A Power of Attorney is a vital legal document that allows you to designate someone you trust—known as your agent or attorney-in-fact—to make decisions on your behalf if you're unable to do so. This ensures that your financial, medical, and personal affairs are managed according to your wishes.

Types of Powers of Attorney

Understanding the different types of powers is crucial for effective estate planning. Depending on your needs, you may require one or more of the following:

Durable Power of Attorney

A Durable Power of Attorney grants your agent the authority to manage your financial and legal matters, even if you become incapacitated. This document remains in effect until your death or revocation, ensuring continuous management of your affairs during challenging times.

Limited Power of Attorney

A Limited Power of Attorney grants your agent authority to perform specific tasks or make decisions within a defined scope and timeframe. This is useful for situations like handling a real estate transaction or managing a particular financial matter.

Healthcare Power of Attorney

Your advance healthcare directive allows you to appoint an agent to make medical decisions on your behalf if you're unable to communicate your wishes. It includes directives regarding medical treatments, end-of-life care, and organ donation.

HIPAA Authorization

A HIPAA Authorization enables your agent to access your medical records and communicate with healthcare providers regarding your medical condition and treatment.

Why You Need a Power of Attorney in San Diego

Without a power of attorney, if you become incapacitated, your family may need to go through a lengthy and costly court process to appoint a conservator. This can lead to delays and potential conflicts among family members. By establishing a plan, you ensure that a trusted individual can step in promptly to manage your affairs, avoiding unnecessary legal hurdles.

Choosing the Right Agent

Selecting the appropriate agent is one of the most important decisions you'll make. Consider someone who:

• Is trustworthy and reliable

• Understands your values and wishes

• Is capable of handling financial and medical decisions

• Is willing to act in your best interests

It's essential to have open discussions with your chosen agent to ensure they understand their responsibilities and are prepared to act on your behalf if needed.

How We Can Help

Milda Goeriz, Attorney at Law, specializes in creating comprehensive estate plans that include tailored Power of Attorney documents. We will guide you through the process and make sure that your estate planning documents align with your goals and comply with California law.