Power of Attorney Florida
Life is dynamic, and relationships can change over time.
If you’ve named someone as your agent in a Power of Attorney (POA) and your relationship with them has since changed, it’s essential to address this promptly.
Here’s what our Brandon, Florida estate attorneys suggest that you do:
Reevaluate Your Decision
– Before making any changes:
Reflect on the reasons for your initial choice.
Consider the nature of your falling out. Is it temporary, or do you foresee a permanent rift?
Determine if your concerns directly impact their ability to act in your best interest.
Consult with a Florida/Brandon Estate Attorney
– If you decide to make changes:
Seek guidance from an attorney experienced in estate planning.
They can advise you on the best course of action and ensure all legal procedures are correctly followed.
Revoke the Current POA (Power of Attorney)
– To change the agent named in your POA:
You must first revoke the existing document.
Notify the current agent of the revocation in writing.
Inform any institutions or entities that have a copy of the old POA about the change.
Draft a New Power of Attorney
– With the help of your attorney:
Create a new POA document naming a new agent.
Ensure it clearly states that it supersedes any previous POAs.
Choose a Trustworthy Agent
– When selecting a new agent:
Consider their ability to make decisions that align with your wishes.
Ensure they are willing to take on the responsibility.
Discuss your expectations and wishes with them in detail.
Inform Relevant Parties
– Once you’ve established a new POA:
Provide copies to any institutions or individuals that require it, such as banks or medical providers.
This ensures they recognize the authority of the new agent.
Store Documents Safely
– Keep the new POA and the revocation notice in a safe place.
Inform a trusted individual or your attorney about their location.
Final Thoughts on a Florida Power of Attorney: Relationship changes
Changes in relationships can be challenging, but it’s crucial to ensure that the person holding your Power of Attorney is someone you trust implicitly. If circumstances change, take proactive steps to protect your interests and wishes.
Our Brandon, Florida Estate Attorneys are here to guide you through every step, ensuring your peace of mind and security. If you have questions or need assistance, contact us at (813) 438-8503.