Appointing an Agent for Your General Durable Power of Attorney (GDPOA)

Appointing an agent under a General Durable Power of Attorney (GDPOA) is a key step in managing your financial and legal affairs should you become unable to do so. Your agent is the person you trust to handle these responsibilities on your behalf. Here’s how to appoint an agent using Origin:

Choose Your Agent:

• Select a Trusted Individual: Choose someone you trust implicitly to manage your affairs. This should be someone who understands your financial and legal wishes and is capable of acting in your best interest. Oftentimes, this is a spouse, partner, family member or close friend.
• Consider Their Qualities: Ideal candidates are organized, have a good understanding of financial matters, and are capable of making balanced decisions under pressure.
• Confirm Their Willingness: Before appointing someone, have a discussion to ensure they are willing and able to take on this responsibility.

Provide Your Agent’s Information:

• Enter Details on Origin: In the Origin platform, navigate to the Financial section and input your agent’s full legal name, address, and contact information.

Discuss Your Wishes:

• Communicate Your Preferences: Have an open discussion with your agent about your financial management preferences, expectations, and any specific instructions you have for handling your legal affairs.
• Clarify Responsibilities: Make sure they understand the extent of their duties and your expectations so they can act accordingly.

Complete and Sign Your Documents:

• Review the GDPOA Document: Check the GDPOA document generated by Origin to make sure all the information is accurate.
• Download and Sign: Obtain your documents for signature. Note that some states may require notarization. For guidance on getting your documents notarized, refer to [this helpful article](#).
• Distribute Copies: Ensure that your agent, any backup agents, and other relevant parties, like your attorney, have copies of the signed GDPOA. Keep a copy for your records and inform loved ones where it is stored.

Regular Updates:

• Keep Your GDPOA Current: Review and update your GDPOA as your circumstances or preferences change to ensure it remains effective and relevant.

Choosing the right agent for your GDPOA is crucial, as this person will have significant control over your affairs. Ensure your agent fully understands and agrees to their role, and keep communication open to facilitate smooth management of your responsibilities.

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