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What Do You Tell Your Agent?

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Confer with the person you will name agent so that he (or she) understands what will be expected of him and confirm his willingness to serve. Many people choose not to inform the person they’ve named agent. While this might prove advantageous if years from now you change your power and name someone else, it will make it extremely difficult for that person to step in and help if any of the risks that are motivating you to prepare a power of attorney in the first place actually occur. If you are uncomfortable informing the person you named agent, it’s a good sign you’ve named the wrong person.

Caution: If you don’t speak with the person named agent, he will not know to step up to the plate if you are ill or injured. Also, what if he doesn’t want to serve? The best time to find that out is while you planning the document, not in the midst of an emergency.

Powers of Attorney

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