General Durable Power of Attorney (Financial) — 2026 template
Broad financial authority that survives the principal's incapacity, based on the Uniform Power of Attorney Act
- Country
- United States
- Category
- Powers of attorney
- Checked against the law
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What's inside
- 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
Legal basis
- Uniform Power of Attorney Act (2006) §§ 104, 105, 201, 202, 204–217
- [State] power of attorney statute (statutory form, if any)
Start of the text
This is the beginning of the template. Fields in square brackets are filled in the Legal editor.
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"].
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