Registered LDA #SLO 279
Serving Since 2009
Ensure someone you trust can handle your financial and legal affairs if you're unable to do so—comprehensive power of attorney services in San Luis Obispo and Santa Barbara Counties.
A power of attorney (POA) is a legal document that grants someone you trust—called your "agent" or "attorney-in-fact"—the authority to make financial, legal, or healthcare decisions on your behalf if you become incapacitated or are otherwise unable to act for yourself.
Prevent court-appointed conservatorship proceedings that are costly, time-consuming, and invasive for your family.
Select someone you trust completely to handle your affairs, rather than leaving it to the courts to decide.
With a durable POA, your agent can act immediately when needed without court approval or delays.
Your agent can pay bills, manage investments, handle banking, and maintain your property during incapacity.
Healthcare POA allows your agent to make medical decisions aligned with your values and wishes.
Know that your affairs will be handled properly even if you're unable to manage them yourself.
We prepare various types of POA documents tailored to your specific needs
Grants broad authority to manage your financial affairs including banking, real estate transactions, tax matters, and business operations. Remains effective even if you become incapacitated.
Authorizes your agent to make medical decisions on your behalf when you cannot communicate your wishes or are incapacitated. Often combined with an Advanced Healthcare Directive.
Grants specific, limited authority for particular transactions or a defined time period. Commonly used for real estate closings, business deals, or temporary situations.
Takes effect only when a specified event occurs, typically incapacitation. Requires certification by one or more physicians before the agent's authority is activated.
Common questions about power of attorney documents
Don't wait until it's too late. Ensure someone you trust can manage your affairs if you're unable to do so yourself.
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