instrument, without actual knowledge that this Power of Attorney has been revoked or that the Agent is exceeding their authority, shall be fully protected from any liability for such reliance.

X. NOMINATION OF GUARDIAN OR CONSERVATOR

If a court of competent jurisdiction determines that a guardian or conservator of my estate or person needs to be appointed, I hereby nominate my Agent designated in this Power of Attorney to serve in that capacity.

XI. REVOCATION OF PRIOR POWERS

I hereby revoke all Powers of Attorney previously executed by me. This revocation does not affect any Power of Attorney for Health Care or Advance Directive unless specifically indicated in Section V above.

XII. GOVERNING LAW

This Power of Attorney shall be governed by and construed in accordance with the laws of the State of .

XIII. SEVERABILITY

If any provision of this Power of Attorney is held to be invalid or unenforceable, such invalidity or unenforceability shall not affect the other provisions, which shall remain in full force and effect.

XIV. SIGNATURE AND ACKNOWLEDGMENT

Principal's Signature

I, the Principal, sign my name to this Power of Attorney this , and being first duly sworn, do declare to the undersigned authority that I sign and execute this instrument as my Power of Attorney and that I sign it willingly, or willingly direct another to sign for me, that I execute it as my free and voluntary act for the purposes expressed in the Power of Attorney, and that I am eighteen years of age or older, of sound mind, and under no constraint or undue influence.

Signature: _________________________
Print Name: _______________
Date: _______________

Witness Signatures

We, the witnesses, sign our names to this instrument, and at least one of us, being first duly sworn, and do hereby declare that the Principal signs and executes this instrument as the Principal's Power of Attorney and that the Principal signs it willingly, and that each of us, in the presence and hearing of the Principal, hereby signs this Power of Attorney as witness to the Principal's signing, and that to the best of our knowledge the Principal is eighteen years of age or older, of sound mind, and under no constraint or undue influence.

Witness 1:
Signature: _________________________
Print Name:
Address:
Date:

Add Second Witness?

Witness 2:
Signature: _________________________
Print Name:
Address:
Date:

XV. ACCEPTANCE OF APPOINTMENT

I, _______________, have read the attached Power of Attorney and am the person identified as the Agent for the Principal. I hereby acknowledge that when I act as Agent:
1. I shall act in the Principal's best interest, in good faith, and only within the scope of authority granted.
2. I shall keep a full and accurate record of all actions, receipts, and disbursements on behalf of the Principal.

Signature: _________________________
Print Name: _______________
Date:

Include Notary Public Section?

XVI. NOTARY ACKNOWLEDGMENT

State of
County of

On this , before me, , a Notary Public in and for said State, personally appeared the above-named individual(s) who executed the foregoing instrument and acknowledged that they executed the same as their free act and deed.

IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal.

Notary Public Signature: _________________________
Print Name: _______________
My Commission Expires:

(Seal)

PDF Preview

What is a Durable Power of Attorney?

A Durable Power of Attorney is a legal instrument that authorizes a designated agent to act on behalf of a principal regarding financial, legal, or medical matters. This specific type of authorization remains effective even if the principal becomes incapacitated or mentally incompetent, distinguishing it from a standard power of attorney which typically ceases upon incapacitation. Individuals utilize this document as a crucial component of estate planning to ensure their affairs are managed according to their wishes without court intervention.

Legal Requirements for Validity

State laws dictate specific criteria for a Durable Power of Attorney to be legally binding:

Mental Capacity - The principal must be of sound mind and understand the nature of the document at the time of signing.
Written Format - Oral agreements are generally insufficient; the appointment must be committed to writing.
Notarization - Most jurisdictions require the principal's signature to be acknowledged before a notary public to prevent fraud.
Witness Requirements - Many states mandate the presence of one or two disinterested witnesses during the signing process.
Durability Clause - The document must explicitly state that the powers survive the principal's subsequent disability or incapacity.

Scope of Agent Authority

The powers granted to an agent under a durable arrangement can be extensive or restricted based on the principal's preferences. A comprehensive document often permits the agent to manage banking transactions, buy or sell real estate, and handle tax matters. Agents may also possess the authority to manage retirement accounts and apply for government benefits such as Social Security or Medicaid. The principal retains the right to exclude specific powers, such as the ability to make gifts or change beneficiary designations on insurance policies.

Fiduciary Duties and Obligations

An agent acts as a fiduciary and stands in a position of special trust regarding the principal. This role demands acting solely in the principal's best interest while avoiding conflicts of interest and self-dealing. The agent must maintain accurate records of all transactions made on behalf of the principal to ensure transparency and accountability. Commingling the principal's funds with the agent's personal assets is strictly prohibited and can lead to legal penalties or removal.

Termination of Authority

A Durable Power of Attorney does not remain in effect indefinitely and terminates upon the death of the principal. The principal may revoke the document at any time provided they retain the mental capacity to do so. Divorce often automatically terminates the authority of a spouse named as an agent in many jurisdictions. A court may also intervene to revoke the power if evidence suggests the agent is abusing their authority or neglecting their duties.

Relevant Laws and Statutes

Various legal frameworks govern the creation and execution of these documents:

Uniform Power of Attorney Act - Standardizes laws regarding powers of attorney to promote consistency across enacting states (UPOAA § 101 et seq.).
Health Insurance Portability and Accountability Act - Permits covered entities to disclose protected health information to a designated personal representative (45 CFR § 164.502(g)).
Social Security Representative Payee Program - Allows the Social Security Administration to appoint a representative to manage benefits distinct from a power of attorney (42 U.S.C. § 405(j)).
Uniform Health-Care Decisions Act - Provides a comprehensive framework for advance healthcare directives and agent appointments (UHCDA § 1 et seq.).

FAQs

It does not have a standard expiration date unless one is written into the document. The authority typically continues until the principal dies or revokes the instrument.

An agent is generally prohibited from creating, modifying, or revoking a will on behalf of the principal. Testamentary acts are personal and cannot be delegated through a power of attorney.

If a person becomes incapacitated without this document, family members must usually petition a court to appoint a guardian or conservator. This process can be time-consuming and expensive compared to executing a power of attorney.

Most states recognize a power of attorney that was validly executed in another state under the Full Faith and Credit Clause or specific portability statutes. Third parties may sometimes request an opinion of counsel or a fresh document to ensure compliance with local laws.

A standard durable document usually takes effect immediately upon signing. A springing durable power of attorney only becomes effective when the principal is determined to be incapacitated.

The document usually specifies the method for determining incapacity, often requiring certification by one or more licensed physicians. If the document is silent, state law usually provides a default mechanism for this determination.

Do you have a question about a Durable Power of Attorney?

0/1000

This is general information only. Always consult a legal professional for specific advice.

Example questions:

Loading example questions...

Loading recent questions...

No questions have been asked yet.

Be the first to ask a question!

Not the form you're looking for?

Try our legal document generator to create a custom document

Community Discussion

Share your experience and help others

Comments (0)

Name

Your email will not be displayed publicly. It is used for validation purposes only and will never be used to send unwanted emails or sold to third parties.

Comment

Replying to

No comments yet. Be the first to comment!

Legal Notice: Comments are personal opinions and do not constitute legal advice. Always consult a qualified attorney for matters specific to your situation.