The Authors

The Firm

  • Locations

    Downey Office
    10841 Paramount Blvd.
    3rd Floor
    Downey, CA 90241

    Phone: (562) 923-0971
    FAX: (562) 869-4607

    Irvine Office
    1920 Main Street
    Suite 1000
    Irvine, CA 92641

    Phone: (949) 756-0684
    FAX: (949) 756-0596

    Long Beach Office
    100 West Broadway
    Suite 6030
    Long Beach, CA 90802

    Phone: (562) 901-3050
    FAX: (562) 901-3051

    Tredway, Lumsdaine & Doyle was established in the city of Downey in 1961. The firm expanded with the opening of its Irvine office in 1989, and its Long Beach office in 2001. From our centrally located offices in Los Angeles and Orange County, the firm services clients throughout Southern California.

    Consumer Practice Group
    • Estate Planning and Probate
    • Family Law
    • Personal Injury Law
    • Civil Litigation Law
    Business Practice Group
    • Business Litigation
    • Corporate and Business Law
    • Employment Law
    • Financial Institutions
    • Intellectual Property
    • Real Estate and Land Use Law

Disclaimer

  • The information in this blog is not legal advice, and your use of it does not create an attorney-client relationship. Any liability that might arise from your use or reliance on this blog or any links from this blog is expressly disclaimed. This blog is not legal advice, is not to be acted on as such, may not be current and is subject to change without notice.

« Friday Funny From Judge Judy. | Main | Burial at Sea. »

July 21, 2007

Those Fill In The Blanks -- A through N Isn't Enough.

Many notaries and office supply stores have those fill in the blank powers of attorney forms for you to complete without the advice of an attorney.  Here is a sample of the form that allows you check off letters A through N.

Sure, the form is only 2 pages long with information on both sides of the page and contains the standard powers -- banking, taxes, real property, etc.

But there are some powers that must be expressly stated or completely spelled out to be valid. And these standard fill in the blank forms either don't offer the choice or have room to completely spell out the additional powers that the California Probate Code requires to be completely spelled out. In these instances, checking the letter Q will not work.

One such power that is often omitted in a fill in the blank power of attorney, but can become very important is the power to create, modify or revoke a trust. See California Probate Code Section 4264. Further, Section 4264 lists other powers that must be specially enumerated or "expressly authorized" to be valid in a power of attorney.

For this reason, it is wise to have your power of attorney drafted by an estate planning attorney that can prepare a "long form" power of attorney to include specially enumerated powers important to make your estate plan complete.

TrackBack

TrackBack URL for this entry:
http://www.typepad.com/t/trackback/1103907/20242774

Listed below are links to weblogs that reference Those Fill In The Blanks -- A through N Isn't Enough.:

Comments

Post a comment

If you have a TypeKey or TypePad account, please Sign In