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FAQ – Estate planning
Forms
Consultation questionnaire
Last will and testament
Financial power of attorney (POA)
Medical power of attorney (POA)
Trust agreement – Married couple
Individual pour-over trust
Guardianship election for minors
Living will
About The Ala Firm
Financial Power of Attorney
Complete this form if you are having The Ala Firm prepare a Financial Power of Attorney for you. If you are married, each spouse should complete a separate form/entry.
Step 1 of 4
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Your Name
*
First
Middle
Last
Do you wish to have your Financial Power of Attorney effective immediately? (typically recommended)
Yes
No
If you choose no, your financial power of attorney will only become effective if you are determined to be incapacitated or unable to make decisions regarding your finances.
Designation of Primary Agent
Do you wish to have your spouse act as your primary agent?
Yes
No
If you are not married, please select "no".
Provide the full name of your primary agent
First
Middle
Last
Primary agent address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Primary agent phone
Primary agent email address
Designation of Alternate Agents
Provide the full name of your first alternate agent
First
Middle
Last
First alternate agent address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
First alternate agent phone
First alternate agent email address
Do you wish to identify a second alternate agent in your financial power of attorney?
Yes
No
Provide the full name of your second alternate agent
First
Middle
Last
Second alternate agent address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Second alternate agent phone
Second alternate agent email address
Specific Grant of Authority
Each of the following powers must be specifically granted to your agent and are not included in the "general" grant of authority under Colorado law.
Please choose those powers that you wish to grant to your agent.
Select All
To create a trust for the benefit of my beneficiaries.
To transfer property into a trust.
To amend or revoke an existing trust.
To remove property from an existing trust.
To direct a trustee of a trust to distribute income or principal for my use.
To make a gift that does not exceed the gift tax exemption amount.
To create a right of survivorship (real or personal property held in joint tenancy, such as homes, bank accounts, investments, etc.)
To revoke a right of survivorship.
To amend a right of survivorship.
To create a beneficiary designation (for example, a beneficiary on a life insurance policy or retirement account) or beneficiary deed
To amend a beneficiary designation or beneficiary deed.
To revoke a beneficiary designation or beneficiary deed.
To delegate authority provided in your financial power of attorney.
To waive my right as a beneficiary of a joint and survivor annuity (for example, a survivor benefit under a retirement plan).
To exercise any power I might have as a fiduciary for another person or trust (for example, to exercise a power of appointment, or the power to appoint, remove, and/or direct a fiduciary)
To renounce or disclaim any interests and powers I may have.
To exercise or release a power of appointment I may have (except for a general power of appointment for your benefit).
To exercise authority I have as a member, partner, or manager of a business entity.
To name one or more successor agents if my named successor agent is unable or unwilling to serve.
Compensation of Agent
Agents are typically reimbursed for all reasonable expenses, and/or are paid for the services rendered while acting as your agent.
Which of the following statements best describes your wishes?
I wish to reimburse reasonable expenses and provide reasonable compensation for services in fact provided by my agent.
I wish to reimburse reasonable expenses incurred by my agent.
I do not wish to reimburse either expenses or compensate for services provided by my agent.
