CALIFORNIA

Appoint an agent to sign documents and obtain a mortgage loan for you with this California Durable Special Power of Attorney for Mortgage Loan Closing.

• This Power of Attorney gives your attorney-in-fact the power and authority to execute all the necessary documents and to grant the lender a mortgage over property that you own.
• The Power of Attorney is durable, which means it will stay in effect even if you were to be declared incapable of handling your affairs.
• This is a specific Power of Attorney, because it only gives your attorney-in-fact the power to act for you with respect to the mortgage loan, and not for any other purpose.
• Available in MS Word format.
• Intended to be used only in the State of California.

Under California law, you must notify your attorney-in-fact in writing that you are revoking his/her authority. You can do that with this Revocation of Power of Attorney form.

• You can revoke your Power of Attorney at any time, so long as you are mentally competent.
• You should give a copy of the signed Revocation form to your attorney-in-fact, and to every third party (such as your bank) who has a copy of the Power of Attorney on file.
• If you don't notify them in writing, neither your attorney-in-fact nor the third party can be held legally liable for relying on the Power of Attorney.
• This form is provided in MS Word format.
• Intended for use only in the State of California.

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

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.
• The form includes information and instructions to help you complete it.
• This is Form 3-1 issued by the California Hospital Association.
• Available in PDF format.