California Limited Power of Attorney Form

A POA document grants authority to another person to act on the principal’s behalf. A California limited power of attorney form recognizes rights and responsibilities that an appointed individual obtains to conduct issues regarding one’s estate or personal property.

This legal paperwork empowers the appointed agent to maintain, dispose of, and trade one’s estate and personal property within the contract’s valid period. Unlike a durable alternative that doesn’t have any expiry date unless revoked, a limited POA offers the declarant to choose the document’s validity and expiry date.

Check out what other California POA forms you can create by following this link to our article.

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Although the attorney-in-fact can represent the declarant in most issues connected with the described property, they cannot gift or transfer ownership over the property to themselves unless they have special authorization and directions. Disobedience may result in felony accusations and penalties.

If a person wishes to create a California limited power of attorney form, he or she should:

  • Submit proof of Identity
  • Provide acknowledgment by a notary public
  • Define certain powers. This type of POA does not authorize the appointed individual to render medical or financial decisions and run issues regarding minor children and vehicles.
  • Specify amendments

The principal may grant a specific payment to his agent for loyalty and property supervision.

California Limited Power of Attorney Form Details

Document Name California Limited Power of Attorney Form
Other Name California Special Power of Attorney
Relevant Laws California Probate Code, Section 4121
Avg. Time to Fill Out 8 minutes
# of Fillable Fields 32
Available Formats Adobe PDF

Filling Out California Limited POA

Completing the document might be challenging because of the high pressure and responsibility involved. Nonetheless, we offer a comprehensive guide o help you create a valid template effortlessly. We encourage you to use our latest software to generate and download the right template.

1. Identify the Declarant

Once you have the limited POA template, you can proceed to fill out the form immediately.

The first spare lines are devoted to the principal. If you are the one, write your legal name and complete physical address, including street, city, and state.
Step 1 to filling out a california limited power of attorney - declarant

2. Appoint an Attorney-in-Fact

To designate an agent, enter his or her legal name and current residence, including street, city, and state.
Step 2 to filling out a california limited power of attorney form - agent

3. Specify the Powers

List the instructions that the agent should follow as your legal representative. Fill the lines in a free format and specify if there are any restrictions.
Step 3 to filling out a california limited poa template - powers

4. Define the Effective Date

Choose between the alternatives by placing your initials next to the preferred scenario. You are free to grant immediate powers or specify the date when the contract becomes operative.
Step 4 to filling out a california limited power of attorney sample - effective date

5. Specify the Date of Termination

This section concerns the revocation of the California limited power of attorney. Decide on the preferred option and place your initials.
Step 5 to filling out a california limited poa example - termination date

6. Appoint an Alternative Agent

Should the assigned agent fail, refuse, or cancel the service, you can designate a successor beforehand. Make sure to list the alternative agent’s name, current residence, and contact phone number (if applicable).
Step 6 to filling out a california limited blank power of attorney - alternative agent

7. Collect Signatures

Read the paperwork attentively. If everything is accurate and relevant, place your signature and insert the current date.

Do not sign the limited power of attorney template without a notary public witnessing the procedure.
Step 7 to filling out a california limited poa - signatures

8. Notarize the Limited POA

Once all slots are completed and you are ready to sign the document, do it in the presence of a notary public and then collect their authorization.

The notary will acknowledge only the identities of the declarant and the attorney-in-fact and affix the state seal and the signature to validate the form. The notary does not certify the accuracy of the paperwork itself.
Step 8 to filling out a california limited power of attorney sample - notarization

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Published: Jun 11, 2021