Create a simple summary for the person who would step in to advocate for you.
A free guide to help you document what matters.
Does your Power of Attorney Have What they need to Help You?
Every adult should have a Durable Power of Attorney (POA). This document provides the named agent authority to manage financial, property, and legal matters for you should you be unable to act for a variety of reasons including incapacity.
Use this free guide to ensure the person who would step in to help you has what they need to serve you well.
The three reasons why it’s important for you to provide this in advance:
1) The person you have named is unfamiliar with your finances and accounts and will be
unable to help you.
2) It can take weeks to months for financial institutions to accept and recognize the person
you have named in your Durable Power of Attorney (POA) if they have to establish it
without your participation.
3) You can avoid costly mistakes and penalties by providing this to your POA before they
would ever need to step in and help.
USE THIS GUIDE TO CREATE YOUR INFORMATION ROADMAP
Communicate your Finances Clearly
Document your cash flow roadmap to show income, expenses, and account details.
Save Money
Don't get charged overdraft, late penalties, or miss out on submitting claims for reimbursement.
Save Time
Know what to save and what to shred so you stop fighting the piles of paper accumulating on your desk, and in your file cabinet.
Provide Online Access
Going online may be the only way your POA can quickly support you. This guide includes a simple way to document your lock screen codes, usernames, passcodes, PINs, and Security Questions.
ABOUT KAY
Hi. I'm Kay H. Bransford and I wrote the book on how to get your personal information organized ... like your financial accounts, medical history, online passcodes, and even household records. When my parents started having medical issues and I needed to help them, even with a power of attorney in hand, I realized that I didn't have the knowledge I really needed to step in ... which account(s) paid the insurance, utilities, mortgage ... what was the source of their income?
The system I created led MemoryBanc to win the AARP Foundation award for "Older-Adult Focused Innovation," and the workbook version hit Amazon best-seller status before it was even released to the public. I didn't stop there. I know it is overwhelming and I want to help every family be ready for whatever life throws at you. Make it easy for the person you have named Power of Attorney by getting your information in order and giving it to them. I am giving away this free guide to help get you started.
In a week, I will follow up to help you through this guide. Please reach out and ask questions—I'm happy to help. You can reach me at Kay@MemoryBanc.com or call the office at 703.436.2827
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