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Complex Banking Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to handle banking activities and perform limited financial transactions.
The Principal can change their mind by revoking the powers granted to the Agent at any time.
The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions.
This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney.
The book consists of (01) one Complex Power of Attorney (Banking), (16) sixteen Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional safety features.
On the "Download Form Files" page are active URL links so that the Purchaser or User can download the above mention documents and forms in the following digital formats ( PDF, DOCX, DOC, and ODT ).
Best for long-term (greater than five years) use, preferably with multiple Agents to reflect the changing realities of life with optional safety features that create additional administrative burdens but with some checks and balances on the Agent's power.
Power of Attorney:
Complex Banking Power of Attorney
Supporting Documents:
Acknowledgment of Appointment by Agent
Acknowledgment of Resignation by Agent
Affidavit of Full Force and Effect
Delegation of Agent's Power
Revocation of Delegate by Agent
Co-Agent Power-Sharing Agreement
Revocation in Whole
Revocation in Part(s)
Revocation of Agent
Revocation of Delegate by Principal
Acknowledgment of Appointment by Protector
Acknowledgment of Resignation by Protector
Revocation of Agent by Protector
Revocation of Delegate by Protector
Acknowledgment of Appointment by Delegate
Acknowledgment of Resignation by Delegate
Miscellaneous Forms:
Statement of Wishes
Personal Information Worksheet
Notification / Contact List
Personal Documents Locator
Legal Documents Locator
Recommended Forms:
Affidavit of Principal's Health State
Assets & Liabilities Worksheet
Appendix:
Appendix A: Insurance Suggestions & Resource Guide
Appendix B: Directions for Prudent & Safe Investing
Appendix C: Attorney Suggestions & Resource Guide
Appendix D: Steps for Credit Repair & Statute of Limitations
These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form.
The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.
