California Limited Power of Attorney Questionnaire

State:
Multi-State
Control #:
US-Q1025
Format:
Word; 
Rich Text
Instant download

Description

This form addresses important considerations that may effect the legal rights and obligations of the parties in a limited power of attorney matter. This questionnaire enables those seeking legal help to effectively identify and prepare their issues and problems. Thorough advance preparation enhances the attorneys case evaluation and can significantly reduce costs associated with case preparation.



This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new clients needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.


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FAQ

Here are examples of the types of Alberta POAs that you may need:Specific Power of Attorney. A specific power of attorney is the simplest power of attorney.General Power of Attorney. A general power of attorney is used to give a very broad term of use to the attorney.Enduring Power of Attorney.Durable Power of Attorney.

A general or limited POA must be signed by the principal and two witnesses or a notary. If the POA gives your agent the right to handle real estate transactions, the document must be notarized so that it can be recorded with your county.

The three most common types of powers of attorney that delegate authority to an agent to handle your financial affairs are the following: General power of attorney. Limited power of attorney. Durable power of attorney.

The California limited power of attorney form, otherwise known as a specific power of attorney, allows a resident of the state to designate an agent to take care of a specific financial matter on their behalf. The matter can be as small as picking up a car to as big as selling or buying real estate.

A special power of attorney may need to be notarized to have legal authority.

The California limited power of attorney form, otherwise known as a specific power of attorney, allows a resident of the state to designate an agent to take care of a specific financial matter on their behalf. The matter can be as small as picking up a car to as big as selling or buying real estate.

The document must also be witnessed. It can be witnessed by a lawyer who has given you legal advice on the document. Alternatively it can be witnessed by two adults with capacity. The witnesses cannot be the attorney being appointed or a family member of either the attorney or yourself.

Powers of attorney concerning real property must be acknowledged (notarized). There is no statutory requirement that the power of attorney be recorded with the County Recorder in the county where the real property is located.

Yes, California law requires that the Durable Power of Attorney must be notarized or signed by at least two witnesses. In California, a principal cannot act as one of the witnesses.

A general power of attorney allows the agent to make a wide range of decisions. This is your best option if you want to maximize the person's freedom to handle your assets and manage your care. A limited power of attorney restricts the agent's power to particular assets.

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California Limited Power of Attorney Questionnaire