how to get power of attorney in montgomery coutny pa

by Prof. Roman Smitham V 3 min read

Although it is not required, filing a power of attorney in Pennsylvania may be done with the clerk of the Orphan's Court Division of the Court of Common Pleas in the county where the principal resides. If the POA includes authority for real estate transactions and is notarized, it may also be recorded in the county office for recording deeds.

Full Answer

Where do I get a power of attorney in Pennsylvania?

Jan 01, 2015 · Power of Attorney. Requirements for preparing "Power of Attorney" Documents: Effective: January 1, 2015 Please read the Act for detailed requirements. ACT. Example. In an effort to comply with best practices, documents signed using a Power of Attorney must be accompanied by either the original POA to be recorded at the same time, or a book and ...

Is a copy of a power of attorney valid in PA?

Power of Attorney in Montgomery County, Pennsylvania. Power of attorney in Montgomery County, Pennsylvania is a legal setup in which one person (the principal) grants another (the attorney-in-fact) the authority to make legally binding decisions on his or her behalf. This is done for a variety of reasons, both personal and business-related, but it is often done to allow the …

What are the witness requirements for a power of attorney in Pennsylvania?

Our Durable Power of Attorney lawyers represent clients in Montgomery County, PA, as well as the surrounding areas of Philadelphia County, Bucks County, Delaware County and Chester County. Contact our office in Blue Bell, PA for a free case evaluation at (215) 646-3980 .

How does a limited power of attorney work in PA?

Jan 01, 2015 · Requirements for preparing "Power of Attorney" Documents: Effective: January 1, 2015 Please read the Act for detailed requirements. ACT Example In an effort to comply with best practices, documents signed using a Power of Attorney must be accompanied by either the original POA to be recorded at the same time, or a book and page must be included on the …

image

How do I get power of attorney in PA?

Pennsylvania law requires that POAs must be signed by the principal and witnessed by two people who are ages 18 or older. The document must also be dated and notarized. If the principal cannot write, he or she is allowed to sign the document by using a mark or by asking someone else to sign the POA for him or her.Aug 10, 2018

How much does a power of attorney cost in PA?

What does it typically cost to get a Power of Attorney form in Pennsylvania? The fees associated with hiring a lawyer to write a Power of Attorney might total between $200 and $500, based on your location.

Does Pa require a notary for power of attorney?

A POA in Pennsylvania must be dated, signed by the principal, witnessed by two adults, and notarized. ... If this is done, there must be two adult witnesses to the signature. The notary public may not be the agent.

Can I do power of attorney myself?

Some types of power of attorney also give the attorney the legal power to make a decision on behalf of someone else such as where they should live or whether they should see a doctor. In order to make a power of attorney, you must be capable of making decisions for yourself.

What is a durable power of attorney in PA?

A Durable Power of Attorney or “POA” under Pennsylvania Law is a written document in which the principal designates or appoints another as his or her agent. The “durable” nature of the authority conferred upon the agent is exercisable notwithstanding the principal's subsequent incapacity or disability.

Do you need a lawyer to get a power of attorney?

Do I need a lawyer to prepare a Power of Attorney? There is no legal requirement that a Power of Attorney be prepared or reviewed by a lawyer. However, if you are going to give important powers to an agent, it is wise to get individual legal advice before signing a complicated form.

How do you obtain power of attorney?

Here are the basic steps to help a parent or loved one make their power of attorney, and name you as their agent:Help the grantor decide which type of POA to create. ... Decide on a durable or non-durable POA. ... Discuss what authority the grantor wants to give the agent. ... Get the correct power of attorney form.More items...•Jun 14, 2021

How Long Does power of attorney take to get?

How long does it take to get a PoA registered? It usually takes 8 to 10 weeks for The Office of the Public Guardian to register a power of attorney, so long as there are no mistakes on the form. It may take longer if there are issues they want to look into, although this is rare.

Who can be a witness for power of attorney?

Witnessing the attorney's signature on a power of attorney Here are the rules on who can witness a lasting power of attorney this time: The witness must be over 18. The same witness can watch all attorneys and replacements sign. Attorneys and replacements can all witness each other signing.

Can an attorney notarize a document in Pennsylvania?

Under Pennsylvania law, documents that legally require notarization include powers of attorney, self-executing wills, and temporary guardianships.Jan 20, 2021

What three decisions Cannot be made by a legal power of attorney?

You cannot give an attorney the power to: act in a way or make a decision that you cannot normally do yourself – for example, anything outside the law. consent to a deprivation of liberty being imposed on you, without a court order.

What are the 4 types of power of attorney?

AgeLab outlines very well the four types of power of attorney, each with its unique purpose:General Power of Attorney. ... Durable Power of Attorney. ... Special or Limited Power of Attorney. ... Springing Durable Power of Attorney.Jun 2, 2017

Who makes decisions if no power of attorney?

