PDF - Complex Financial Power of Attorney

Download or read book PDF - Complex Financial Power of Attorney written by Paul M. Paquette and published by Paquette Publications. This book was released on 2018-01-01 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: File Type: PDF 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. 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. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Complex Power of Attorney (Financial), (16) sixteen Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. 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. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. If the E-Book (PDF) is able to be downloaded as an independent file, then the above-mentioned documents and forms are attached to the E-Book (PDF). Thus, giving you the ability alter, edit, fill out, and print these documents and forms in a professional manner. Best 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. Key Details: • Names Multiple Agent with successor’s Agent • Variable Effective Date • Variable Expiration Date • Built-In Safety Features • Sprinkling Powers Options: • Durability Provisions • Springing Powers • Agent Co-Power Sharing • Protector Provision • Delegate Provision • Security Footer Settings Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT 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.