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Power of Attorney

Durable Power of Attorney for Financial Matters

Implementing a power of attorney for important financial decisions will help protect your interests in the face of unexpected events, such as a mental or physical incapacity, whether short or long term. The Durable Power of Attorney for Finances will allow your chosen agent to make financial decisions on your behalf if you become incapacitated, or are unable for any reason to manage your financial affairs.

Pleasanton Estate Planning Law Office

Woman and Man crunching the costsOur attorneys can draft the Durable Power of Attorney for Finances document for you. This will allow any agent, usually a family member, trusted friend, or advisor you nominate, to do things such as:

  • manage your bank accounts
  • pay your bills
  • deal with government agencies
  • file your taxes
  • ensure that your medical premiums are paid and up to date

When you have a living trust, these powers are also given to the trustee to make decisions for you if you are incapacitated. Protecting your interests in the face of unexpected events is what a successful estate plan must accomplish.

For information about Power of Attorney for Healthcare click here.

 
 
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Daniela Lungu

Law Offices of Daniela Lungu
4695 Chabot Drive, Suite 200
Pleasanton, CA 94588

Phone: (925) 558-2710
Fax: (925) 558-2701

 

 


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