California Uniform Statutory Power of Attorney

California Uniform Statutory Power of Attorney Form (Probate Code §4401)

 

Create a legally recognized California Uniform Statutory Power of Attorney in minutes with this professionally drafted, fully editable template.

Designed for California residents, this form allows you to appoint a trusted person (your attorney-in-fact or agent) to manage your financial, legal, property, and business affairs if you are unavailable or need assistance.

Whether you are planning for the future, preparing for travel, managing aging-related concerns, or ensuring continuity of your business and finances, a California Power of Attorney is an essential estate planning document.



What Is a Uniform Statutory Power of Attorney?

A Uniform Statutory Power of Attorney authorizes another person to act on your behalf in financial and legal matters. This template follows the requirements of the California Uniform Statutory Form Power of Attorney Act (California Probate Code §4401).

The document generally becomes effective immediately upon signing unless you specify a different effective date or condition.



Powers You Can Grant to Your Agent

With this California Power of Attorney template, you can authorize your attorney-in-fact to handle a wide range of financial and business matters, including:

  • Real estate and property transactions
  • Banking and financial accounts
  • Stocks, bonds, and investment management
  • Personal property transactions
  • Insurance and annuity matters
  • Retirement plans, pensions, and employment benefits
  • Tax filings and dealings with tax authorities
  • Legal claims and litigation matters
  • Business operations and management
  • Other financial and legal affairs permitted under California law

You control which powers are granted and may limit the authority provided to your agent as desired.



Why Should You Have a Power of Attorney?

A California Uniform Statutory Power of Attorney can help ensure that important financial and legal matters continue to be handled in the event that you:

  • Become incapacitated or unable to manage your affairs.
  • Travel frequently or live outside California part of the year, and need someone to handle your affairs at the local level.
  • Need assistance managing investments or property.
  • Own a business that requires ongoing management during an extended absence.
  • Wish to avoid delays and complications in handling financial matters, such as selling a real estate property or a business.

Without a valid Power of Attorney, family members may have to seek a court-appointed conservatorship to manage your affairs, which can be time-consuming and expensive.

Learn more about estate planning here.



Not Suitable for Health Care Decisions

This document does not authorize your agent to make health care or medical decisions on your behalf.

If you wish to appoint someone to make medical treatment and health care decisions, you should prepare a California Advance Health Care Directive.



Template Features

  • Complies with California Probate Code §4401
  • Suitable for residents of California
  • Fully customizable and easy to use
  • Microsoft Word format (.docx)
  • Simple to complete and print
  • Reusable template—no need to purchase additional copies
  • Instant download


Who Should Use This Form?

This California Uniform Statutory Power of Attorney template is ideal for:

  • Individuals creating an estate plan
  • Seniors planning for future incapacity
  • Business owners and entrepreneurs
  • Property owners and real estate investors
  • Military personnel and frequent travelers
  • Anyone who wants a trusted person to manage financial affairs as and when needed.

Instant download • Editable MS Word format • California-specific

Document Type: Microsoft Word
Last Updated: 10-June-2026
SKU: 5270
$4.99
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Make sure your family and your doctor know what your wishes are regarding medical treatment and life support with this free Advance Health Care Directive Form for California.

  • An Advance Health Care Directive speaks for you if you are unable to communicate due to illness or injury.
  • In Part 1 of the form you can, but are not required to, name another person to act as your agent, to make health care decisions on your behalf if you become unable to do so, or even if you retain capacity.
  • You can give instructions about your health care in Part 2, for your agent (if you appoint one) and for your health care provider to follow.
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Estate Planning Forms Package — British Columbia

Make your will and plan for the future with this package of estate planning documents for British Columbia residents — Will, Power of Attorney, and Representation Agreement.


Planning ahead is one of the most important steps you can take to protect your family, your finances, and your future.

This comprehensive B.C. Estate Planning Package includes the essential legal documents you need to prepare for unexpected events, name someone to manage your affairs if you become unable to do so, and ensure your wishes are respected.

The downloadable, editable forms in this package allow you to create, update, and organize your estate planning documents from the comfort of your own home.

Learn more about making a will in British Columbia.


 

What is included in the British Columbia Estate Planning Package?


Designed specifically for British Columbia residents, this convenient downloadable package includes the following professionally prepared templates:

1. British Columbia Enduring Power of Attorney


The Enduring Power of Attorney lets you name someone you trust to manage your property and financial affairs on your behalf, if you are unable to or you choose not to manage them yourself.

