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Powers of Attorney Allow for Your Medical and Financial Decisions

Santa Ana estate lawyers help you name people you trust to act on your behalf

Invictus Law, P.C., with offices in Ontario and Santa Ana, California, helps you execute medical and financial decisions in the event that you become unable to make these decisions for yourself. We serve the communities of Riverside, San Bernardino and Orange counties, including Orange and Irvine. We help you find the legal resolutions you need and provide you with the attention you deserve.

Providing advice and guidance for powers of attorney

A power of attorney is a critical element of an estate plan. Along with trusts and advance directives, powers of attorney are legal documents that are either witnessed by a notary public or signed by at least two qualified witnesses. In these documents, you name someone you trust as your agent to act on your behalf. You can also designate the types of activities your agent can perform for you, including property administration and personal care.

Powers of attorney are not limited to situations in which you are incapacitated. These instruments can also serve you, for example, if you plan to be out of the country and need someone to handle your affairs while you are away. In general, you can designate an agent to:

  • Pay your bills
  • Deposit or withdraw funds
  • Trade stocks and bonds
  • Buy or sell property
  • File your tax returns
  • Negotiate and sign contracts
  • Arrange for benefits, such as Supplemental Security Income and Medi-Cal

Several types of powers of attorney are available. It is in your best interests to include powers of attorney in your estate plan. Our legal team reviews your individual situation and recommends a power of attorney to suit your needs.

A general financial power of attorney grants full legal authority

A general financial power of attorney grants your agent full legal authority to act on your behalf. It ends with your incapacitation or when you change the document to become durable.

A durable financial power of attorney places no time restrictions

A durable financial power of attorney places no restrictions on its time period, even after you die. You designate someone you trust as the attorney-in-fact, and the power of attorney goes into effect upon your incapacitation.

A limited power of attorney restricts authority

This special kind of power of attorney, also called a special purpose power of attorney, restricts the decision-making and transactional authority to specific actions and time frames.

A healthcare power of attorney enables medical decisions on your behalf

By California law, an individual has the right to control decisions regarding healthcare, including whether to have life-sustaining treatment administered, withheld or withdrawn. When combined with a living will, a durable power of attorney forms an advance healthcare directive, subject to and governed by California probate code. An advance directive is a crucial element of your estate plan.

Make sure that you’re in good hands in the event of your incapacitation

Invictus Law, P.C. helps you designate trusted persons to handle your financial and healthcare affairs when you become unable to make your own decisions. Learn about your options in a free initial consultation. Call us at (949) 287-5711 or contact us online to schedule an appointment at either our Santa Ana or Ontario, California office.

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