Choose the person who can handle your money and paperwork if you cannot. Fill in what you can, a little at a time. Your answers save on this device only, and you can export them to Word for your attorney.
Draft, still being reviewed.This tool has not yet been reviewed by an attorney. Use it to prepare and think. Have an attorney review your final documents before you rely on them.
A worksheet is not the legal document.A power of attorney gives someone real power over your money. Have an attorney prepare it, and ask your bank whether it will accept it or wants its own form.
Keep it private.Your answers stay on this device. Don’t enter account numbers or passwords. On a shared computer, press Clear all when you finish.
Clear everything?This erases every answer on this device.