Statuette of Themis - the goddess of justice on lawyer's desk. Lawyer is stamping the document. Law office concept.One critical component of your estate planning is determining the individuals you would like to work with to craft your plan as well as to carry out the management of your affairs if you are unable to do so. While it might seem like the hardest part of this equation involves determining your individual wishes and desires as it relates to your medical care or finances, it is equally important to think about the person you choose to represent you in these matters.

Your assigned agent for your power of attorney may also be referred to as your attorney in fact. This designated individual is your family member or friend. They do not need to have specific expertise or a license but it is important to understand what they do as well as to have a conversation with them about whether they wish to become the power of attorney agent. Some of the most common questions you need to ask when determining an agent include:

  • Is this individual financially responsible?
  • How does this individual handle their own legal and financial affairs?
  • Do you trust this individual with your legal and financial affairs?
  • Will this person charge you a fee?
  • Does this person want to serve as your agent?

Contact an estate planning lawyer in Pasadena to learn more.

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