08
Power of Attorney
The document a bank will actually accept.
Durable powers, health care surrogates, and the specific authority Florida institutions look for before they will act on it.
Power of attorney
·
Health care surrogate
·
HIPAA
·
Preneed guardian
·
Tampa
·
Serving Florida since 2015
·
Power of attorney
·
Health care surrogate
·
HIPAA
·
Preneed guardian
·
Tampa
·
Serving Florida since 2015
·
Power of attorney
·
Health care surrogate
·
HIPAA
·
Preneed guardian
·
Tampa
·
Serving Florida since 2015
·
Power of attorney
·
Health care surrogate
·
HIPAA
·
Preneed guardian
·
Tampa
·
Serving Florida since 2015
·
What this covers
Authority, granted narrowly or broadly.
Florida law requires that certain powers be stated specifically and initialed separately. A generic form downloaded from the internet is where most rejections come from. We draft to what banks, hospitals, and title companies require.
01
Durable power of attorney
Financial authority effective immediately, with the specific powers spelled out.
02
Health care surrogate
Who makes medical decisions, and when their authority begins.
03
Living will
Your instructions on life-prolonging measures, in writing.
04
HIPAA authorization
Access to records, so the person deciding has the information.
05
Preneed guardian
Naming in advance who a court should appoint if it ever comes to that.
06
Revocations
Ending an old power cleanly and notifying the institutions holding it.
How we help
Two meetings, signed and usable.
01
Scope
We go through which powers you want granted and which you do not.
02
Draft
Documents prepared with the statutory language institutions require.
03
Signing
Executed with the witnesses and notarization Florida requires.
04
Delivery
Copies to the people who need them, originals kept where you decide.
Most document sets are ready within (ART TO CONFIRM WITH AARON) of the first meeting.
COMMON QUESTIONS
Questions we hear first.
If yours is not here, call the office. Someone who works on these matters will answer.
Why was my power of attorney rejected?
Usually because the specific power being exercised was not enumerated, or the document predates the current statute. Both are fixable while capacity remains.
Does a power of attorney survive death?
No. It ends at death. From that point the will, the trust, or probate governs.
Can I limit what my agent can do?
Yes. Powers can be narrowed to a single transaction or account.
Do I need both a surrogate and a living will?
They do different jobs. One names a decision maker, the other states your wishes. Most plans include both.
Who handles the file
The documents group.
Jason Risberg, Esq.
Estate and Trust Planning Attorney
Sofia Herrera, Esq.
Associate Attorney
Aaron W. Saoud, Esq.
Founder and CEO
Leah Emerson
Estate Planning Paralegal
Next step
Sign it while it is still possible.
These documents can only be created while the person has capacity.