how to protect yourself with a power of attorney in pennsylvania

by Dr. Rey Jaskolski 6 min read

Among the changes to the Pennsylvania law is a requirement that the principal sign a power of attorney in front of a notary and two adult witnesses, and the agent sign before using the document in front of a notary. The amended law also includes revised language intended to protect the principal from abuse of power.

Full Answer

Who can sign a power of attorney in Pennsylvania?

Sep 22, 2020 · A POA in Pennsylvania must be dated, signed by the principal, witnessed by two adults, and notarized. If the principal is not able to write, he or she may sign by making a mark (such as an "X") or by directing another person to sign on his or her behalf. If this is done, there must be two adult witnesses to the signature.

What are the benefits of a power of attorney in Pennsylvania?

Aug 10, 2018 · 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.

What is a power of attorney (POA)?

Feb 15, 2022 · In Pennsylvania, most Powers of Attorney must contain specific language, such as a notice to the principal, in order to be valid. It is a good idea to have a legal professional prepare and/or review your Power of Attorney for you before you sign it.

Can a notary public be a witness to a power of attorney?

To be valid in Pennsylvania, a Power of Attorney document must be signed before two witnesses as well as a notary by the principal. In addition to the principal's signature, the agent must sign a document acknowledging that they know of the responsibilities that come with being an agent and agree to carry out their duties as called upon.

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How does power of attorney work in Pennsylvania?

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 does a power of attorney protect me?

Putting in place a power of attorney can give you peace of mind that someone you trust is in charge of your affairs. If you're aged 18 or older and have the mental ability to make financial, property and medical decisions for yourself, you can arrange for someone else to make these decisions for you in the future.

What rights has a power of attorney?

A power of attorney gives the attorney the legal authority to deal with third parties such as banks or the local council. 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.

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.

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.

Does a power of attorney need to keep receipts?

You can be ordered to repay the donor's money if you misuse it or make decisions to benefit yourself. Keep your receipts and invoice the donor for your expenses. The money is paid by whoever's in charge of the donor's funds.

What type of power of attorney covers everything?

General power of attorney With a general power of attorney, you authorize your agent to act for you in all situations allowed by local law. This includes legal, financial, health, and business matters.Jun 11, 2021

Can PoA spend money on themselves?

Attorneys can even make payments to themselves. However, as with all other payments they must be in the best interests of the donor. This can be difficult to determine and may cause a conflict of interests between the interests of an Attorney and the best interests of their donor.

Can power of attorney withdraw money?

Can a power of attorney borrow money? So, a property and financial Power of Attorney can give themselves money (with your best interests in mind). But you may be concerned about them borrowing money from you, or giving themselves a loan. The answer is a simple no.Jun 18, 2021

Can a family member override a power of attorney?

If your loved one made an Advance Decision (Living Will) after you were appointed as their attorney, you can't override the decisions made in their Advance Decision.

Can family members witness a power of attorney?

An attorney's signature must also be witnessed by someone aged 18 or older but can't be the donor. Attorney's can witness each other's signature, and your certificate provider can be a witness for the donor and attorneys.Aug 26, 2021

Does lasting power of attorney include health?

In an LPA for Health and Welfare, your attorney can make decisions about anything to do with your health and personal welfare. This includes decisions about medical treatment, where you are cared for and the type of care you receive, as well as day-to-day things like your diet, how you dress and your daily routine.

Why do people need a power of attorney?

Everyone should consider drafting a power of attorney in case they become incapacitated and are no longer able to make important decisions for themselves. A power of attorney is a document that grants authority to an agent to act on behalf of the principal. Having a POA is a good idea to protect yourself if you become unable to take care ...

How many witnesses are needed for a power of attorney?

If one of these methods is used, there must be two witnesses who are adults to watch the signing of the document in addition to the notary public. The witnesses to a power of attorney must not be the agent who is granted the authority or a person who signed the document on the principal’s behalf.

Why do we need a POA?

