Understanding a Durable Power of Attorney in California

A Durable Power of Attorney (DPOA) is a simple but powerful legal document that lets you name someone you trust to handle your financial affairs if you ever can’t do so yourself.

In California, “durable” means the document stays in effect even if you become ill or unable to make decisions.

The DPOA is in force only while you are alive.

It is no longer in force after you die.

Without it, your family might need to go through a court process called conservatorship to manage your money, which can be costly and time-consuming.

Your chosen person, called your agent or attorney-in-fact, can help with things like paying bills, managing investments, or filing taxes. 

You can give them broad powers or limit them to certain tasks.

It’s important to choose someone responsible and trustworthy, and to review your DPOA regularly, especially after major life changes. 

An estate planning attorney can help make sure the document meets California’s specific requirements.

Having a Durable Power of Attorney in place gives you peace of mind knowing your finances will be managed smoothly if something unexpected happens.