Durability
State whether authority survives the principal's incapacity. Use the phrase 'durable' or equivalent language to ensure post-incapacity effectiveness.
A well-drafted Legal EPA Agreement reduces uncertainty about who may act for a principal, limits disputes, and preserves continuity for finances and healthcare decisions. Proper execution and clear scope minimize court involvement and support compliance with state notarization and witness rules.
Common participants include the principal granting authority, the appointed agent (attorney-in-fact), drafting attorneys, and witnesses or a notary when required by state law.
Execution requirements vary by jurisdiction; confirm witness and notary expectations before finalizing to ensure enforceability.
The person granting authority. The principal must have capacity at signing and should sign exactly as their legal name appears on identification; mismatched names can complicate recognition.
The designated attorney-in-fact who accepts authority. The agent should sign any acceptance language required by the document and provide identification when presenting the EPA to third parties.
State whether authority survives the principal's incapacity. Use the phrase 'durable' or equivalent language to ensure post-incapacity effectiveness.
List specific authorities (financial, property, tax, healthcare) and any explicit exclusions to avoid ambiguous or overly broad agent powers.
Specify whether the EPA is effective immediately or upon a triggering event such as incapacitation; define the triggering procedure and any required certifications.
Define how the principal may revoke the EPA, how the agent should confirm revocation, and how third parties are to be notified.
Identify notarization and witness requirements for the governing state; where required, include witness signature blocks and notarial acknowledgment language.
Add clauses directing banks, healthcare providers, and government agencies how to confirm authority and specifying reliance protections for third parties.
| Field | Configuration |
|---|---|
| Authentication | Email + SMS code; use KBA where required |
| Signer Order | Principal first, then witnesses, then notary |
| Notary Support | Enable RON or in-person notarization options |
| Retention | Store signed PDF + audit trail securely |
Ensure the chosen eSignature platform supports required formats, authentication levels, and integrations used by your organization.
Verify the platform offers audit trails, secure storage, and any compliance add-ons (BAA, 21 CFR Part 11) required by your use case.
Provide W-9 on payer request; no fixed deadline
Retain I-9 three years after hire or one year after termination
1099-NEC due to recipient and IRS by Jan 31
RON audio/video retention commonly 5–10 years
Deliver executed copies promptly to institutions
All parties review final language and powers
Principal, witnesses, and agent sign in required order
Notary acknowledgment or RON session completes authentication
Provide certified copies and archive original securely
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (plan-dependent) | Yes (plan-dependent) | Yes (plan-dependent) | Yes (plan-dependent) | Yes (plan-dependent) |
| 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 |
A small investment firm needed remote signing for client authorizations
A property manager required agent authority to complete transactions while traveling