What durable means
An ordinary power of attorney ends the moment you lose capacity. A durable one survives it. Since incapacity is the exact scenario you are planning for, durable is the version that matters.
Individual documents
Durable Power of Attorney
Give someone you trust the legal authority to manage important financial matters if you are unavailable or unable to act. Names an agent to handle financial, property, banking, business, tax and legal matters, and stays effective after incapacity, which is the whole point of the word durable.
Names the person who can handle your financial assets and property when you are unable to do so.
$200single
$240married
Married pricing covers both spouses: two full sets of documents, for less than two single plans.
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What your agent can do
The scope is yours to set. Typically it covers:
- Banking: deposits, transfers, paying your bills
- Real property: mortgage, refinance, sale where you authorize it
- Business interests and contracts
- Tax filings and dealings with the IRS
- Insurance, benefits and legal claims
Without it
Your family petitions a court for guardianship. That means filings, hearings, a public record, court supervision, and often months before anyone can pay your mortgage.
How you get it done
You answer plain-English questions online, at whatever hour suits you. Your documents are assembled from templates a Florida estate planning attorney wrote and keeps current. Then you sign, with witnessing and notarization handled online where Florida law allows it, and your documents are stored where your family can find them. If you want an attorney to look at your plan or handle it for you, that is available separately.
What's included
- Durable Financial Power of Attorney drafted to Florida requirements
- Agent and successor agent named
- Powers scoped to what you actually want delegated
- Attorney-written Florida templates
What it does not cover
- Healthcare decisions: that is the Healthcare POA
- Authority after death: the document ends when you do
- Anything you specifically exclude
Is this you?
If none of these quite fit, that is worth a conversation rather than a guess.
- Seniors, and anyone who is hospitalized or homebound
- Military members and frequent travelers who need someone able to act while they are away
- Young adults setting up their first documents
- Anyone with a mortgage, a business or accounts in their sole name
- Couples who keep separate finances
Financial POA, answered.
More general questions live on the questions page.
When does it take effect?
In Florida a durable power of attorney is generally effective when signed, rather than waiting on a doctor's declaration. We will walk you through what that means before you choose an agent.
Can I name more than one agent?
You can name successors, and in some cases co-agents. Naming two people who must agree can also stall things, which is worth a conversation.
Does it work after I die?
No. It ends at death, and your will and personal representative take over from there.
Ready when you are.
Start now if you know what you need, or answer a few questions and we'll point you at the right plan. Nothing here locks you into anything.
You'll continue on our secure document system to build your plan.
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