legal how to write attorney-in-fact

by Mr. Terrence Cruickshank Sr. 9 min read

To indicate that you’ve been given power of attorney for signing authority, write “attorney-in-fact” under your name. Other variations are also acceptable to write out, like POA, or “power of attorney.” Failing to indicate that you’re signing on the principal’s behalf can invalidate the agreement, and even lead to civil or criminal lawsuits.

Full Answer

How does an attorney in fact sign a document?

When it comes to planning end of life wishes or dealing with important business and personal items that must be addressed while an individual is incapacitated or absent, the person chosen to be the attorney-in-fact is a critical decision. The attorney-in-fact is the person who is named in the durable power of attorney form to be responsible for managing the financial and legal affairs …

Do you have to have an attorney in fact?

Oct 30, 2019 · A power of attorney is a legally binding document that grants a specified person, called an attorney-in-fact, power over someone else's assets, legal-decision making, real estate transactions, and medical decisions in the event the individual is incapacitated or otherwise unavailable. A valid power of attorney requires two parties: the principal, who is the person …

What is the role of an attorney in fact?

Dec 20, 2019 · Below your own name is where you make it clear that you have the authority to sign on the principal’s behalf. To indicate that you’ve been given power of attorney for signing authority, write “attorney-in-fact” under your name. Other variations are also acceptable to write out, like POA, or “power of attorney.”.

What is the difference between power of attorney and attorney in fact?

Sep 23, 2015 · An attorney in fact typically signs a document with two names: the attorney in fact’s own name and the name of the principal. For example, if John Doe is acting as attorney in fact for Mary Sue, he could sign like this: “John Doe, attorney in fact for Mary Sue, principal”. Or, “Mary Sue, by John Doe, attorney in fact”.

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How do I write an attorney in fact?

For example, if John Smith is signing on behalf of Jane Doe, the signature might read, “John Smith, attorney in fact for Jane Doe” or “Jane Doe, signed by John Smith, attorney-in-fact.” Attorneys in fact may only be used for acknowledgments.May 5, 2011

How do you abbreviate attorney in fact?

AIF. Also found in: Dictionary, Thesaurus, Medical, Legal, Financial, Encyclopedia.

What is the difference between an attorney and an attorney in fact?

An attorney in fact is an agent who is authorized to act on behalf of another person but isn't necessarily authorized to practice law. An attorney at law is a lawyer who has been legally qualified to prosecute and defend actions before a court of law.

What is an attorney in fact document?

Primary tabs. An attorney in fact is an agent authorized to act on behalf of another person, but not necessarily authorized to practice law, e.g. a person authorized to act by a power of attorney.

What does Esquire mean?

ESQUIREEsq. noun abbreviation for ESQUIRE, written after a man's name, especially on the address of an official letter or after the name of a lawyer in the US.

What letters go after an attorney's name?

The following are the most common lawyer initials:J.D. J.D. stands for "juris doctor” and is the degree received when an attorney graduates from law school. It's a graduate degree and is required to practice law in the United States.LL. M. ... J.S.D. ... LL. ... Combined initials.Jun 27, 2018

Is attorney in fact same as POA?

If you have executed a Durable Power of Attorney, then you have signed a document appointing a person to make financial decisions on your behalf. The document is called a Power of Attorney, and the person named to make decisions on your behalf is called an Attorney-in-Fact.

How do you write a power of attorney letter?

What do I write in a letter of power of attorney?Your name, address, and signature as the principal.The name, address, and signature of your Agent.The activities and properties under the Agent's authority.The start and termination dates of the Agent's powers.Any compensation you will give to the Agent.More items...•Sep 1, 2020

Is a POA the same as AIF?

A power of attorney (POA) is a legal document that authorizes someone to act on another's behalf. The authorizer (ex. your parent) is known as the “Principal,” while the authorized person (ex. you) is known as the “Agent” or “Attorney-in-Fact, or “AIF” (note: the AIF is not required to be an actual attorney).Jul 26, 2017

What is a successor attorney in fact?

If the attorney in fact dies or becomes incapacitated, the person named successor attorney, in fact, would have to provide the durable power of attorney document which names them as the successor, as well as proof of the death or incapacitation by way of medical records or a death certificate.

What Is A Power of Attorney and An Attorney in Fact?

