Built for adult children
This page is written for the son, daughter, or caregiver helping a parent get a financial POA organized.
Caregiver support page
A guided self-help path for adult children helping a parent prepare a financial POA. Free to start, $35 only if you download.
Start with a fit check
Use the short fit check first so we can point you toward the closest self-serve POA path for your family.
This check is for orientation only. It does not replace legal advice.
This page is written for the son, daughter, or caregiver helping a parent get a financial POA organized.
The fit check keeps you focused on the closest starting point instead of sending you through unrelated legal products.
Capacity concerns, family conflict, or institution-specific requirements are signs to pause before drafting.
The fit check is free. You pay $35 only if you decide to download the draft.
These are the questions families usually ask before they start a POA for a parent.
Yes, you can help gather information and move through the workflow if your parent can understand what they are signing and wants to proceed. The decision and signature still belong to your parent.
Pause if memory loss or early dementia makes it unclear whether your parent understands the document or agrees voluntarily. That may be a sign self-serve is not the right fit and legal help may be appropriate.
Pause if siblings or other relatives disagree, claim someone is being pressured, or may challenge the document later. That kind of conflict may put the situation outside a self-serve workflow.
Banks and other institutions can have their own review process and may prefer their own forms. We cannot guarantee acceptance.
Ask whether that form is required before paying for a draft. If the institution requires its own form or custom wording, self-serve may not be the right fit and legal help may be appropriate.
In this workflow, a general POA is typically the broader ongoing-help path and a special POA is typically the limited-task path. The fit check helps you start with the closer path, but it is not legal advice.
The fit check is free. The POA draft costs $35 only if you choose to download it.
No. Online notarization is a separate optional step and is not included in the $35 POA download.
Self-serve may not fit if any of these are true:
Use the fit check first. It is the quickest way to see whether a self-serve POA path still makes sense for your family.
Go to the fit check