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  • Home
  • Annuities
      • What is an Annuity?
      • Fixed Annuities
      • Fixed Indexed Annuities
      • CD Annuities
      • Income Rider
      • Income Calculator
  • Insurance
      • Term Life Insurance
      • Indexed
      • Universal Life Insurance
      • Long-Term Care
      • Life Insurance with Long Term Care Rider
  • Estate Planning
      • Revocable Living Trusts
      • Irrevocable Trusts
      • Special Needs Trusts
      • Life Insurance Trusts
      • Trust Amendments
      • Trust Restatements
      • Wills
      • Codicils
      • Deeds (Property Transfer)
      • Beneficiary Deeds
      • Financial Power of Attorney
      • Advanced Health Care Directives
      • Mental Health Care Power of Attorney
      • Estate Settlement
  • Tax Planning
  • Tools
    • Useful Links
    • Tax Resources
    • Glossary
    • Calculators
    • Client Intake Form
  • The Retiretastic Show

Power of Attorney

Step 1 of 5

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  • Section A:
    Client Personal Information

  • Client 1






  • Client 2

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  • Section B:
    Durable Power of Attorney for Asset Management

    In the event you become incapacitated, the person(s) you have chosen as Power of Attorney, or “Attorney in Fact,” is to act on your behalf in managing your assets that have not been put into your trust. Your spouse would ordinarily be named as Primary Agent.
    • Power of Attorney for Client 1:
    • Power of Attorney for Client 2:
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  • Section C:
    Durable Power of Attorney for Health Care

    In the event you become incapacitated, the person(s) you have chosen as Power of Attorney, or “Attorney in Fact,” is to act on your behalf in making health care decisions for you. Your spouse would ordinarily be named as Primary Agent.
    • Power of Attorney for Client 1:
    • Power of Attorney for Client 2:
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  • Section D:
    Tell Us More

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  • ACKNOWLEDGMENT: I/We have read the information on this application and confirm that it is true and correct.
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Sun City Office

10001 West Bell Road
Suite 148
Sun City, AZ 85351

Phone: 623-561-2323

Las Vegas Office

9550 South Eastern Ave.
Suite 253
Las Vegas, NV 89123

Phone: 702-835-6190

Corporate Mailing Address

20280 North 59th Avenue
Suite 115-321
Glendale, AZ 85308

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