General Durable Power of Attorney (Financial)：2026 模板

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":

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"].