Healthcare & Financial Power of Attorney Kit

This kit focuses on incapacity planning, meaning the documents that allow trusted people to step in and help if you can’t manage financial or medical decisions on your own. Many people think estate planning is only about what happens after death, but incapacity can create the most immediate stress for families. This package is designed to put the two most important decision-making tools in place, in a clean, organized format, with separate instructions for each document.

The Financial Power of Attorney allows you to appoint an agent to handle financial and property matters on your behalf. Depending on how the form is completed, an agent may be able to work with banks, pay bills, manage accounts, handle real estate paperwork, and take other actions you authorize. The Healthcare Power of Attorney allows you to name a person to make medical decisions if you cannot communicate with doctors or give informed consent. Together, these documents help reduce uncertainty and avoid delays that can happen when no one has clear legal authority to act.

Each form includes a dedicated instruction sheet that explains key choices and provides practical signing guidance. The goal is to help you complete the documents correctly and keep them ready if they are ever needed.

Documents included

• Financial Power of Attorney
• Healthcare Power of Attorney
• Financial POA Instructions
• Healthcare POA Instructions

Key features

• Attorney-drafted and professionally formatted
• Addresses both financial and medical decision-making if you become incapacitated
• Separate instruction sheets to help you complete and sign each document correctly
• Designed to help you put a practical safety net in place for unexpected situations