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Power of attorney

Power of attorney across San Diego County

A durable power of attorney names a trusted person to manage your financial affairs if you become incapacitated, without requiring a court-appointed conservatorship. We match San Diego County residents with vetted, licensed estate-planning attorneys who draft durable powers of attorney with the specific powers and limitations that fit your situation.

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San Diego County resident signing a durable power of attorney document with an estate-planning attorney

What's included in this service?

  • Draft a durable power of attorney naming an agent to manage financial affairs if you become incapacitated
  • Define the scope of agent authority: banking, real estate, investment management, tax filings, business operations, and gift-making powers
  • Include a springing or immediate trigger depending on your preference for when the agent's authority activates
  • Advise on the selection of an agent and an alternate agent in case the primary agent is unable or unwilling to serve
  • Ensure the document meets California statutory requirements for banks and financial institutions to accept it without requiring a court order
  • Coordinate the power of attorney with the living trust, will, and advance health directive in a complete estate plan

When do you need this service?

  • You want a trusted person to manage your finances without court involvement if you have a stroke, accident, or other incapacitating event
  • You are aging and want a child or other family member to be able to act on your behalf if you can no longer manage your own finances
  • You are planning a surgery or extended medical treatment and want someone who can handle bills and financial matters during your recovery
  • You are an active-duty service member who needs someone authorized to manage financial and real estate transactions during deployment
  • Your existing power of attorney is more than a few years old and financial institutions may not accept it without a more recent document

What do homeowners ask about Power of attorney?

What is the difference between a durable and a non-durable power of attorney?

A durable power of attorney remains effective even if you become incapacitated. A non-durable power of attorney terminates automatically at incapacity. For estate planning purposes, you almost always want a durable power of attorney so your agent can act precisely when you need them most. The California Probate Code requires specific language to make a power of attorney durable.

What powers can I give my agent in a California power of attorney?

California law allows you to grant broad authority to manage finances, including banking and investment management, real estate transactions, tax filings, business operations, and making gifts to family members. You can also limit the authority to specific tasks or assets. The attorney we match you with drafts the document to give your agent the authority they need without unnecessary exposure.

Does a power of attorney give my agent authority over my healthcare?

No. A financial power of attorney covers financial and legal decisions only. Healthcare decisions require a separate advance health care directive (also called a healthcare power of attorney). Most complete estate plans include both documents to cover both financial and medical incapacity.

What happens if I become incapacitated without a power of attorney?

If you become incapacitated without a durable power of attorney, your family may need to petition the court for a conservatorship to manage your affairs. California conservatorship proceedings are costly, time-consuming, public, and require ongoing court supervision. A durable power of attorney avoids the conservatorship process entirely.

Are the attorneys you match licensed to draft powers of attorney in California?

The estate-planning attorneys we match are licensed members of the State Bar of California. You can verify any California attorney at calbar.ca.gov before signing a fee agreement. Trust Law SD is a referral service and is not a law firm.

Service area

Where do we offer Power of attorney in San Diego County?

We provide power of attorney in every city and community in San Diego County. Pick your city for local climate notes and service specifics.

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Keep reading

What should you know about Power of attorney?

Explainers

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An advance health care directive tells medical providers what treatment you want and names someone to make decisions if you cannot. Here is how it works in California.

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What a power of attorney does in California

A power of attorney lets someone act on your behalf for financial and legal decisions. Here is how it works in California, what it covers, and why it matters.

Buying guides

How to choose an estate planning attorney in San Diego

What to look for when choosing an estate planning attorney in San Diego, including how to verify California State Bar license status, what to ask, and how fees are structured.

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Serving San Diego County

Need power of attorney in San Diego County?

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(858) 925-5546 Request a quote