changing power of attorney

Trumbull Estate Lawyer on Navigating Changes to Your Power of Attorney

  • By Franklin Drazen
  • |
  • Posted December 14, 2023

Life is ever-changing, and so are our relationships. If you've previously designated someone as your agent in a Power of Attorney (POA) and feel that the dynamics of your relationship have shifted, it's crucial to act swiftly. Begin by introspecting the reasons behind your initial selection. Consider the nature of your disagreement or distance – is it a temporary phase or a lasting divide? Most importantly, assess if the changes in your relationship compromise their capacity to prioritize your best interests.

Seeking Legal Counsel

Should you decide that a change is warranted, it's imperative to consult with a seasoned estate attorney in Trumbull. Your attorney’s job is guiding you down the right path, ensuring that all legal protocols are meticulously followed.

Revoking the Existing POA

The first step is to annul the current document to appoint a new agent in your POA. This revocation should be communicated in writing to the existing agent. Additionally, informing any organizations or third parties that possess a copy of the old POA about this modification is essential.

Drafting a Fresh Power of Attorney

With the assistance of your attorney, craft a new POA document that designates a different agent. This document should explicitly mention that it overrides any prior POAs.

Selecting a Reliable Agent

The choice of a new agent is pivotal. Their decision-making should resonate with your desires and values. It's equally vital to ensure they are prepared for this responsibility. Engage in a thorough conversation with them, outlining your anticipations and aspirations.

Notifying Concerned Entities

Upon finalizing a new POA, distribute copies to relevant institutions or individuals, like banks or healthcare providers. This step ensures the new agent's authority is acknowledged and respected.

Safekeeping of Documents

Preserve the newly drafted POA and the notice of revocation securely. It's also wise to inform a dependable person or your attorney about where these documents are stored.

Final Thoughts

Navigating the complexities of evolving relationships can be daunting. However, having an agent in your Power of Attorney whom you have unwavering faith in is important. If situations change, be proactive in safeguarding your preferences and rights. Our Trumbull estate attorneys are committed to supporting you at every turn, guaranteeing your tranquility and safety. For any questions or assistance, reach out to us at 203-877-7511.

Contact our Trumbull estate planning lawyers located in Milford and Hartford, Connecticut.