If you have not given someone authority to make decisions under a power of attorney, then decisions about your health, care and living arrangements will be made by your care professional, the doctor or social worker who is in charge of your treatment or care.Mar 30, 2020

Who has power of attorney after death if there is no will?

What Happens After Death of the Principal? Upon the death of the principal, the power of attorney is no longer valid and instead the will is executed. Instead of the agent, now the executor of the will is responsible for carrying out the demands of the principal through the will.Jun 25, 2021

Who can override a power of attorney?

The Principal can override either type of POA whenever they want. However, other relatives may be concerned that the Agent (in most cases a close family member like a parent, child, sibling, or spouse) is abusing their rights and responsibilities by neglecting or exploiting their loved one.Nov 3, 2019

Has Pennsylvania adopted the Uniform power of attorney Act?

Recently, the law in Pennsylvania changed as it relates to powers of attorney that deal with financial directives. Act 95 was signed into law in July 2014 by Governor Tom Corbett. Parts of the law became effective immediately and the remaining portions were effective as of January 1, 2015.

Types of Power of Attorney Arrangements in Montgomery County, Pennsylvania

Power of attorney in Montgomery County, Pennsylvania takes 3 main forms. Which one is appropriate for you depends on your individual situation. They are:

Can a Montgomery County, Pennsylvania Lawyer Help?

Because setting up a power of attorney agreement is not always easy in Montgomery County, Pennsylvania, it's never imprudent to at least consult with a lawyer beforehand. As with any legal agreement, there are things that can go wrong, which laypersons may not foresee.

Why You Should Consider a PA Durable Power of Attorney

Many people think that it is unnecessary to have a Durable Power of Attorney if they do not have much money or if they hold all property jointly with a spouse or partner. However, there are many actions that an agent will need specific authority to do, including the following:

Compensation for the Services of an Agent

An agent is entitled to reasonable compensation based upon the actual responsibilities assumed and performed. An agent is also entitled to reimbursement for actual expenses advanced on behalf of the principal and to reasonable expenses incurred in connection with the performance of the agent’s duties under a Durable Power of Attorney.

Contact A Durable Power of Attorney Lawyer in PA

The Pennsylvania estate planning practice at The Martin Law Firm consists of a qualified team of skilled PA estate planning lawyers and support staff.

Healthcare Law

We provide transactional and litigation services for all types of licensed health care providers.

Family Law

We provide personal and effective representation in divorce, child custody, property rights, support and maintenance matters.

Estate Law

We help individuals and families with any of their estate planning, estate administration and estate litigation needs.

Divorce Law

Divorce is complicated & emotional, & we will meet your needs during this challenging time. Our priority is being available to you when you need us.

Power of attorney in Pennsylvania

Anyone can obtain a power of attorney. There are many different types, each applicable to specific situations. While the types of powers of attorney may change, the process to draw up and execute a valid POA is the same.

What are the different types of power of attorney?

Each type of power of attorney is specific in what they allow an agent to do. The five most common types of powers of attorney include the following:

Contact an experienced Montgomery County estate planning attorney

Friedman Schuman provides legal services to clients in Pennsylvania for all their Estate Administration and Estate Planning needs. When it is time to make decisions about your future, such as a power of attorney, it is important to consult with a trusted legal resource.

What is a general power of attorney?

A General Power of Attorney is more comprehensive than its limited counterpart and gives the designated agent all of the powers and rights that that the principal has. For example, under a General Power of Attorney, an agent may be allowed to run all of the principal's financial and business obligations. A Durable Power of Attorney can be limited ...

Why do people need a power of attorney?

People create a Power of Attorney document for many different reasons. Those reasons include, but are not limited to: 1 The principal is too overwhelmed to handle all of their financial affairs 2 Members of the military may utilize a Power of Attorney so that their USA located family can act on their behalf 3 People with deteriorating health may create a Power of Attorney so that trusted individuals may act on their behalf should they become incapacitated

What are the duties of a principal?

Those duties include; acting loyally for the principal's benefit; keeping their funds separate from the principal's; acting with care, competence and diligence; keeping records; cooperating with a person who has authority to make health care decisions for the principal; and attempting to preserve the principal's estate plan. ...

When does a springing power of attorney become effective?

A Springing Power of Attorney only becomes effective upon certain conditions being met. For example, a Springing Power of Attorney is often used in a military situation where military personnel will be deployed overseas. Under this example, the Springing Power of Attorney would not spring into being effective until the military personnel's ...

What are the different types of power of attorney?

The different types of Power of Attorneys include: Limited. General. Durable. Springing. A Limited Power of Attorney allows the principal to define their responsibilities within a very narrow scope.

What is acting in good faith?

