Power of Attorney (POA)

Protect yourself by appointing someone you trust as your POA to make legal decisions on your behalf when you can’t.

Types of Power of Attorney: Commonly Asked Questions

A Financial POA is another term used to describe a General POA, and it establishes an agent who has the fiduciary responsibility to act on your behalf.

POAs are powerful documents that anyone from college students, to business owners, to new parents, to retired couples find useful. They offer peace of mind that your affairs will be handled, regardless of the circumstances surrounding them.

No. There are several types of POAs, from a General POA, to a Special POA, to a Healthcare POA to a Durable POA, and more. It’s critical to know which POA is right for your needs, so you can get the exact protection you’re looking for.

A Living Will is similar to a Durable POA, but a Durable Medical Power of Attorney can authorize medical decisions to be made on your behalf if you ever become incapacitated. A Living Will, by contrast, notes your End-of-Life medical care wishes and appoints someone to ensure they’re respected and honored.

Create a Legally Valid Estate Plan in 3 Steps

Create your estate plan

Creating a will or trust through our platform is easy, and for your first time, we’ll ship your documents to you for free. Once you have your plan, make sure to get them signed, witnessed, and notarized to help ensure your plan is legally valid.

Schedule your signing ceremony.

Finding a notary, gathering your witnesses, coordinating your appointment—it can be a hassle. To make matters worse, not all notaries will notarize estate planning documents. We make this step much easier through our notary partners. Click here to log in to your Trust & Will account and view your notary options.

Sign, witness, and notarize.

Properly sign your documents in the presence of your witnesses and notary. After your witnesses also sign, the notary will provide their signature and seal. Then, safely store your documents for safekeeping. No need to mail your documents back to us.

Your dedicated support team.

Questions about your plan? Don’t rely on googling or guesswork—your support team is on the case. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.

We’re available:

• Monday-Friday 7am-5pm PT