General Durable Power of Attorney (Financial): نموذج 2026

Broad financial authority that survives the principal's incapacity, based on the Uniform Power of Attorney Act

الدولة
الولايات المتحدة
الفئة
التوكيلات
تاريخ المراجعة القانونية

املأه في نسخة الويب ↗تنزيل DOCX ↗

يمكن تصفح النماذج دون حساب. أما التعبئة وتنزيل DOCX والحفظ فتتطلب التسجيل.

ما يتضمنه

  • Durable authority that continues after incapacity
  • Subjects of authority incorporated by reference to UPOAA §§ 204–217
  • Separate initials for "hot powers" such as gifts and trusts
  • Successor agent, effective date and revocation
  • Notary acknowledgment and state statutory-form check

الأساس القانوني

  • Uniform Power of Attorney Act (2006) §§ 104, 105, 201, 202, 204–217
  • [State] power of attorney statute (statutory form, if any)

بداية النص

هذه بداية النموذج. تُملأ الحقول بين القوسين المربعين في محرر Legal.

Important: many states adopted the Uniform Power of Attorney Act or have their own statutory form (for example, California, Florida, New York and Texas). If [State] prescribes a statutory form, mandatory warnings or witnesses, use that form or add those elements. A power of attorney does not authorize health-care decisions; use a separate advance directive.

1. Designation of Agent

I, [Principal full legal name], of [Principal address], ("Principal"), appoint [Agent full legal name], of [Agent address], telephone [Agent phone], as my agent ("Agent").

If my Agent dies, becomes incapacitated, resigns, refuses to act or is unavailable, I appoint [Successor agent full name], of [Successor agent address], as my successor agent.

2. Grant of General Authority

I grant my Agent general authority to act for me with respect to the following subjects as defined in the Uniform Power of Attorney Act as adopted in [State] ([State statute citation]). Initial each subject you want to include, or initial "All Preceding Subjects":

Initials

Subject

[Initials]

Real property

[Initials]

Tangible personal property

[Initials]

Stocks and bonds

[Initials]

Commodities and options

[Initials]

Banks and other financial institutions

[Initials]

Operation of an entity or business

[Initials]

Insurance and annuities

[Initials]

Estates, trusts and other beneficial interests

[Initials]

Claims and litigation

[Initials]

Personal and family maintenance

[Initials]

Benefits from governmental programs or civil or military service

[Initials]

Retirement plans

[Initials]

Taxes

[Initials]

All preceding subjects

3. Grant of Specific Authority (optional)

My Agent MAY NOT do any of the following unless I have initialed it here (UPOAA § 201(a)). These powers may dissipate my property or change how it passes at my death:

  • [Initials] Create, amend, revoke or terminate an inter vivos trust
  • [Initials] Make a gift, subject to the limits of the Act and any special instructions below
  • [Initials] Create or change rights of survivorship
  • [Initials] Create or change a beneficiary designation
  • [Initials] Authorize another person to exercise the authority granted under this power of attorney
  • [Initials] Waive my right to be a beneficiary of a joint and survivor annuity, including a survivor benefit under a retirement plan
  • [Initials] Exercise fiduciary powers that I have authority to delegate
  • [Initials] Disclaim or refuse an interest in property, including a power of appointment

4. Limitations and Special Instructions

[Special instructions or limitations, or "none"].

املأه في نسخة الويب ↗تنزيل DOCX ↗

يمكن تصفح النماذج دون حساب. أما التعبئة وتنزيل DOCX والحفظ فتتطلب التسجيل.

نماذج مشابهة

النموذج نقطة بداية وليس استشارة قانونية. راجعه وفق حالتك واستشر محاميًا في الحالات المعقدة.

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