Your Power of Attorney gives your attorney the power to make the decisions and take the actions involving your financial or legal affairs that you can do for yourself. This can include a range of transactions, including:

  • managing your banking and investment accounts
  • running your business
  • doing your income tax
  • obtaining insurance
  • buying or selling real estate and personal property (such as vehicles)

The Enduring Power of Attorney is an important part of a B.C. complete estate plan because it allows YOU to choose who will act on your behalf rather than leaving decisions to be made without your input.

2. British Columbia Revocation of Power of Attorney Form


This Revocation of Power of Attorney form allows you to formally cancel a previously granted Power of Attorney.

Use this document when you want to terminate an existing appointment and no longer wish the named attorney to have authority to act on your behalf.

3. British Columbia Section 9 (Enhanced) Representation Agreement with Limited and General Powers


The Section 9 Representation Agreement (Enhanced) (also called an RA9) gives you
the means to appoint a representative as your agent, to make major health care and personal care decisions for you if you become unable to do so. This template is prepared in accordance with Section 9 of the Representation Agreement Act.

This document lets you grant your agent broad powers to make decisions about your healthcare and living situation, such as:

  • where you can live, including assisted living or a care facility
  • if and where you can work
  • who you can have contact with
  • what types of social and physical activities you participate in
  • personal care and hygiene decisions
  • consent to or refusal of health care
  • access to medical records

The RA9 form does NOT give your agent the authority to manage your finances, business or legal affairs.


4. British Columbia Section 7 (Standard) Representation Agreement


The Section 7 Representation Agreement (Standard) lets you appoint a representative (agent) to help you with health care and personal care decisions, manage your financial affairs, and other matters that you specify in the document.
This template is prepared in accordance with Section 7 of the Representation Agreement Act.

This document lets you grant your agent broad powers to make decisions about:

  • personal care, including living arrangements, nutrition, personal hygiene, activities, and socializing
  • management of routine financial affairs such as banking, filing tax returns, managing investments, and applying for benefits
  • obtaining legal services, going to Small Claims Court, settling insurance claims
  • health care matters including medications, diagnostic tests, dental work, surgery, and end-of-life comfort care

However, your agent CANNOT make decisions regarding:

  • refusal of life-sustaining medical care
  • divorce proceedings
  • selling or managing real property.

 

5. Legal Will Kit for Canada


This comprehensive Canadian Legal Will Kit provides the information, instructions, and forms needed to prepare your own legally structured will.

The Canadian Will Kit package includes:

  • A customizable Last Will and Testament template
  • Step-by-step information and instructions
  • Guidance to help you complete your will correctly
  • Comprehensive estate planning questionnaire

Creating a will allows you to:

  • Decide how your property and assets will be distributed
  • Name beneficiaries
  • Appoint an executor to administer your estate
  • Provide instructions regarding your final wishes
  • Help reduce uncertainty and stress for your family


Why do you need a British Columbia estate plan?


Many people put off estate planning because they assume it is only necessary for seniors, or for people with significant assets. In fact, every Canadian adult can benefit from having documents that explain their wishes and appoint trusted decision-makers.

Without proper planning, your family may face additional stress, delays, or uncertainty when dealing with your financial affairs, health care decisions, or estate administration.

A complete British Columbia estate plan can help you:

  • Make the decision-making process easier for your family and loved ones
  • Maintain control over important healthcare and financial decisions
  • Choose who manages your affairs if you become unable to do so
  • Clearly communicate your wishes


Why should I buy this B.C. estate planning package?

  • Assistance and guidance. Each document in this Estate Planning Package comes with instructions and information to guide you through it.
  • Reusable, editable forms. These fully editable MS Word forms are reusable and can be used by more than one person in your household, making this an affordable and practical way to organize your estate planning documents.
  • Easy download. The documents are compiled into a .zip file for easy downloading and extraction.
  • Compliance with laws. These Estate Planning Package forms are compliant with Canadian tax laws and the laws of the Province of British Columbia.
  • Save money. Purchasing this all-in-one Estate Planning Package saves you 40% compared with purchasing each document separately.


Prepare your British Columbia will, Power of Attorney, and Representation Agreement today and gain the peace of mind that comes from knowing you have planned for future eventualities.



Additional Resources

 

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