How to Act as a Power of Attorney

This course teaches you about various authorities found in our powers of attorney and gives you some basic best practices that apply to all persons acting as a power of attorney fiduciary.

What the various paragraphs mean

Durability provisions
Lesson 1 of 3 within section What the various paragraphs mean. You must enroll in this course to access course content.
Banking and Investments
Lesson 2 of 3 within section What the various paragraphs mean. You must enroll in this course to access course content.
Who can act
Lesson 3 of 3 within section What the various paragraphs mean. You must enroll in this course to access course content.

Signing as agent

How to sign as agent
Lesson 1 of 2 within section Signing as agent. You must enroll in this course to access course content.
Working with the rest of the world
Lesson 2 of 2 within section Signing as agent. You must enroll in this course to access course content.

Record Keeping and liability

What records to keep and how long
Lesson 1 of 3 within section Record Keeping and liability. You must enroll in this course to access course content.
Who can demand records
Lesson 2 of 3 within section Record Keeping and liability. You must enroll in this course to access course content.
Liability and risk
Lesson 3 of 3 within section Record Keeping and liability. You must enroll in this course to access course content.

When does it end

Death of principal
Lesson 1 of 4 within section When does it end. You must enroll in this course to access course content.
Incapacity and guardianship court
Lesson 2 of 4 within section When does it end. You must enroll in this course to access course content.
Revocation by principal
Lesson 3 of 4 within section When does it end. You must enroll in this course to access course content.
All other reasons
Lesson 4 of 4 within section When does it end. You must enroll in this course to access course content.

Course Information

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Course Instructor

Lance McKinney Lance McKinney Author

What the various paragraphs mean

Durability provisions
Lesson 1 of 3 within section What the various paragraphs mean. You must enroll in this course to access course content.
Banking and Investments
Lesson 2 of 3 within section What the various paragraphs mean. You must enroll in this course to access course content.
Who can act
Lesson 3 of 3 within section What the various paragraphs mean. You must enroll in this course to access course content.

Signing as agent

How to sign as agent
Lesson 1 of 2 within section Signing as agent. You must enroll in this course to access course content.
Working with the rest of the world
Lesson 2 of 2 within section Signing as agent. You must enroll in this course to access course content.

Record Keeping and liability

What records to keep and how long
Lesson 1 of 3 within section Record Keeping and liability. You must enroll in this course to access course content.
Who can demand records
Lesson 2 of 3 within section Record Keeping and liability. You must enroll in this course to access course content.
Liability and risk
Lesson 3 of 3 within section Record Keeping and liability. You must enroll in this course to access course content.

When does it end

Death of principal
Lesson 1 of 4 within section When does it end. You must enroll in this course to access course content.
Incapacity and guardianship court
Lesson 2 of 4 within section When does it end. You must enroll in this course to access course content.
Revocation by principal
Lesson 3 of 4 within section When does it end. You must enroll in this course to access course content.
All other reasons
Lesson 4 of 4 within section When does it end. You must enroll in this course to access course content.
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