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.

Attached to this E-Book (PDF) are 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 Agents power.

Key Details:
Names Multiple Agent with successors Agent
Variable Effective Date
Variable Expiration Date
Built-In Safety Features
Sprinkling Powers

Options:
Durability Provisions
Springing Powers
Agent Co-Power Sharing
Protector Provision
Delegate Provision
Security Footer Settings

Features:
Flexible / Modular
In-Depth / Detail
Options / Choices
Easy to use / Intuitive

Digital Formats:
PDF
DOCX
DOC
ODT