Durable Power of Attorney

An overview discussion to understand the client’s needs, explain the scope of the DPOA, and determine the most appropriate type of DPOA based on the client’s specific circumstances.

Guidance in choosing a trusted individual (or individuals) to act as the agent(s), who will have the authority to make decisions on the client’s behalf. This process includes discussing the responsibilities of the agent and the importance of selecting someone who is both capable and trustworthy.

Preparing a DPOA document that specifies the powers granted to the agent. This includes detailing whether the DPOA is for financial matters, health care decisions, or both, and under what conditions it becomes effective. The document is customized to the client’s wishes, including any limitations or specific powers they want to include or exclude.

Presenting the draft DPOA to the client for review and making any necessary revisions based on their feedback or additional considerations.

Facilitating the proper signing of the DPOA in accordance with state laws, which typically involves the client’s signature, witness signatures, and sometimes notarization.

Some jurisdictions may require the DPOA to be filed or recorded with certain government offices, particularly if it includes real estate transactions. The service includes managing this process if necessary.

Ensuring that copies of the executed DPOA are provided to the appointed agent(s) and possibly other entities such as financial institutions, healthcare providers, or attorneys, as appropriate.

Offering detailed explanations on how the DPOA operates, advising the client and the agent(s) on their rights and responsibilities, and providing advice on when and how the DPOA should be used, as well as discussing circumstances that might necessitate revising or revoking the DPOA in the future.