Why a Power of Attorney Matters
Being married or sharing a bank account does not automatically give another person broad legal authority to handle every financial or legal matter in your name. A Power of Attorney allows you to choose who should have that authority and what powers they should have.
Banking & Bills
Authorize your agent to handle accounts, payments and other financial matters.
Documents & Transactions
Give your agent authority to sign and act for you when needed.
Future Planning
A comprehensive Power of Attorney can be drafted with future planning needs in mind rather than addressing only one account or immediate issue.
A Simple Process
1
Meet by Zoom
We’ll discuss whom you want to appoint, when you want the authority available and the scope of authority you want to provide.
2
Review Your Documents
I'll prepare your Power of Attorney and review the terms with you before signing. If any further decisions need to be made or if more information is needed, I'll follow up directly.
3
Sign
We'll schedule the signing in advance so the process keeps moving. In-home signing and notarization is included in Ocean County.
Straightforward Flat-Fee Pricing
Financial Power of Attorney
$450
Comprehensive Financial Power of Attorney with options designed for future planning needs.
Need the rest of the foundational documents too?
The Core Estate Plan includes a Will, Financial Power of Attorney, Healthcare Proxy and Living Will for
$995 for an individual / $1,595 for a married couple.
Common
Questions
If my spouse is already on my bank account, do I still need a Power of Attorney?
A joint account generally provides access to that particular account. It does not by itself give your spouse broad legal authority to handle every financial or legal matter in your name.
Who should I appoint?
Most people choose someone they trust to act responsibly and follow their wishes. We’ll discuss the role during your consultation.
Will every bank automatically accept my Power of Attorney?
Financial institutions may have their own review procedures or requirements. It can help to think ahead about where accounts are held and what each institution may require.