Medical and Financial POA templates
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Note that not all forms have all the above document types available. Those that are available are included.
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**Note the signature requirements at the end of each POA description. For a notary public, all involved parties must appear in person at the signing.**
Medical Power of Attorney. Also known as Health Care Representative Agreement, or more commonly as a Healthcare POA or healthcare proxy, this document gives your loved one the ability to appoint someone to make medical care decisions if they are unconscious, incapacitated, or mentally incompetent. The appointed person will be able to access medical records, speak to healthcare professionals, and make healthcare judgments and medical decisions based on your loved one’s treatment (or non-treatment) preferences. A Medical POA is a crucial component of advance care planning, allowing your loved one to ensure that their healthcare preferences are honored. It is important that the person selected be willing to advocate – even against opposition from others – for your loved one’s healthcare wishes. Requires two (2) witnesses OR a notary public.
Living Will or Advance Directive. Also known as Form 55316, is a legal document that outlines your loved one’s preferences for medical treatment and end-of-life care. It addresses issues such as life-sustaining treatments, resuscitation, and organ donation. The purpose is to guide healthcare providers and family members in making decisions that align with the individual's values and wishes for medical care, especially in the case that they become unable to communicate or make decisions. Requires two (2) witnesses OR a notary public.
Durable (Financial) Power of Attorney. Grants someone else the authority to act on your loved one’s behalf in financial and legal matters. The term "durable" means that the POA remains valid even if your loved one becomes incapacitated or mentally incompetent. A Durable POA ensures that someone can manage your loved one’s affairs in such circumstances. It's important to carefully consider and clearly articulate the powers granted and to select someone capable of handling the specified responsibilities. Requires two (2) witnesses OR a notary public.
General (Financial) Power of Attorney. Grants someone else the authority to make financial decisions and manage financial affairs on behalf of your loved one. This document is typically used for a broad range of financial matters, and the powers granted can be extensive. Typically, this document is non-durable, meaning that the powers granted terminate if your loved one becomes incapacitated or mentally incompetent. (For powers to remain intact in these circumstances, a durability clause must be included or a Durable POA as above should be used instead.) It's essential to carefully consider and clearly articulate the powers being granted and to select someone trustworthy to handle financial affairs. The document provides flexibility for a broad range of financial matters, making it a powerful tool. Requires two (2) witnesses OR a notary public.
Limited Power of Attorney. Grants someone else specific and restricted authority to act on behalf of your loved one; to perform a specific task or act for a specific time period. Unlike a General POA, a limited power of attorney narrows the scope of authority, therefore it is important that the task and/or timeframe is carefully and clearly defined so as not to be interpreted more broadly or misunderstood. Limited powers of attorney are useful when your loved one needs assistance with specific tasks but does not want to grant broad authority. Requires two (2) witnesses OR a notary public.