Financial Family Protection -> Financial Power of Attorney

  • This will enable someone to manage your finances if you are unable
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Progress

I've had the conversation with my attorney (agent)

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I've completed the legal agreement

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Key Takeaways

  • Get a 'durable' Power of Attorney
  • Make sure your agent understands their responsibilities
  • Consider a 'convenience account' for routine expenses

Resources

  • Link to our partner provider US Legal Wills, to draft a Power of Attorney

US Government approved guide for your attorney

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