Financial Power of Attorney
Names an agent to handle bank accounts, bills, investments, and taxes if you become incapacitated — the financial half of your 'while you're alive' protections.
Why you need one
Financial protection
Lets someone you trust pay your bills, manage accounts, and handle taxes if you can't.
Statutory form
9 states have specific forms. We match yours and include the required notary block.
Choose when it starts
Effective immediately or only when your doctor certifies incapacity — your call.
Springing or immediate
Springing POAs protect you until you need them. Immediate POAs give instant access.
How it works
Answer a few questions
Takes about 10 minutes. Progress is saved as you go.
Pay a flat fee
Stripe checkout — cards + Apple Pay + Google Pay accepted.
Our expert team drafts it
State-specific, reviewed by an expert or partner attorney. 2 business days.
Download + sign
Delivered to your /account dashboard. Sign digitally or print + notarize.
What's in your document
- Agent designation
- Alternate agent
- 15 categories of authority
- Effective date provisions
- Revocation clause
- Notary acknowledgment
Make it legal — after you receive it
Sign and notarize
Most states require notarization. Some require witnesses too — we'll include the correct block.
Give copies to your agent
Your agent needs a copy to present to banks and institutions.
Store securely
Keep the original in a fireproof safe or with your attorney. Don't leave it in a safe deposit box only you can access.
Pairs well with
This is not legal advice. We draft legal documents and our team includes licensed experts who review each one, but we are not your law firm and nothing we deliver constitutes legal advice for your specific matter. Read our full disclaimer.
Competitor pricing checked against Rocket Lawyer and LegalZoom public pricing; excludes fees and may change. See our price sources for capture dates.
- State-specific — every state's format supported
- Delivered to your /account dashboard within 2 business days
- CPA + attorney review before delivery
- Free amendments for 30 days