Having a POA is a good idea to protect yourself if you become unable to take care of your finances or medical treatment and want someone else to have the power to make the decisions on your behalf. The professionals at Elder Care Direction can explain the benefits of a POA to you and can work to help you to prepare for growing older.

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

You are able to create a health care POA if you over the age of 18. The law also allows minors under the age of 18 who have graduated from high school, are legally emancipated or are married to create health care powers of attorney.

What is a power of attorney?

A Power of Attorney is a written document that allows you (the "principal") to give someone else (your "agent") legal authority to act on your behalf in certain matters. You must choose who will act as your agent and specify what powers you are giving to your agent (what your agent is allowed to do for you). You may select any competent adult ...

When does a power of attorney become effective?

If you do not specify a time for your Power of Attorney to become effective, it will become effective as soon as it is executed.

Can you revoke a power of attorney?

You can revoke a Power of Attorney at any time. In some cases, the Power of Attorney will terminate automatically. When you create the Power of Attorney, you can arrange for it to end at a certain time by including an expiration date into the document.

Can a power of attorney be used as an agent?

The authority that a Power of Attorney gives to your agent can be as limited as selling your car for you or as broad as making financial and health care decisions on your behalf.

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 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 ...

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.

Why do we need POA?

It allows you to decide, while you are competent, not only who that person will be, but what powers they will have. It protects both you and your family.

What is a POA?

What is a Power of Attorney? A Power of Attorney (POA) is a written document in which you (the “principal”) give another person (your “agent”) the authority to act on your behalf for the purposes you spell out in the document.

What is Act 95?

Act 95 revises the language that is to be used in the notice. The new Act 95 language warns the principal that a grant of broad authority may allow the agent to give away the principal’s property while the principal is alive or change how the principal’s property is distributed at death.

What is notice and acknowledgment?

Notice and Acknowledgement. The most obvious changes are to the notice and acknowledgment forms that are signed by the principal and the agent. The principal signs a notice form that contains state mandated information about the significance of the POA. Act 95 revises the language that is to be used in the notice.

What is durable power of attorney?

For most people, the durable power of attorney is the most important estate planning instrument available — even more useful than a will. A power of attorney allows a person you appoint — your “attorney-in-fact” or “agent” — to act in place of you – the “principal” — for financial purposes when and if you ever become incapacitated.

Why is a durable power of attorney important?

Because a durable power of attorney is the most important estate planning instrument available, if you revoke a power of attorney, it is important to have a new one in place. An elder law attorney can assist you in revoking an old power of attorney or drafting a new one.

What happens if you are incapacitated?

If you are incapacitated, the person you choose will be able to step in and take care of your financial affairs. Without a durable power of attorney, no one can represent you unless a court appoints a conservator or guardian.

Can you revoke a power of attorney?

Revoking a Power of Attorney. If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time. There are a few steps you should take to ensure the document is properly revoked.

Can a power of attorney sign a deed?

A power of attorney may be limited or general. A limited power of attorney may give someone the right to sign a deed to property on a day when you are out of town. Or it may allow someone to sign checks for you.

Self defense and deadly force in Pennsylvania

Proving self defense can become more complicated if the other person died. You may have heard the term “stand your ground” before. This refers to laws in some states which allow you to use deadly force to protect yourself in any location, even when you have the option to flee the danger.

Find out if self defense is a viable choice for you

A self-defense plea can require experienced legal representation to make your case successfully. Contact a criminal defense attorney in your area to discuss self defense law and other possible options for dealing with a violent crime charge.

Alicia Simone James

You should get a consultation with a probate/guardianship attorney to evaluate your specific facts. An attorney can protect your rights. Plus, get your grandmother the help that she needs.

CL Huddleston III

Mr. Frederick has give you an extraordinary answer. For your own protection, you need to be represented by an attorney, and because it is also for your grandmother's benefit, the cost can be paid from her funds. The type of attorney you need is an expert in probate and guardianship cases.

James P. Frederick

You probably should be represented by counsel, under the circumstances. At the VERY least, you want to carefully document EVERYTHING you do, in terms of managing and handling your grandmother's assets. Assume that you are going to be audited and document EVERYTHING.

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