Description: 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. 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.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.Design 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.The Book consist of Educational Material, step-by-step Instructions, and one (01) Power of Attorney (POA), sixteen (16) Supporting Documents, five (05) Miscellaneous Forms, two (02) Recommended Forms, and four (04) Appendix. This book contains easy instructions and detailed information to help carry out your power of attorney.This Book includes online access to the following Digital Version ( PDF, DOCX, DOC, and ODT ) of the Power of Attorney, documents, and forms. Thus allowing you the ability to alter, edit, fill, and print this Power of Attorney, documents, and forms in a professional manner. Preview this book in advance online if you have any questions.Design for use in the USA. Power of Attorney:Complex Financial Power of Attorney Supporting Documents:Acknowledgment of Appointment by AgentAcknowledgment of Resignation by AgentAffidavit of Full Force and EffectDelegation of Agent's PowerRevocation of Delegate by AgentCo-Agent Power-Sharing AgreementRevocation in WholeRevocation in Part(s)Revocation of AgentRevocation of Delegate by PrincipalAcknowledgment of Appointment by ProtectorAcknowledgment of Resignation by ProtectorRevocation of Agent by ProtectorRevocation of Delegate by ProtectorAcknowledgment of Appointment by DelegateAcknowledgment of Resignation by DelegateMiscellaneous Forms:Statement of WishesPersonal Information WorksheetNotification / Contact ListPersonal Documents LocatorLegal Documents Locator Recommended Forms:Affidavit of Principal's Health StateAssets & Liabilities Worksheet Appendix:Appendix A: Insurance Suggestions & Resource GuideAppendix B: Directions for Prudent & Safe InvestingAppendix C: Attorney Suggestions & Resource GuideAppendix 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. Digital Version - Ebook ( PDF ):Due to Ebay's Electronic Delivery Policy the Author is unable to offer an digital version Ebook ( PDF ) of this book for sale on Ebay. Print on Demand:This Paperback is Manufacture and Distributed either by Amazon or LULU Mailing through Amazon or LULU using USPS (Services Carrier May Vary): Mail | Trackable 10 to 14 business days PO box delivery allowedPriority Mail | Trackable 8 to 12 business days PO box delivery allowed
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Location: Auburn, Kentucky
End Time: 2024-10-18T13:54:49.000Z
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Book Title: Complex Financial Power of Attorney
Book Series: Estate Planning Series - Full Version
Item Length: 8.5 in
Original Language: English
Personalize: No
Format: Paperback
Language: English
Item Height: 11 in
Personalized: No
Features: Unabridged
Topic: Agents, Enduring Power of Attorney, Estate Planning, Lasting Power of Attorney, Legal, Legal Documents, Legal Education, Legal Estate Planning, Legal Forms, Legal Self-Help, POA, Power of Attorney, Practical Guide, Principal, DPOA, Delegate, Protector, Durable POA, Finance, Financial, Banking, Investing
Item Width: 0.5 in
Signed: No
Ex Libris: No
Narrative Type: Nonfiction
Publisher: Paquette Publications
Intended Audience: Adults
Inscribed: No
Edition: First Edition
Publication Year: 2018
Type: Text Book
Author: Paul Paquette
Genre: Law
Country/Region of Manufacture: United States
Item Weight: 20 oz
Number of Pages: 214
Personalization Instructions: Print on Demand - Manufacture and Distributed by either Amazon or LULU.
