Medical and Financial POA templates
FREE VERSIONS (included here)
- The FILL PDF link will take you to a fillable document that you can edit electronically before printing (blue fields in which to type).
- The ODT link will download a Microsoft Word document that you can edit manually before printing (no blue fields and text will move with typing).
Note that not all forms have all the above document types available. Those that are available are included.
PAID VERSIONS (not included)
- eForms, and other digital forms services, do have paid subscription options that allow you to create step-by-step professional-quality POA documents online. This does require that you create an account and place a credit card on file.
**Note the signature requirements at the end of each POA description. For a notary public, all involved parties must appear in person at the signing.**
- Medical Power of Attorney. Also called Florida Designation of Health Care Surrogate, and known as a Healthcare POA or healthcare proxy, this document gives your loved one the ability to appoint someone to make medical care decisions if they are unconscious, incapacitated, or mentally incompetent. The appointed person will be able to access medical records, speak to healthcare professionals, and make healthcare judgments and medical decisions based on your loved one’s treatment (or non-treatment) preferences. A Medical POA is a crucial component of advance care planning, allowing your loved one to ensure that their healthcare preferences are honored. It is important that the person selected be willing to advocate – even against opposition from others – for your loved one’s healthcare wishes. Requires two (2) witnesses.
- FILL PDF
- Living Will or Advance Directive. A legal document that allows your loved one to specify their preferences for medical treatment, especially in situations where they may be unable to communicate or make decisions. It typically includes instructions about life-sustaining treatments, resuscitation, and organ donation. Advance directives provide guidance to healthcare providers and loved ones, ensuring that the individual's wishes for medical care are honored. Requires two (2) witnesses.
- FILL PDF - MyFloridaLegal.com
- FILL PDF - FLSenate.gov
- FILL PDF - University of South Florida (USF)
- FILL PDF - FloridaElder.com
- Durable (Statutory) Power of Attorney. Grants someone else the authority to act on your loved one’s behalf in financial and legal matters. The term "durable" means that the POA remains valid even if your loved one becomes incapacitated or mentally incompetent. A Durable POA ensures that someone can manage your loved one’s affairs in such circumstances. It's important to carefully consider and clearly articulate the powers granted and to select someone capable of handling the specified responsibilities. Requires two (2) witnesses AND a notary public.
- FILL PDF - Standard Version
- ODT - Standard Version
- FILL PDF - JudicialTitle.org Version
- General (Financial) Power of Attorney. Grants someone else the authority to make financial decisions and manage financial affairs on behalf of your loved one. This document is typically used for a broad range of financial matters, and the powers granted can be extensive. Typically, this document is non-durable, meaning that the powers granted terminate if your loved one becomes incapacitated or mentally incompetent. (For powers to remain intact in these circumstances, a durability clause must be included or a Durable POA as above should be used instead.) It's essential to carefully consider and clearly articulate the powers being granted and to select someone trustworthy to handle financial affairs. The document provides flexibility for a broad range of financial matters, making it a powerful tool. Requires two (2) witnesses AND a notary public.
- FILL PDF
- Limited Power of Attorney. Grants someone else specific and restricted authority to act on behalf of your loved one; to perform a specific task or act for a specific time period. Unlike a General POA, a limited power of attorney narrows the scope of authority, therefore it is important that the task and/or timeframe is carefully and clearly defined so as not to be interpreted more broadly or misunderstood. Limited powers of attorney are useful when your loved one needs assistance with specific tasks but does not want to grant broad authority. Requires two (2) witnesses AND a notary public.
- FILL PDF
While the documents contained here are considered legally binding when properly executed, no content in this app, regardless of date, should ever be used as a substitute for any direct legal advice you receive from your lawyer or other qualified legal professionals.
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