{"id":12787,"date":"2023-09-24T06:00:33","date_gmt":"2023-09-24T11:00:33","guid":{"rendered":"https:\/\/legaltalktexas.hammerle.com\/?p=12787"},"modified":"2025-06-18T12:51:45","modified_gmt":"2025-06-18T17:51:45","slug":"5-important-steps-for-durable-power-of-attorney-agent","status":"publish","type":"post","link":"https:\/\/hammerle.com\/legaltalk\/estate-planning\/5-important-steps-for-durable-power-of-attorney-agent\/","title":{"rendered":"Five Important Steps for the Durable Power of Attorney Agent"},"content":{"rendered":"<p><i><span style=\"font-weight: 400;\">\u201cIn a manner familiar to anyone who had ever packed a car for a family trip, genial confusion gave way to impatience, then furious ultimatums, then ill-advised snap decisions.\u201d Neal Stephenson, bestselling author<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">And there you sit, looking at a document titled Durable Power of Attorney and wondering what you can do because you just found out your dad has been sending $5,000 money orders \u2013 lots of them &#8211; to his online girlfriend Sexy Sheila to pay for her car repair and emergency surgery and a plane ticket to the States so she can marry him, and now it looks like you will need to swoop in and preserve what is left of his wealth.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Didn\u2019t take you long to move from confusion to snap decision, did it?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let me help you out. The <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/what-is-a-durable-power-of-attorney\/\"><span style=\"font-weight: 400;\">Durable Power of Attorney<\/span><\/a><span style=\"font-weight: 400;\"> is the document that your dad signed, before his present confusion, authorizing an agent \u2013 you- to manage his financial affairs. If you are in luck, it was prepared by a competent attorney pursuant to Texas law and was signed by your dad in front of a notary.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/six-common-power-of-attorney-documents-in-texas\/\"><span style=\"font-weight: 400;\">power of attorney<\/span><\/a><span style=\"font-weight: 400;\"> is a complex document. You should review it in steps.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Find Out if There\u2019s a Co-Agent Listed<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Look at the part that names agents. If you are listed first, then you get to serve. If your dad named someone to serve with you as a co-agent, then gird up and prepare to enter Hell. Co-agents can cause all sorts of problems, including exposing you to civil and criminal liability. You should talk to a lawyer before agreeing to serve with a co-agent.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Find Out When the Power of Attorney Becomes Effective<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Find the language regarding when the power of attorney becomes effective. If it says words similar to \u201cthis power of attorney Is not affected by subsequent disability or incapacity of the principal,\u201d then your authority as an agent starts now. If it says \u201cthis power of attorney becomes effective on the disability or incapacity of the principal,\u201d then you have been given a \u201cspringing\u201d power and you have a big problem. You have no authority to act until you can prove, to the satisfaction of a third party like a bank, that your dad is disabled or incapacitated. Springing powers of attorney are tough to enforce.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Look for the Itemized Powers<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Review the powers that are itemized in the power of attorney. You can exercise only those powers that are listed. A power of attorney that gives you \u201cgeneral\u201d authority conveys the authority described in the Estates Code, Chapter 752. You will need to look up the statute for the full description.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Review for Hot Powers\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A power of attorney could also give you <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/hot-powers-for-the-masses-a-useful-tool-that-should-be-used-carefully\/\"><span style=\"font-weight: 400;\">\u201chot\u201d powers<\/span><\/a><span style=\"font-weight: 400;\">. Those must be expressly granted in the document. These include setting up a revocable trust, making gifts, managing rights of survivorship or beneficiary designations, and delegating your authority under the power of attorney.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Research Your Power of Attorney Duties<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Once you have finished reviewing the document, you should research your duties under the law. These are deceptively simple.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You have a fiduciary duty to your dad. You must put his interests above your own and inform him of your actions. Your actions as an agent will be binding on your dad. You do not have authority to act against your dad\u2019s wishes; he retains the right to make his own decisions. Your dad can fire you as an agent at any time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Can you use your powers under the Durable Power of Attorney to block the Sexy Sheila scam? Maybe. Check with an attorney before you take your first action. Ill-advised snap decisions can backfire.\u00a0 \u00a0 <\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Did You Recently Become Power of Attorney? Hammerle Morris Can Help<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you were recently named power of attorney and need legal advice, <\/span><a href=\"https:\/\/hammerle.com\/lewisville-attorney\/\"><span style=\"font-weight: 400;\">schedule a consultation<\/span><\/a><span style=\"font-weight: 400;\"> with one of our <\/span><a href=\"https:\/\/hammerle.com\/lawyers\/\"><span style=\"font-weight: 400;\">experienced attorneys<\/span><\/a><span style=\"font-weight: 400;\"> to discuss your options.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Attorney <\/span><a href=\"https:\/\/hammerle.com\/lawyers\/virginia-hammerle\/\"><span style=\"font-weight: 400;\">Virginia Hammerle<\/span><\/a><span style=\"font-weight: 400;\">, of <\/span><a href=\"https:\/\/hammerle.com\/\"><span style=\"font-weight: 400;\">Hammerle Morris Law Firm<\/span><\/a><span style=\"font-weight: 400;\">, is in her fifth decade of law practice. She is Board Certified in Civil Trial Law and an Accredited Estate Planner. Reach her at legaltalktexas@hammerle.com. This column does not constitute legal advice.\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cIn a manner familiar to anyone who had ever packed a car for a family trip, genial confusion gave way to impatience, then furious ultimatums, then ill-advised snap decisions.\u201d Neal Stephenson, bestselling author And there you sit, looking at a document titled Durable Power of Attorney and wondering what you can do because you just [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":12788,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1224],"tags":[],"class_list":{"0":"post-12787","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-estate-planning"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - 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