Designate someone you trust.
Power of Attorney in San Ramon, CA
A durable power of attorney names someone you choose to handle financial matters for you, including if you become incapacitated, which may reduce the need for a court-appointed conservatorship. We prepare the document at your specific direction.
Without a POA, your family may need to ask a court to appoint someone to manage your finances.
Quick Answer
A durable power of attorney names someone you choose to handle your finances, including if you become incapacitated, which may reduce the need for a court conservatorship. Govind Gopal, California Legal Document Assistant in San Ramon, prepares it at your specific direction. Free 30-minute intro call.
What's Included
What a Power of Attorney covers
Names an agent to handle financial matters for you
Durable — can remain effective after you lose capacity
May reduce the need for a court conservatorship
Scope of authority set by you
Can be effective immediately or upon incapacity
Can cover banking, real estate, and other financial matters
Can be revoked while you have capacity
Prepared at your specific direction
Who Needs This
Who needs a power of attorney?
A durable power of attorney for finances is a common estate planning document. Whether one is right for you is a question for a California estate planning attorney. Below is general information.
Aging Parents
A power of attorney names someone the parent chooses to handle financial matters if they cannot.
Frequent Travelers
A power of attorney can allow a trusted person to handle financial matters in your absence.
Business Owners
A power of attorney can give an agent authority over business matters you choose.
Anyone with Financial Accounts
Without a POA, family members may need to ask a court for authority to manage an incapacitated person's finances.
How It Works
The power of attorney process.
Here is how our document preparation process works. Govind prepares the power of attorney you select, following your instructions. He does not give legal advice.
- 01
Free Intro Call
A 30-minute call where Govind explains his document preparation process, the documents he can prepare, and his fees. Questions about which documents are right for you should be directed to a California estate planning attorney.
- 02
Written Agreement & Your Instructions
Before any services begin, you sign the written Legal Document Assistant contract. You tell Govind who you want as your agent and what powers you want to grant.
- 03
Document Preparation
Govind prepares the durable power of attorney from your instructions. You review it and tell him about any changes you want made.
- 04
Signing and Notarization
You sign the document. As a notary public, Govind can notarize your signature.
California Considerations
What California law means for your power of attorney.
General information about powers of attorney in California. This is not legal advice.
- A "durable" power of attorney can remain effective after incapacity — a non-durable POA generally ends.
- California has statutory requirements for signing a power of attorney, including notarization or witnesses.
- An agent generally has a fiduciary duty to act in your best interest.
- A power of attorney can generally be revoked while you have capacity.
Related Services
Other services you may also need.
Common Questions
Clear answers to real questions.
Categories
In general, a non-durable power of attorney ends if you become incapacitated. A durable power of attorney is written to remain in effect after incapacity.
In general, it can take effect immediately, or it can be "springing" — taking effect only upon a stated event such as incapacity. You decide which you want; for advice on which is better for you, consult a California attorney.
Generally, yes. While you have capacity, you can revoke a power of attorney and sign a new one naming a different agent.
Still have questions? Talk to Govind directly.
Every situation is different. A quick call is the fastest way to get a real answer.