With a Power of Attorney, you can appoint someone to make your financial decisions on your behalf when you can’t do so yourself. Gentreo makes it easy to appoint a Power of Attorney to uphold your wishes and pay your bills if you become incapacitated and can no longer manage your own finances. We understand that planning your estate and creating your Power of Attorney can seem like a difficult process, but with Gentreo it is easy and affordable. To help guide you through the process even further, we have provided you with a step-by-step guide to help assist you through everything.
Before you start...
- Gather contact information for up to three choices for your Power of Attorney agent
- Decide whether you need a Limited or Durable Power of Attorney and the type of authority
Steps to Create My Financial Power of Attorney
- Add Your Personal Information
- Choose Which Type of Power of Attorney You Would Like to Create
- Revoke a Prior Power of Attorney (if you have one)
- Choose Your First Choice for Your Power of Attorney
- Add a Second and Third Choice for Power of Attorney (optional, but recommended)
- Grant General or Limited Authority
- Nominate a Conservator (optional)
- Nominate a Guardian (optional)
- Print and Sign Your Power of Attorney
- Upload & Share Your Power of Attorney via your Gentreo Digital Family Vault
Get all of the details about each step with our helpful checklist!