A power of attorney is a document authorizing someone to perform duties on behalf of another individual. A person granted power of attorney to sign...

Are There Special Rules When Notarizing A Document Granting Power of Attorney to someone?

Some states may have special requirements when notarizing a document granting power of attorney. Always be sure to follow your state rules if asked...

How Do I Notarize The Signature of Someone Acting as An Attorney in Fact?

An attorney in fact typically signs a document with two names: the attorney in fact’s own name and the name of the principal. For example, if John...

Do I Need to Ask For Proof of The Attorney in Fact's Authority?

Idaho and Minnesota require Notaries to verify the authority of someone signing as a representative through either your personal knowledge or by re...

What Certificate Do I Use If Someone Is Signing as Attorney in Fact?

If your state law prescribes a specific certificate for someone signing as attorney in fact, use that wording. If your state does not specify attor...

What is a POA form?

A power of attorney template or POA form can be used to nominate a power of attorney to represent an individual and their affairs in several different areas should they become incapacitated.

Who is the attorney in fact?

The attorney-in-fact is the person who is named in the durable power of attorney form to be responsible for managing the financial and legal affairs of the principal when called upon to do so. The attorney-in-fact will be given the power to act on the principal's behalf just as if it was the principal that was making the decisions.

What is a power of attorney?

A power of attorney is a legally binding document that grants a specified person, called an attorney-in-fact, power over someone else's assets, legal-decision making, real estate transactions, and medical decisions in the event the individual is incapacitated or otherwise unavailable. A valid power of attorney requires two parties: the principal, ...

What is the job of a notary?

If an attorney-in-fact is signing documents for a principal, your duties as a notary are to identify the attorney-in-fact, complete a notarial certificate, and make an entry in your record book . (Include the name of the principal and the attorney-in-fact in your record book and note that the document was signed under the authority ...

Why is it important to write in the active voice?

Writing in the active voice is clearer, more concise and easier for the reader to understand. Writing in the passive voice makes the reader “struggle to figure out what you’re saying,” he said. Placement matters. “Put the modifying words as close as you can to the words you’re modifying,” Spratt said.

Is a singular subject a verb?

A singular subject should have a singular verb and a plural subject should have a plural verb. Note word placement. “The verb should come after the subject and be as close to the subject as possible,” Spratt said. Stay active. Writing in the active voice is clearer, more concise and easier for the reader to understand.

What is a power of attorney?

A power of attorney is a document that creates a legally binding agreement between two parties — a principal and an attorney-in-fact. A power of attorney form grants an attorney-in-fact the right to: access the principal’s financial accounts. sign legal documents on the principal’s behalf. manage the principal’s legal and business affairs.

How to act as an attorney in fact?

access the principal’s financial accounts. sign legal documents on the principal’s behalf. manage the principal’s legal and business affairs. As an attorney-in-fact, you must act in the principal’s best interest, and adhere to their wishes when signing documents for them. This means doing what the principal would want you to do, no matter what.

Who is Mollie Moric?

Mollie Moric is a staff writer at Legal Templates. She translates complex legal concepts into easy to understand articles that empower readers in their legal pursuits. Her legal advice and analysis...

How to sign a POA?

Step 1: Bring Your Power of Attorney Agreement and ID. When signing as a POA, you need to bring the original power of attorney form to the meeting — even if you’ve already registered a copy of the document with the institution (such as a bank, financial agency, or a government institution). You also need to bring government-issued photo ...

What is a power of attorney?

A power of attorney is a document authorizing someone to perform duties on behalf of another individual. A person granted power of attorney to sign documents for someone else is typically referred to as an attorney in fact or agent, and the individual represented is referred to as a principal. An attorney in fact has authority to sign ...

Do you need to notarize a power of attorney?

Some states may have special requirements when notarizing a document granting power of attorney. Always be sure to follow your state rules if asked to notarize a signature on a power of attorney document. If a California Notary is asked to notarize a signature for a document granting power of attorney, the Notary must obtain ...

What is an attorney in fact?

As stated above, an attorney in fact is a person granted power of attorney to sign documents for someone else (the principal). An attorney in fact has authority to sign the principal's name and have that signature notarized without the principal being present.

Can a notary certify a power of attorney?

