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Georgia Financial Power of Attorney

Let Someone You Trust Handle Money If You Can’t

Serving Atlanta and all of Georgia. A Georgia Financial Power of Attorney (often durable) lets a person you choose step in to pay bills, manage accounts, sign checks, handle taxes, and deal with property if you’re sick, injured, traveling, or facing memory issues.

Good news: it’s FREE when you request our Free Estate Plan (Foundations Package). We draft it to Georgia law and give you exact signing steps—so life keeps moving even when you can’t.

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Why Georgia Families Put a POA in Place

  • Avoid court control. Without a POA, family may need a public, costly guardianship to act.
  • Keep bills paid on time. Your agent can manage banking, mortgages, utilities, insurance, and taxes.
  • Prevent account lockouts. Banks talk to your agent, not strangers.
  • Protect against misuse. We can limit powers, name backups, and require records.
  • Keep businesses running. Your agent can handle payroll, vendors, leases, and contracts if you’re sidelined.

Reminder: Your Financial POA is included FREE with our Foundations Package.

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What a Georgia Financial POA Can Do

  • Banking & bills: pay utilities, mortgage, credit cards; transfer funds; access safe-deposit boxes.
  • Investments: talk to advisors; buy/sell securities; manage brokerage accounts.
  • Property: buy/sell/lease/maintain real estate and vehicles (with proper wording).
  • Taxes & legal: sign returns, work with the IRS/GA DOR; handle claims and settlements.
  • Business: manage LLC or small-business tasks, payroll, vendors, and contracts.
  • Benefits: work with Social Security, Medicare, pensions (with separate forms as needed).
  • Customization: immediate or “springing” (starts after a doctor says you’re incapacitated); gifting and other “hot powers” only if you explicitly allow them.
  • Revocation: you can change or revoke it any time while competent.
  • Ends at death: your will or trust controls after you pass.

Medical choices are separate. Use a Georgia Advance Healthcare Directive (included FREE with Foundations) for doctors and hospitals.

What’s Included in Your Financial POA Package

Attorney-Prepared Georgia Financial POA

  • Durable language so it keeps working if you’re incapacitated
  • Immediate or springing activation—your choice
  • Clear limits on gifting, beneficiary changes, or real-estate authority (grant only what you want)
  • Primary and successor agents (and co-agents if desired)

Bank & Institution Acceptance Kit

  • Agent Certification and Instruction Letter (plain English)
  • Bank/brokerage cover letters and common institution forms
  • Optional recording help if the POA will be used for real-estate transactions

Signing & Storage Made Easy

  • Georgia signing checklist (notary + 1 witness for the statutory form)
  • Wallet-size agent card with emergency contact info
  • Simple where-to-store and who-gets-copies guidance

Helpful Add-Ons (As Needed)

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How It Works (Simple & Fast)

  1. Choose Your Path — Get your Free Estate Plan (Foundations) and receive this POA at no cost, or book a call if you want guidance first.
  2. Draft & Review — We craft your Georgia POA with the right limits and backups, plus your acceptance kit.
  3. Sign & Share — Sign with notary + witness, store the original safely, and give copies to your agent and key institutions.

See if we’re a fit — Book Your Free Strategy Call

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Who This Helps Most

  • Seniors & caregivers — Keep bills paid and accounts managed without a court guardianship.
  • Married couples — Let a spouse act immediately for banking, taxes, and property if one is sidelined.
  • Adult children helping parents — Step in during hospital stays, memory issues, or rehab without red tape.
  • Business owners — Keep payroll, vendors, leases, and contracts moving if you’re unavailable.
  • Real estate owners/landlords — Pay mortgages, sign documents, and manage rentals when you can’t.
  • Frequent travelers / snowbirds / military — Handle finances from out of state or overseas.
  • Planned surgeries or chronic conditions — Ensure someone you trust can act the moment it’s needed.
  • Single parents & blended families — Choose who manages money (not an ex or a relative you wouldn’t pick).
  • Families with trusts or LLCs — Align agent authority with your revocable trust and business entities for smooth operations.
  • Anyone who wants to avoid court control — Prevent a public, expensive guardianship or conservatorship.

What Our Clients Say

“It was so simple and easy.” We are so grateful for the peace of mind we have. The team was patient, kind, and incredibly knowledgeable. – Tracy

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“This gave me peace of mind.” I couldn’t be happier with our experience. They truly cared about helping my family, and they made sure we understood every step. – Rachel

Our Family Serving Yours

We own rental properties and run a business ourselves, so we understand the risks families face when building wealth.

Over the past 10 years we’ve worked in real estate, tax, estate planning, and probate law, and we’ve set up asset protection for our own business, rentals, investments, and children.

This firsthand experience means we know exactly how to design a plan that works in real life—not just on paper.

Common Questions We Get

Is this really free?

Yes. Your Georgia Financial POA (plus acceptance kit and signing checklist) is FREE with our Free Estate Plan (Foundations Package).

No. Financial power of attorney is for money and property. Use a Georgia Advance Directive for medical decisions.

Either right away or only if you’re incapacitated (springing). We’ll set the trigger you prefer.

Georgia’s POA law allows you to compel acceptance of a valid POA. Our acceptance kit helps prevent delays.

Yes—co-agents, a primary + successors, or both. We’ll set clear tie-breakers.

It ends at death, or sooner if you revoke it while competent.

Ready to Start?

We release a limited number of Free Estate Plans each week so every family gets personal attention.

Get yours now—your Financial Power of Attorney is included at no cost.

Fill out the form to get yours. 

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