Create a Financial Power of Attorney to Protect Your Family
Control who will make your financial decisions if you can’t.
Protect your choices with a Power of Attorney
Control who will make your financial decisions if you can’t.
Your Gentreo Plan Includes a Power of Attorney
$
150
for the first year $50 a year thereafter
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All Your Documents for One Price
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Complete Estate Planning Tools
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Store and Share from a Secure Digital Vault
Do you need a Power of Attorney?
Make sure someone you trust has the power to help if you need it.
Your Power of Attorney lets you designate who will make financial decisions on your behalf if you can’t.
Our estate planning service gives you what you need to protect the ones you love.
Simple to create
We guide you through each step so you can customize a full and complete financial power of attorney form, including the ability to create a durable power or limited power as needed.
Securely shared
Decide who should have access to your Power of Attorney. Then, share it easily and safely.
Instantly accessible
Access your Power of Attorney instantly from anywhere if you or your loved ones need it.
I was able to plan my future and my family’s future easily and at a fraction of the cost.
Colleen S.
Legally binding, always up to date.
- Gentreo was created by experienced attorneys.
- As life and the law changes, Gentreo helps you navigate those changes.
- You can make changes whenever you need to.
Learn More About Creating a Power of Attorney
Estate planning can be overwhelming, but it doesn’t have to be. Find answers to common questions about different types of power of attorney and planning for your future here.
A Power of Attorney lets you appoint a trusted person to act for you on financial or legal matters if you’re unavailable or unable to act. It helps keep bills paid, accounts managed, and decisions timely without court delays.
If you do not have this document and become incapacitated, your loved ones will have to seek court orders to manage your assets and pay your bills. You inflict both an emotional burden and legal costs and fees on loved ones during a time when they are already worried about you.
Examples of what a Power of Attorney can do are pay bills, file taxes and manage property. It depends on how your Power of Attorney is written.
There are two main types of Powers of Attorney, known as financial and medical. The medical Power of Attorney is commonly known as a Health Care Proxy, which will allow the agent to make the decisions related to the care and treatment of the person. A financial Power of Attorney will enable the agent to make financial decisions on the person's behalf.
You are free to appoint a single person to be the agent and make both financial and medical decisions on your behalf.
With a financial Power of Attorney, you should consider who will file the taxes on your behalf, make decisions related to your investments, pay and collect your debts, maintain your property, and apply for public benefits on your behalf.
Durable stays effective if you become incapacitated. Non-durable ends if you’re incapacitated. Springing becomes effective only after a defined trigger, such as a doctor’s certification.
A financial POA handles money and property. Health care decisions are handled by a separate Health Care Proxy or Medical Power of Attorney. Many people create both.
Pick someone responsible, organized, and trustworthy who understands your wishes and can communicate well with family and institutions. Proximity and availability matter.
Yes. You can name co-agents to act together or separately, and you can name successor agents who step in if the primary agent cannot serve.
It can be effective immediately or only upon a specific trigger (springing). The option you choose should reflect your comfort level and planning goals.
You can grant broad or limited powers, such as handling bank accounts, paying bills, managing real estate, filing taxes, or dealing with insurance. You decide the scope in the document.
Save the signed document in a secure digital vault and share view-only access with your agent and backups so they can act quickly in an emergency. Keep printed copies where needed.
A durable power of attorney is a legal document that allows your agent to make decisions on your behalf even if you become mentally or physically incapacitated
A power of attorney form can be obtained from online legal services, lawyers, or estate planning platforms. Gentreo provides a customizable, legally binding form that covers financial and medical powers.
A standard power of attorney may end if you become incapacitated, while a durable power of attorney remains effective, giving your agent authority to act even if you are unable to make decisions.