Appointment
Name the primary agent using full legal name and contact details; include successor agents. Specify whether an individual or trust acts as agent and whether co-agents will act jointly or severally to avoid ambiguity.
Provides a clear legal vehicle for appointing an agent to manage property, finances, and health-care choices during incapacity. It reduces the need for probate or guardianship proceedings, preserves the principal's preferences, and allows for orderly continuity of decision-making.
Typical users include Florida residents planning for incapacity, appointed agents needing authority, and attorneys or caregivers preparing or reviewing the form.
As the grantor, you sign to appoint an agent and specify the scope of authority. Your signature, executed according to Florida requirements, sets the effective date and any durability language; inaccuracies or missing acknowledgments can render the instrument ineffective in practice.
As the agent, you act under the authority granted in the document and owe fiduciary duties to the principal. Actions taken must follow expressed limits, record-keeping expectations, and state law; misuse can lead to civil liability or criminal penalties.
Name the primary agent using full legal name and contact details; include successor agents. Specify whether an individual or trust acts as agent and whether co-agents will act jointly or severally to avoid ambiguity.
List specific authorities: manage bank accounts, sign checks, buy/sell real estate, file taxes, access safe deposit boxes, and handle retirement accounts. Use clear limits for durable or limited permissions to reduce disputes.
Include health-care decision authority, consent for medical treatment, organ donation preferences, and life-sustaining treatment choices. If desired, incorporate a living will or declarative instructions for end-of-life care to guide agent decisions.
Address tax filings, benefits, Social Security, pension access, and bill payments. Authorize agent to engage advisors, manage investments, and execute real estate transactions per stated limits.
State that the power survives incapacity by using 'durable' language. Indicate whether the POA is effective immediately or upon physician-determined incapacity and specify the standard for incapacity.
Principal signature, date, two Florida witnesses, and notary acknowledgment are required. Include agent acceptance signature and optional successor agent acknowledgments to streamline institutional acceptance.
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |