Naming Someone to Protect Your Assets

A power of attorney is a document in which the principal establishes an agent (“attorney in fact”) to handle the principal’s financial affairs. Depending on the type of power of attorney, the attorney in fact could take care of your finances, take care of your children or make your health care decisions. By establishing a power of attorney, you will have someone you trust to take care of your affairs.

For more than 10 years, clients have been turning to Lauby, Mankin & Lauby LLP, for the answers they need. Our lawyers serve clients throughout Southern California from our offices in Irvine and Riverside. Power of attorney documentation can be difficult, and there are many legal pitfalls and errors into which an inexperienced person can fall. Use our years of experience to make sure you have a well-conceived and thorough estate plan.

Focused on Legal Solutions That Fit Your Needs

We have experience with every step of the power of attorney process, so we can help you:

  • Decide which type of power of attorney will be most beneficial for your situation: Financial power of attorney, health care power of attorney, limited power of attorney for child care purposes, durable or general power of attorney, military power of attorney, etc.
  • Name your attorney in fact: When choosing your attorney in fact, it is crucially important to choose someone trustworthy who knows your values and your approach to financial matters.
  • Name the powers you are giving to the attorney in fact: You can specify exactly what authority your agent will have and what types of financial affairs your attorney in fact will be able to execute on your behalf.
  • Limit the powers you are granting: You can establish a specific expiration date on or limits to the powers you are granting.
  • Revoke older powers of attorney: A new power of attorney does not necessarily nullify an older one. Two conflicting power of attorney documents could cause problems to your estate plan.

Call for a Free Initial Consultation ∙ Southern California Estate Planning Lawyer

Our legal team focuses on getting exactly the results our clients need. Call 888-959-8508 toll free, or contact us online to schedule a free initial consultation with an estate planning lawyer from Lauby, Mankin & Lauby LLP.

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