California Notaries are also authorized to certify copies of a power of attorney document. Page 18 of the state's 2021 Notary Public Handbook includes recommended certificate wording that California Notaries may use if asked to certify a copy of a power of attorney. In Florida, if the person signing a power of attorney document is physically unable ...

Do you need a thumbprint for a power of attorney in California?

Your article states, "If a California Notary is asked to notarize a signature for a document granting power of attorney that relates to real estate, the Notary must obtain the signer's thumbprint for their journal entry.". However, I believe a thumbprint is required if the document to be notarized deals with real estate (with a few exceptions) ...

Can a notary notarize a signature without the client being present?

If the company is asking the Notary to notarize the client's signature without the client being present, the answer is no. Failing to require personal appearance by the signer could result in serious legal and financial consequences for the Notary.

Do you need a POA to sign a deed in NJ?

In NJ, if you sign as attorney in fact on a Deed, the POA must be recorded with the Deed. Only a Mortgage doesn't need the POA to be recorded with the Mortgage, but the POA must state this is given for the property in question. A General POA, once recorded, can be used for all transactions, even disability issues.

What are the 5 W's of storytelling?

In other words, remember the 5 W’s of great storytelling: Who, What, Where, When, and Why. So take a look at the above elements , and consider your document. First , we have a setting where the action took place and when. Next, we look at the characters involved and explain their relationship to the case.

How to organize facts?

A good method of organizing your facts is to create a strong introductory paragraph by making a summary of your most important facts. For instance, you would compose the topic sentence of your introductory paragraph to include your most important facts. The remainder of the paragraph would contain strong, supporting details.

What is POA in legal terms?

A POA stands for a power of attorney—a legal document used to transfer power over certain decisions from one person to another. Solve My Problem. Get Started. A power of attorney is created between two parties—the principal and attorney-in-fact.

Where do I file a power of attorney?

File the document. Most powers of attorney are filed with a court or government office, but that can vary depending on your state’s laws and your POA type.

Is a power of attorney a necessity?

Different situations in life can cause a person to delegate someone to take care of their personal and financial affairs. When that happens, writing a power of attorney document is a necessity. What should you do if you don’t have experience in these matters or money for legal assistance?

What is a power of attorney?

Powers of attorney are one of the most powerful legal documents. Giving powers over important decisions away is not something you should brush aside. Before writing a power of attorney, you should consider the following: Power of attorney laws and forms can vary from one U.S. state to another.

Can a principal use a power of attorney?

Contrary to the common opinion, people don’t use powers of attorney only when they’re mentally or physically incapable of making the decisions on their own. You can use a power of attorney ...

What are the different types of power of attorney?

state to another. There are different power of attorney types, and the main ones include: General POA. Durable POA. Limited POA.

Can you delegate powers to an attorney in fact?

Not all powers can be delegated—you cannot authorize the attorney-in-fact to: Vote on your behalf. Make, change, or revoke your will. POA ceases at death. Powers of attorney are revocable and amendable, provided you are capable of making legal decisions on your own.

What is the TOA section in a legal brief?

A Table of Authorities (TOA) section that describes all sources of legal authority used in the brief.

What is a statement of facts?

A Statement of Facts that sets forth all of the key factual elements a court should use in making its decision. In this section, it's important to use simple, clear, and persuasive language to lay out the facts and procedural elements of the case and avoid using conclusory statements.

What is a point heading?

Point headings should be clearly written to parse out the exact legal issue and should generally be limited to a single sentence. A Conclusion that summarizes the key points of the brief and requests specific relief. You may even want to write this section first to help focus your thoughts.

What is a drafting assistant?

Drafting Assistant has great tools to help you proof your document, including Cite Formatting to help you check your citations for typos, and Document Formatting to help you make sure you’re complying with court guidelines on things like fonts, letter sizing, and margins. Make Westlaw a part of your practice.