Acting in good faith. Acting only within the scope of authority granted in the Power of Attorney.

What is probate in a will?

Probate is the legal process that proves the established Will is valid and should be executed according to its terms. If you or a loved one is considering creating a power of attorney, contact attorney Joseph Lento today.

What Is a Regular Power of Attorney?

A regular power of attorney can be implemented that gives the power designated as the agent the power to make decision for the person creating the power of attorney.

What Is a Durable Power of Attorney?

A durable power of attorney remains in effect even if the person granting the power becomes mentally incapacitated. In this case, the person who becomes mentally incapacitated will usually grant the agent the power to make financial and medical decisions.

Contact Our Montgomery County PA Estate Planning Lawyers Today

Our attorneys are ready to help you get positive results. Contact us to discuss your case with our Pottstown power of attorney lawyers. We serve Montgomery County PA, Chester County, Berks County, Philadelphia County, Lancaster County and all surrounding counties in Pennsylvania.

What is a power of attorney in Pennsylvania?

A power of attorney (or POA) is a legal document that gives one person (the "agent") the authority to act for another person (the "principal"). A POA is useful if you can't be present to take care of a financial matter or want someone to take care of your finances or medical treatment in the event you become incapacitated—what Pennsylvania law ...

How old do you have to be to get a POA?

You may make a healthcare POA if you are at least 18 years of age or, if under 18, you have graduated from high school, are married, or are legally emancipated. A healthcare POA must be dated, signed by the principal (in the same manner as for a financial POA), and witnessed by two persons who are at least 18 years old.

Is a POA durable in Pennsylvania?

A POA that only becomes effective if the principal becomes incapacitated is called a "springing" POA (which by its nature is also durable). Under Pennsylvania law, a POA is durable unless it specifically states otherwise.

How to write a power of attorney?

A power of attorney must include the basic information about the arrangement, including: 1 The principal's and agent's legal names and addresses 2 The relationship of the principal to the agent—for example, husband and wife, parent and child, or financial advisor and client 3 The scope of the principal's authority or the types of decisions/transactions the agent can make for the principal 4 The intended duration of the POA

What information is needed for a power of attorney?

2. Basic Information. A power of attorney must include the basic information about the arrangement, including: The principal's and agent's legal names and addresses. The relationship of the principal to the agent—for example, husband and wife, parent and child, or financial advisor and client.

Is a power of attorney valid in Pennsylvania?

Powers of Attorney from Other States. A power of attorney signed in another state or drafted under another state's law is valid in Pennsylvania so long as the signing of the document complied with the law of the state recited in the POA as its governing law or complied with the law of the state where it was signed.

Can you use a copy of a POA in Pennsylvania?

When a power of attorney is filed in Pennsylvania Orphan's Court or with a county's Recorder of Deeds, an original version of the POA must be used. In all other situations, a copy of the document is just as valid as an original.

Durable Power of Attorney Pennsylvania Form – PDF & Word

A Pennsylvania durable power of attorney is a long-term arrangement between two individuals; the principal (individual implementing the form) and an attorney-in-fact (appointed representative). This type of power of attorney form is used to transfer financial authority from the principal to the attorney-in-fact.

General Power of Attorney Pennsylvania Form – Adobe PDF

The Pennsylvania general power of attorney form allows a principal to designate certain financial powers to a representative (attorney-in-fact). This type of form does not remain in effect if the principal becomes incapacitated; for a more long-term arrangement, one can complete the durable power of attorney form.

Limited Power of Attorney Pennsylvania Form – Adobe PDF

A Pennsylvania limited power of attorney form allows a person to select someone else to carry out one or more specific business-related tasks for them. The principal can choose to have the document terminate upon completion of the task or upon a termination date set forth in the form.

Medical Power of Attorney Pennsylvania Form – Adobe PDF

The Pennsylvania medical power of attorney enables an individual to establish instructions regarding end-of-life treatments and medications and to appoint an attorney-in-fact to make medical decisions on their behalf.

Minor (Child) Power of Attorney Pennsylvania – Adobe PDF

The Pennsylvania minor power of attorney form is a contract by which a parent may delegate parental authority over their children to another individual for a limited duration. As per state law, an attorney-in-fact can be appointed by the principal to take care of their children and any other individuals legally entitled to be supported by them.

Real Estate Power of Attorney Pennsylvania Form – Adobe PDF

The Pennsylvania real estate power of attorney is a legal contract that allows individuals to appoint a representative who will make property-related decisions in their place.

Tax Power of Attorney Pennsylvania Form – Adobe PDF

The Pennsylvania tax power of attorney form appoints an accountant (attorney-in-fact) to represent a person regarding certain tax matters. This power of attorney, also known as Form REV-677, is provided by the Pennsylvania Department of Revenue.

image