A Power Of Attorney (POA) Is An Important Legal Document

16/09/2024 2 min
A Power Of Attorney (POA) Is An Important Legal Document

Listen "A Power Of Attorney (POA) Is An Important Legal Document"

Episode Synopsis

Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com A power of attorney (POA) is an important legal document that gives someone authority to make financial or medical decisions on your behalf, but many people aren’t sure where it should be kept or if it needs to be filed with a government agency. The answer is no, a power of attorney does not need to be filed with any government office. Instead, it should be kept in a safe, accessible place where your designated agent and family members can easily find it if needed. You might also want to provide copies to your agent and anyone else involved in your estate plan so they know where to find it. This ensures the document is ready to be used when needed without any unnecessary delays. If you’re in California and need help setting up a power of attorney as part of your estate plan, click the link in my bio to learn more or schedule a consultation.

More episodes of the podcast Passing It On: Estate Planning for Families