- Durable Statutory Financial Power of Attorney Form (Download)
Sign and notarize this form as soon as it’s done!
In this document, my mom named me as her agent and granted general authority. She also designated Successor Agents, in case I was unable or unwilling to act for her.
It’s fairly self-explanatory, and hers was easy because she just initialed next to “All preceding subjects,” so I’m able to present this document to anyone who needs verification as I’m acting on her behalf.
- Schedule of Personal Assets & Finances, with contact information for financial advisor, if applicable (Download)
This isn’t as complicated as it sounds. Here’s a breakdown of what was included in my mom’s:
- Bulleted list of assets with significant value: home(s), vehicle(s), bank accounts, furniture (my mom included her piano), electronics, art, etc.
**Make notes of the location for items that may not be easy to find (i.e., deed to the home). - Life Insurance Policies/Financial Assets
- List of Current Creditors
- Instructions for bills
- Additional Information
I mentioned the “Additional Information” section in the first “San’s Envelope” post. In my mom’s, she listed the following:
- Key to Safe is… [Include the address as well]
- Phone Unlock:
- Keeper App Master Code:
- Bulleted list of assets with significant value: home(s), vehicle(s), bank accounts, furniture (my mom included her piano), electronics, art, etc.