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Definition of Attorney-In-Fact

  • Noun 1. A person designated by a power of attorney document to act on behalf of the authorizer outside of court.
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What Is An Attorney-In-Fact

  • An attorney-in-fact is a person authorized to conduct transactions, or to handle other matters, on behalf of another person. The person naming someone else to act as an agent on his behalf, referred to as the “principal,” not only names his attorney-in-fact in a power of attorney document, but also specifies the scope of authority the agent has. An attorney-in-fact can be given authorit…
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Duties of An Attorney-In-Fact

  • The duties of an attorney-in-fact vary, depending on the specifics of the power of attorney document. Most commonly, duties of an attorney-in-fact entail taking care of the principal’s financial affairs. In the case of a broad power of attorney document, such duties may allow the attorney-in-fact to step into the role of the principal to undertake whatever banking, investment, …
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Liability of Attorney-In-Fact

  • An attorney-in-fact can be held liable if he willfully acts in a manner that is not in the best interest of the principal. He may also be held liable if he acts with gross negligence, causing damages to the principal. In either case, the principal may seek payment by filing a civil lawsuitagainst the attorney-in-fact. In a case where the attorney-in-fact acts deliberately to defraud or otherwise har…
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Qualifications of An Attorney-In-Fact

  • In most jurisdictions, there are no required qualifications of an attorney-in-fact. The designated individual must be of legal age, and be capable of performing the duties specified in the power of attorney. While it is common for people to name an attorney as their attorney-in-fact, it is by no means required. In fact, as an estate planning tool, many people name relatives or close friends …
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Reasons For Designating An Attorney-In-Fact

  • One of the most common reasons for designating an attorney-in-fact is to enable someone trustworthy to handle the principal’s affairs should he become incapacitated due to illness or injury. A power of attorney for this purpose specifies that the attorney-in-fact’s powers become effective only when the principal becomes incapacitated. An individual may also choose to desi…
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What Is A Healthcare Attorney-In-Fact

  • While a general power of attorney gives a named attorney-in-fact authority to transact business on the principal’s behalf, a healthcare power of attorney gives an attorney-in-fact authority to make medical decisions. It is possible to include such a section in a general power of attorney, but it is highly recommended that a healthcare power of attorney be created as a separate document alt…
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Real Life Attorney-In-Fact Abuse of Powers

  • In 1997, Viola and Clyde Copas signed a power of attorney appointing their son, “RC,” as attorney-in-fact, and giving him unrestricted authority to act on their behalf. Clyde passed away in 1998, Viola passed away in 2005. Immediately following his mother’s death, RC was appointed the Personal Representative of the estate. RC’s two siblings found that, as attorney-in-fact and exec…
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Related Legal Terms and Issues

  1. Authority– The right or power to make decisions, to give orders, or to control something or someone.
  2. Civil Lawsuit– A lawsuit brought about in court when one person claims to have suffered a loss due to the actions of another person.
  3. Fiduciary– A person to whom power, property, or assets have been entrusted for the benefit …
  1. Authority– The right or power to make decisions, to give orders, or to control something or someone.
  2. Civil Lawsuit– A lawsuit brought about in court when one person claims to have suffered a loss due to the actions of another person.
  3. Fiduciary– A person to whom power, property, or assets have been entrusted for the benefit of another.
  4. Incapacitated– To be unable to act or respond.

Key Considerations When Composing A Legal Statement of Facts

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Essentially, this is a document that logically outlines the facts, and demonstrates you or your client’s position, and does so utilizing a professional tone. It’s always good to keep in mind that while a judge knows the law well, he or she is familiar with your particular case. As such, you wish the court to see things in your favor. …
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Putting It All Together

  1. Well defined, clear thesis
  2. Strong, purposeful introduction
  3. Structured arguments backed by facts, backed by evidence
  4. Organized, easy to comprehend the structure
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Proofread The Document

  • Once you have composed your document it is time to go over it so all errors are eliminated. Proofread the document and make any final edits. You want your document to be free from any grammar, spelling, or punctuation errors. If you don’t feel confident editing, simply use one of the online grammar checkers available, or hire a professional proofreader/editor. Next, consider givi…
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Copies

  • Make certain that once you are finished, if there are any required documents which support your statement of facts, be sure to copy and attach them to the final draft. Such documents may include a police report, medical report, or any documentation which will help you prove your case. Also, it’s a good idea to keep copies of all documents for yourself as well.
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Conclusion

  • Your statement of facts is persuasive and designed to assist the court in seeing your position. Therefore, when you compose the document, remember to keep it concise, clear, and free from immaterial data. This document should relate to people, be interesting, and immersive. Above all, it should be an honest and actual account of the events involved. Create a strong introductory p…
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