General Durable Power of Attorney (Financial): образец 2026

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

Страна: США
Категория: Доверенности
Сверено с законом: 15 ноября 2026 г.

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Что внутри

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

Нормы права

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

Начало текста

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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"].