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Powers of Attorney (Financial)
Financial Power of Attorney Document Preparation in California
We prepare accurate financial power of attorney documents for individuals throughout California. Authorize a trusted person to manage your finances without paying attorney fees.
What We Do
A financial power of attorney is a critical estate planning document that authorizes a trusted person, known as your agent, to manage your financial affairs on your behalf if you become unable to do so yourself due to illness, injury, or incapacity.
At By The People, we prepare all required financial power of attorney documents for individuals throughout California, accurately and at your specific direction. Having this document in place gives you and your family peace of mind knowing that your finances are in trusted hands if the unexpected happens.
We are not attorneys and cannot provide legal advice. All document preparation services are provided at your specific direction, as permitted under California Business and Professions Code sections 6400 to 6415.
Family Law Services
Who We Help
We assist individuals throughout California who want to designate a trusted person to manage their financial affairs in the event of incapacity. A financial power of attorney is recommended for anyone at any age as part of a complete estate plan, but is particularly important for older adults and those with health concerns.
We serve clients in person from our Ridgecrest office and remotely via phone, video call, and email throughout California, including Kern County, Santa Barbara County, San Luis Obispo County, Los Angeles County, and Ventura County.
What is Included
We prepare all required documents for your California financial power of attorney, based on your specific situation and at your direction.
● Durable Power of Attorney for Finances
The primary document authorizing your designated agent to manage your financial affairs, including banking, investments, real estate, and taxes, on your behalf.
● Springing Power of Attorney
A variation that only takes effect upon a specified event, such as a physician certifying your incapacity, rather than immediately upon signing.
● Revocation of Power of Attorney
A document used to formally cancel an existing power of attorney if your circumstances or wishes change.
What to Expect
What to Expect When Working With Us
During your free consultation, we will review your situation, explain what documents you need, and walk you through the process from start to finish. We will then prepare your documents accurately and efficiently, typically within 3 to 5 business days, and guide you through reviewing and signing them before filing.
Service Areas
Document Preparation Near You
We serve clients throughout California from our Ridgecrest office. Our primary service area is Kern County. We also assist clients remotely across all counties listed below.
Ready to Start Your Power of Attorney Documents?
Schedule your free consultation today. We will explain the process, answer your questions, and prepare your power of attorney documents accurately and efficiently.
Or call us: (760) 382-2481