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Estate Planning Blog

Estate Planning Lawyer in Gold River Offers Key Considerations When Choosing Your Power of Attorney Agent

September 18, 2011

As an estate planning lawyer in Gold River, I’ve witnessed first-hand how disability, incapacity and the natural affects of aging prevent people from taking care of their financial and personal affairs each and every day.

Some people are prepared for this and have someone legally ready and able to act in their stead. Others are not so prudent in their planning and their family is often faced with a ton of unnecessary headaches and legal hurdles as a result.

That is why if you care about making things as easy as possible for yourself and your loved ones if short or long-term incapacity occurs, you must have a strong power of attorney in place as part of your overall estate plan.

But choosing the right power of attorney agent can be difficult, especially if you have many loved ones to select from. Here are some guidelines to help you make the right decision:

  • Choose someone who will always have your best interest at heart. It can be tempting to choose someone who has a strong background in personal finance, but that knowledge cannot help you if the person you choose cares more about their own pocket than yours or will be too conservative with your funds instead of making sure you are cared for in the best way possible.
  • Choose someone who is capable of handling the responsibility. Making legal and financial decisions can be tough, especially for your agent when your exact wishes are not outlined clearly. Handling someone else’s finances and obligations can also be a very time consuming and stressful job. Make sure that the person you enlist is prepared for the task.
  • Choose someone who is emotionally strong. Anyone coming from a large family can relate to the fact that emotions sometimes cloud judgement when it comes to caring for a loved one. And in families where there are many siblings, there can be many conflicting opinions. But at the end of the day, it is the agent, also known as the attorney in fact, who has the final say so this person must be able to withstand possible confrontations.

Still not sure how to select your power of attorney agent? Let an experienced Sacramento estate planning lawyer help you. Call our office at  (916) 241-9661 and ask if you qualify for a free Peace of Mind Planning Session with the mention of this article. However, these sessions are limited to 10 per month so call today!

Call The Chubb Law Firm today at (916) 241-9661 to review your goals and discuss your options.

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CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen

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