Financial Power of Attorney

SKU:

$100.00

Unavailable

per item

Qty

Description

Purpose:

This document allows a California resident to authorize her or his family members, relatives and friends to access such person's financial records and make her or his financial decisions during her or his incapacity.

Buy Now

Documents Included:

Financial Power of Attorney
Signing Instructions

Instructions:

Add this item to your cart. To view the product description, please click the "+" sign next to the "Description" on just above the "ADD TO CART" button above.
After you add the item to your cart, click here to access our Financial Power of Attorney questionnaire. You will be redirected to our secure portal to fill out the questionnaire.
Create an account on the portal to access your questionnaire, or login if you have an account. Note that the portal is managed by our third party vendor, Documate.
If the questionnaire does not show up on your dashboard after you create an account, please click the above link again and it will show up the second time!
Complete the questionnaire and submit it on the portal.
Come back to this website to check out from your cart and remit payment (see the Cart Icon on the top right corner).
We will e-deliver your documents after we receive your completed questionnaire and payment.