Grant Clause
Clearly state the authority being delegated and any explicit limitations, such as whether the agent may sign documents, vote, or execute settlements.
A precise proxy reduces ambiguity about authority, protects principals and agents from liability, and creates an auditable record of delegated powers under ESIGN and applicable state law.
Legal proxies are used by individuals, corporate officers, trustees, and organizations to delegate specific tasks without transferring full authority.
Use a tailored proxy to match the legal context, whether corporate, estate, real estate, or one-off transactional needs.
A corporate secretary often prepares and circulates shareholder proxies, confirms quorum and voting procedures, and certifies that proxies comply with corporate bylaws, state corporate code, and any applicable SEC rules.
An individual principal signs to delegate specified powers to an agent; accuracy in name, capacity, and scope is crucial because errors can void the proxy or trigger fiduciary liability.
Clearly state the authority being delegated and any explicit limitations, such as whether the agent may sign documents, vote, or execute settlements.
Specify the types of actions authorized (e.g., voting at a shareholder meeting, executing a conveyance) and whether the authority is general or narrowly confined to a transaction.
Include an effective date and expiration or an event-based termination condition to avoid indefinite delegations that complicate later disputes.
Provide space for the principal’s signature, printed name, title or capacity, date, and signature method (electronic or handwritten).
State whether notarization or witness signatures are required per governing state law, and include the notary acknowledgement area if needed.
Describe how the principal can revoke the proxy and whether revocation requires written notice to the agent and third parties.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or ID verification as required |
| Signature Type | Choose e-signature, drawn signature, or digital certificate |
| Routing Order | Sequential or parallel signer order |
| Notarization | Enable RON session or schedule in-person notarization |
Select a platform that supports the authentication and storage requirements you need for legal proxies.
Ensure the platform can produce an audit trail and tamper-evident PDF and that it supports any required notarization workflow.
Determines when delegated powers begin and interacts with notice periods.
Shareholder proxies often must be received before meeting start times.
RON session recordings or notary journals may have multi-year retention requirements.
Allow time to deliver written revocation to agent and third parties.
Update corporate records promptly after execution to avoid disputes.
Document text finalized and reviewed by counsel or corporate officer.
Principal signs in presence of required witness or notary.
Platform captures audit trail or notary records are appended.
Signed copies sent to agent and relevant third parties.
A public company distributes proxies for a scheduled annual meeting to allow remote voting by designees.
An individual grants a limited proxy to a closing agent for a single real estate conveyance.
| 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 credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |