Do I have to get separate DPA's for medical and financial?
You can only get a POA is the person in question has the capacity to execute one for you. Most attorneys prefer separate forms for medical and financial matters. These forms should be prepared by an estate planning attorney. They are usually not expensive to have prepared.
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In California we have Powers of Attorney for financial and personal affairs and Advance Health Care Directives for medical decisions. These documents are executed by a principal who grants the power desired to an agent. The documents can be effective immediately or upon someone's incapacity. Regardless, the principal must have contractual capacity to execute these documents. If the person no longer has capacity, the only option is a conservatorship.
If capacity is questionable you should not push it. The principal should select his or her own counsel and discuss options.
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Estate Planning Attorney
Agree with colleagues. Once the person is incompetent, he or she does not have legal capacity to execute a power of attorney for financial and personal affairs.
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The person has to give it to you willingly while they have the mental capacity to do so. If the person is insane or otherwise not mentally competent - judge has to declare a person incompetent. If a person is not conscious, then you need to seek guardianship
Matthew Johnson phone# 206.747.0313 is licensed in the State of Washington and performs bankruptcy, short sale negotiations, and estate planning in Whatcom, Skagit, Snohomish, King and Pierce counties. The response does not constitute specific legal advice, which would require a full inquiry by the attorney into the complete background of the facts and circumstances surrounding this matter; rather, it is intended to be general legal information based on the limited information provided by the inquirer; it This response also does not constitute the establishment of an attorney-client relationship, which can only be established after a conflict of interest evaluation is completed, your case is accepted, and a fee agreement is signed. Johnson Legal Group, PLLC
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Insurance Law Lawyer
If competent, a principal can execute a POA allowing one to act for him or her. It can be effective immediately or upon physician certification of incapacity. It is best to separate medical and financial POAs. I would suggest that the principal meet with an attorney to ensure he or she is able to execute appropriate documents providing appropriate powers to the attorney-in-fact, given his or her needs. These documents are not particularly expensive, and professional preparation can go a long way toward ensuring appropriate documents are in place when needed. This is subject to the disclaimer below.
This is general information based upon limited facts, should not be construed as legal advice, and does not create an attorney-client relationship. The author is licensed in Indiana and Ohio attorney only.
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