Expert Power of Attorney Services at Heban, Murphree & Lewandowski, LLC

POA Services in Ohio

A Power of Attorney (POA) is a legal document that grants a trusted individual, known as an agent or attorney-in-fact, the authority to manage personal, financial, and health-related decisions on behalf of another person, termed the principal. This tool is crucial because it ensures that the principal’s affairs can be handled according to their wishes should they become incapacitated or unable to make decisions due to health reasons or other circumstances.

By establishing a POA, individuals can proactively designate someone they trust to oversee important matters such as executing financial transactions, managing healthcare needs, and making critical life decisions. Thus, they can ensure continuity and security in managing their affairs, regardless of the future.

Why Choose Heban, Murphree & Lewandowski, LLC

Heban, Murphree & Lewandowski, LLC brings a wealth of expertise and years of dedicated experience to the table. We specialize in constructing thorough Power of Attorney documents altered to individual needs.

Working with our knowledgeable and reputable legal team offers significant benefits, including the assurance that your POA will adhere to all legal standards and accurately reflect your intentions. This expertise ensures that all documents are legally enforceable and provides clients with peace of mind, knowing their personal, financial, and healthcare decisions are in capable hands, safeguarding their interests and those of their loved ones.

Types of Power of Attorney We Offer

Power of Attorney (POA) documents come in various forms to address different aspects of an individual’s life and needs. Understanding the distinct types of POAs and how they apply can help you choose the right one for your circumstances:

  • Durable Power of Attorney: Designed to remain in effect even if the principal becomes incapacitated, this POA ensures continuous management of all specified affairs without interruption.
  • Healthcare Power of Attorney: This empowers a chosen agent to make medical decisions on the principal’s behalf when they cannot do so themselves, which is crucial for ensuring that healthcare preferences are respected.
  • Financial Power of Attorney: Focuses on giving the agent authority to handle financial matters—from paying bills to managing investments—ensuring financial stability and continuity.
  • General Power of Attorney: This document grants broad powers to an agent, usually for a limited time or under specific circumstances, such as when the principal travels abroad and needs someone to manage their affairs at home.

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Legal Requirements and Considerations

In Ohio, for a Power of Attorney (POA) to be considered valid, it must be executed by an expert who understands its implications and the authority it grants.

Ohio law requires that the principal sign the POA in the presence of a notary public to enhance its legitimacy, especially when used with financial institutions, although notarization is not strictly mandatory. The document must specify the powers granted to the agent, whether broad or limited to specific acts. The POA should also indicate whether it is durable, meaning it remains in effect if the principal becomes incapacitated.

For maximum compliance and efficacy, it’s advisable to include clear, unambiguous language detailing the conditions under which the POA activates and any circumstances leading to its termination.

Our Process

At Heban, Murphree & Lewandowski, LLC, we guide you through creating a Power of Attorney (POA) focusing on customization and personal attention. Here is how we help you establish a POA:

  1. Initial Consultation: We start with a personal consultation to understand your specific needs and determine the most suitable type of POA, whether durable, healthcare, financial, or general.
  2. Evaluating Your Needs: We assess your financial situation, health, and family dynamics to ensure the POA aligns with your life circumstances.
  3. Drafting the POA: We draft a customized POA that clearly outlines the powers granted to your agent, ensuring clarity and adherence to legal standards.
  4. Review and Revisions: We review the draft with you, explaining every part to ensure you fully understand and agree with the contents. We incorporate any feedback to perfect the document.
  5. Notarization and Execution: Once finalized, we oversee the signing of the POA in the presence of a notary public at our office or a location convenient for you, making the document legally binding.
  6. Registration (if necessary): If the POA involves real estate or other specific assets, we handle registration with appropriate entities to ensure enforceability.
  7. Safekeeping and Copies: We advise securing the original POA’s storage and providing certified copies for your agent and relevant institutions.
  8. Ongoing Support: We remain available to answer any questions and provide updates or amendments to the POA as needed.

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Need Legal Help?

If you’re in Ohio and considering establishing a Power of Attorney, don’t go at this crucial decision alone. At Heban, Murphree & Lewandowski, LLC, we offer a free consultation to discuss your POA needs in detail, ensuring your legal documents align perfectly with your circumstances and legal requirements. Take the first step towards securing your future and safeguarding your interests today.

Schedule your free consultation by calling us at 419.662.3100 or filling out a form!