Power of Attorney (Financial)
Appoint an agent to handle your money, property, banking, investments, business, taxes and benefits — durable or springing, general or limited, with co-agents and successors, express authority for gifts, trusts and beneficiary changes, an agent's acceptance page, and your state's witness, notary, notice and recording rules built in.
View largerSample first page of the Power of Attorney (Financial). Your answers fill in the blanks; the clauses required in your state are added automatically.
- Word
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Compare Power of Attorney (Financial) rules in all 50 states
Key statutory numbers side by side. Click a column header to sort, or type to find your state — each state name opens the state-specific generator.
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No state matches — try the two-letter code.
Values are shortened; open the state page for the full rule and its citation.
What this document covers
- Principal, agent, co-agents and successor agents
- Durable or non-durable authority
- Effective immediately or on incapacity, with physician certification
- General authority or only the subject areas you pick
- Thirteen subject areas drafted in full
- Express grants for gifts, trusts, beneficiary and survivorship changes
- Annual gift limit and permitted recipients
- Agent's duties, standard of care and record-keeping
- Compensation, reimbursement and accounting
- Third-party reliance and hold-harmless clause
- Revocation of prior powers of attorney
- Signature block with your state's witness and notary rules
- Agent's Certification and Acceptance page
- Statutory notice pages where your state prescribes them
How to use this Power of Attorney (Financial) in US
Start with the people: your full legal name as it appears on your accounts and deeds, one agent you would trust with a blank check, and at least one successor agent. Decide whether the power of attorney is general — every subject area at once — or limited to the areas you tick. Then handle the sensitive powers separately: gifts, trusts, beneficiary and survivorship changes, delegation and disclaimers reach your agent only if you grant them expressly, with an annual gift limit and a list of permitted recipients. your state publishes a statutory form at Tex. Est. Code § 752.051, and a document that substantially conforms to it is accepted.
Choose durable so the authority survives your incapacity, and decide when it starts. At signing, sign before a notary (Tex. Est. Code § 751.0021). Keep the Agent's Certification and Acceptance page with the document, give a copy to each bank and broker now rather than in a crisis, and remember that this document does not cover medical decisions: for those your state uses the Medical Power of Attorney (Tex. Health & Safety Code § 166.164). Record it in the county land records if your agent will sign anything affecting real estate (Tex. Est. Code § 751.001 et seq.).
Other names
- power of attorney
- financial power of attorney
- durable power of attorney
- general power of attorney
- limited power of attorney
- POA form
- statutory power of attorney
- springing power of attorney
- attorney-in-fact form
- agent authorization form
Related documents
Blank Power of Attorney (Financial) forms by state
free, no account · PDF + Word
Choose your state ▾
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
FormsByState provides self-help document templates and general information, not legal advice. We are not a law firm. For advice about your situation consult a licensed attorney in your state.