USA Durable Power of Attorney

Overview

Draft and validate a durable power of attorney for financial and legal matters in the USA.

Getting Started

Add your source materials to the project workspace, then activate the USA Durable Power of Attorney skill. The agent will guide you through the process step by step.

Example conversation

You: I need a durable power of attorney so my spouse can manage our finances if I become unable to.

Agent: I’ll draft a durable power of attorney using the skill’s requirements. I’ll include you as principal, your spouse as agent, a clear grant of authority (e.g. real property, financial institutions, taxes), durability language so it stays in effect if you’re incapacitated, and an effective date. I’ll run poa_check to confirm all required elements are present before you have it reviewed by an attorney.

Output excerpt

Durable power of attorney excerpt

Principal and agent — I, [Name], appoint [Spouse Name] as my attorney-in-fact (agent) to act on my behalf in all matters described in this document.

Durability — This power of attorney is durable and shall remain in effect if I become incapacitated or unable to manage my affairs.

Grant of authority — My agent may manage real property, conduct banking and financial institution transactions, handle stocks and bonds, and deal with tax matters as I could do myself.

Extension and validation

The skill includes poa_check, which validates the durable power of attorney draft for: principal designation, agent (attorney-in-fact) designation, grant of authority (e.g. real property, financial, banking), durability language (effective during incapacity), and effective date. Run it after drafting to confirm nothing is missing before execution.