General Power Of Attorney Questionnaire Template printable pdf download

GENERAL POWER OF ATTORNEY QUESTIONNAIRE

ATTORNEY WORK PRODUCT/ ATTORNEY-CLIENT PRIVILEGED INFORMATION

Full Legal Name: __________________________________________________________________________________

Address: ________________________________________________________________________________________

City: _________________________________ State: ___________________ ZIP:

________________________

Cell: _______________________________ Other: ________________________ Fax: _______________________

E-Mail: _____________________________________ DOB:

_____________________________________

The General Power of Attorney lets you choose an agent and an alternate agent to make financial decisions for you. A

General Regular Power of Attorney has a beginning and end date, but may still be revoked in writing at any time before

the expiration date for no reason or for cause. A General Durable Power of Attorney has a beginning date and ends upon

your death, but may still be revoked in writing at any time before your death for no reason or for cause. Your General

Durable Power of Attorney will continue in the event of incapacity. It is a present power of attorney, which may be used

even before incapacity, just for convenience. A power of attorney is invoked by the delivery of the written document itself.

In other words, a person named under a power of attorney has no authority unless he or she possesses the paper upon

which it is written. You may limit the authority you grant as much as you desire. e.g. You may have a General Regular

Power of Attorney for one week that is limited to opening a savings account at a particular institution on your behalf. I am

not recommending any particular choices in this questionnaire. Before answering these questions, you should think about

your agent and alternate agent (if any) choices. You should likewise consider what financial decisions you want and/or do

not want to authorize your agent to make on your behalf and if you want a time frame specified in the General Power of

Attorney. Your agent is under a fiduciary duty to act in good faith on your behalf. If you have any questions regarding

these questions, please talk to your financial planner about what the terms mean or leave the question blank and we will

discuss the item further. Otherwise, please indicate your desires in this questionnaire and return it so that your General

Power of Attorney can be drafted for your review.

Type of General Power of Attorney that You Would Like (Initial one):

________

General Regular Power of Attorney:

Effective Date: __________________________

Expiration Date: _________________________

________

General Durable Power of Attorney:

Effective Date: __________________________

General Power Of Attorney Questionnaire Template