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Power of Attorney Agent Order

Your power of attorney should be someone that you trust completely to help manage your finances if you are incapacitated, and is willing to do that function for you.   

 

If you are worried about fraud, some people will pick multiple agents to serve together.  This can reduce the chance that one person will sell a home over someone else’s objection. However, if you pick people to serve together the POA is likely to be rejected or applied incorrectly at financial institutions, which could lead to a  conservatorship.   

 

If you want to someone to have access to a specific bank account, going to the bank and signing a form giving that person access is the best way to make sure that happens.

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Too many California home-owners without an estate plan risk their family losing much of the value of their home when they die. We create a simple solution for home owners to avoid costly & lengthy probate—free for low-income families who qualify. So they can keep their homes in the family—preserving wealth across generations.

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