Financial Power of Attorney

Make Sure Someone You Trust Can Step In When It Matters Most

A financial power of attorney allows someone you trust to manage your finances if you're unable to. Whether you're planning ahead for peace of mind or preparing for an upcoming medical procedure, this document can help avoid court delays and protect your financial stability. We assist clients across McKinney, Prosper, Celina, and beyond in setting up clear, legally sound POAs that fit your life and values.

A pencil is writing on a piece of paper.

Draft Personalized Financial POA Documents

We tailor your power of attorney to your specific needs—broad or limited in scope, temporary or long-term.

A black and white drawing of a building with columns and a judge 's gavel.

Help You Avoid Guardianship Proceedings

Without a POA, loved ones may need to go to court for control. We help you prevent that with advance planning.

A black and white icon of a hand holding a group of people.

Work with Families During Medical Crises

When time is of the essence, we guide families through setting up a financial POA to manage urgent financial responsibilities.

A black and white drawing of a map with a pin on it.

Assist Clients with Out-of-State Properties or Dual Residency

Licensed in Texas and Florida, we help clients who split time or have assets in both states.

A black and white drawing of two tall buildings on a white background.

Plan for Business Owners and Real Estate Investors

If you run a business or own property, we help designate a trusted agent to handle matters if you're unavailable.

Frequently Asked Questions

Financial POAs are one of the most important—but most misunderstood—parts of an estate plan. Here are answers to the questions we hear most often.
Get In Touch!

  • Do I need a financial power of attorney if I'm married?

    Yes. Spouses do not automatically have full authority over each other’s financial decisions. A POA helps avoid legal limitations in emergencies.

  • Is a financial POA only for seniors?

    No. Anyone 18 or older can benefit—especially if you travel, own property, or want someone to step in temporarily during illness or surgery.

  • When does a financial POA go into effect?

    We help you choose between one that’s effective immediately or one that only takes effect upon incapacity, based on your preferences.

  • Can I limit what my agent can do?

    Yes. Your document can be as broad or specific as you’d like. We walk you through every option to make sure it reflects your wishes.

  • Is a power of attorney valid in another state?

    It depends. If you split time between states like Texas and Florida, we can ensure your documents are compliant in both jurisdictions.