Fort Myers, FL asked in Estate Planning and Real Estate Law for California

Q: What is the cost of a durable POA in CA? My sister resides in CA. She had a stroke in July; now in rehab facility in CA.

I need to obtain a POA for her. I'm in Florida. The only assets she has, to my knowledge, are 2 cars (in CA), a bank account (in CA - don't know if anything is in at this point) and some land in FL (which she was considering selling before her stroke). She also as a list of credit card accounts. We will be relocating her to FL in the very, very near future. Is it advisable to obtain a POA in CA or FL?

Ms. Whitehurst, what other "eventualities" are you referring to? And, Mr. Gaffney, so, is it necessary and/or advised to obtain a physician's letter stating she has "the mental capacity to understand what she is signing"? We are awaiting approval for SSI and Medicaid - is it advisable for her to keep her piece of land property or sell it?

3 Lawyer Answers
Nina Whitehurst
PREMIUM
Nina Whitehurst pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
Answered

A: Here is the California statutory power of attorney form available for free online: https://www.smclawlibrary.org/forms/PowerOfAttorney.pdf

However, it is very basic and does not cover many eventualities that you may want/need in the future. For a custom power of attorney, you should engage an experienced elder law attorney. I am also licensed in California.

The documents created in California should generally be valid and recognized in Florida when she moves to Florida, but to be safe you should contact a Florida attorney if/when she moves to see if any updates are needed.

Jeffrey Louis Gaffney and James Edward Berge agree with this answer

1 user found this answer helpful

A: If she is in California then you need to do it in California, because she has to sign the Power of Attorney in front of a notary.

The big question is: Does she have the mental capacity to understand what she is signing? If she cannot, then the PoA will do you no good and you need a conservatorship instead, which is not simple and takes several months (though there is a way to get an "emergency one" that will fill that several month gap, but even that is not instant).

As to cost, it is just a form downloadable from the internet. The State of California has an official one that you can get by Googling "California Statutory Power of Attorney".

James Edward Berge agrees with this answer

1 user found this answer helpful

A: Besides a statutory general durable power of attorney which you can readily find online, you should also see if the bank or other financial institution has a downloadable power of attorney specific to their institution. Banks generally like their own form power of attorneys more than they like general power of attorney forms that you can readily find online.

1 user found this answer helpful

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.