Financial Power of Attorney
Meeting Request

Please fill out the form to request a financial power of attorney creation meeting.

Document preparation requires a virtual or in-person meeting. Submitting this form consents to meeting with a document preparation specialist.

Principal Information — Person Requesting POA

Principal's Full Name *

Address *

Mailing Address Same As Residence? *

Yes No

Different Mailing Address

Principal's Email Address *

Principal's Phone Number *

Gender *

Male Female

POA Agent Information

Chosen Financial POA Agent's Full Name *

POA Agent's Address *

POA Agent's Email Address *

POA Agent's Phone Number *

Is a 2nd (Contingent) Agent Chosen? *

No Yes

2nd POA Agent's Address

POA Powers & Limitations

⚠️ All Financial Powers Are Granted Unless Expressly Omitted in Writing Below

Areas Not Granted To POA

Allow POA to Make Financial Gifts? *

Yes No

Do You Want Your Financial POA Active Only Upon Incapacitation? *

No — Active Immediately Yes — Springing POA

💡 If You Will Allow POA Compensation, Indicate Amount Below

POA Compensation Amount (if applicable)

Document Details

Which State Will You Sign Your Document? *

Additional Instructions or Limitations (Optional)

After your meeting, the Power of Attorney document will be drafted by your state attorney and immediately delivered by email with hard copy mailed within 24–48 hours.

Your information is private and will never be shared without your consent.

Request Submitted!

Thank you. A document preparation specialist will contact you shortly to schedule your meeting. Your POA document will be delivered within 24–48 hours of your meeting.

Leadacy — Estate Planning Services
This form is for informational purposes and does not constitute legal advice. Documents are prepared by state licensed attorneys.

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Financial Power of AttorneyMeeting Request

Request Submitted!

Financial Power of Attorney
Meeting Request