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Wisconsin Power of Attorney Forms

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Wisconsin power of attorney may permit you, as a principal, to grant the ability to a trusted friend or relative, to act on your behalf in certain situations. Many types of POAs exist depending on the circumstances and situations for which they are needed. There are some POAs that allow you to confer a broad range of powers on another, while others are for a limited or specific transaction or purpose.

LawsChapter 244 (Uniform Power of Attorney for Finances and Property)

All Types

Durable Power of Attorney – This type of form is used when you wish to confer broad financial powers on another to take action on your behalf. Often people use this form for long-term planning purposes in anticipation of the possibility of getting to the point where they cannot take care of their own matters and want someone in place to handle things.

General Power of Attorney – This type of document is similar to the durable type because it allows you to grant someone the ability to act in your stead in your financial matters. The difference lies in the duration. This type terminates automatically when the principal becomes incapacitated.

Limited (Springing) Power of Attorney – This sort of form is for use when you wish to tailor the powers you are granting to your representative to a specific event or time frame.

Minor Child Power of Attorney – Delegate parental rights over a minor child for a period of up to one (1) year to another person.

Medical (Health Care) Power of Attorney – you may use this form to appoint a loved one to act for you in the unfortunate event that you are unable to act on or communicate your health care wishes.

Real Estate Power of Attorney – Allows an individual to transfer the authority to handle real property under Section 244.44.

Revocation of Power of Attorney – May be used in the event you seek to cancel or terminate an existing POA that you may have entered into in the past.

Tax Power of Attorney (Form A-222) – For use when you want to appoint a professional tax adviser to make filings, answer questions or handle other matters with the Wisconsin Department of Revenue.

Vehicle Power of Attorney – You would use this type to make someone your agent in order to take actions involving the titling and registration of your motor vehicle.

How to Write

1 – The Wisconsin Paperwork Presented Here Should Be Acquired

Download a copy of the template pictured below using any of the button captions presented

2 – The Principal Should Perform A Comprehensive Review Of The Introduction

The first two pages of this delegation form will disclose some information meant to orient the Principal to this appointment of Power. He or she should read the full text provided here. If any part of it is unclear he or she is consulted to contact an attorney or similar professional (who is not being granted Principal Power).

3 – Some Preliminary Information May Be Supplied If This Paperwork Is Dispensed By Mail

The first area requiring our direct attention is located in the upper right-hand corner of the second page. If this document is completed then dispensed by mail, this area will allow the Name and Address where it may be returned along with any Parcel/Tracking Number. Use the blank lines under the words “Name And Return Address” to indicate where it may be returned, and the box labeled “Parcel Identification Number (If Any)” to fill in the tracking number if one has been assigned.

4 – Balance The Material In This Template With The Requested Information

The second page will contain three sections constructed to Name the Principal’s Agent(s) and solidify the Principal Powers being approved to this individual’s use when representing the Principal’s interests. The first section, “Designation Of Agent,” contains the terminology a declaration statement requires and will need some information regarding the parties (Principal and Agent) supplied directly to it. Begin by entering the “Name of the Principal” on the first blank line. Now, we will have an opportunity to deliver the determined Agent’s Identity directly to this paperwork. Use the blank spaces “Name Of Agent,” “Agent’s Address,” and “Agent’s Telephone Number.” This page has been constructed with an optional area: “Designation Of Successor Agent(s).” The Principal can use this section to elect up to two individuals to take hold of Principal Power, one at a time and in a successive manner, should the Principal’s Primary Agent be unable or disqualified or unwilling to use Principal Power. Fill in the Name of the first party to take over Principal Power if the Primary Agent cannot on the blank line labeled “Name Of Successor Agent” and his or her contact information on the blank lines labeled “Successor Agent’s Address” and “Successor Agent’s Telephone Number” (respectively). If another Successor Agent is to take Power in the event that neither the Primary Agent or First Successor Agent cannot then fill in the Name, Address, and Telephone Number on the lines “Name Of 2nd Successor Agent,” “Second Successor Agent’s Address,” and “Second Successor Agent’s Telephone Number.” The next section that shall require input can only be satisfied by the Principal. In “Grant Of General Authority,” the Principal must review a listing of the different subject matters he or she can use this paperwork to deliver Principal Authority. Since none of these Powers will be automatically delivered simply with the Principal’s signature, he or she must initial each subject matter the Agent should be granted Principal Authority in. For instance, to give the Agent the right to sell Property, the Principal may consider initialing subjects such as “Real Property,” “Tangible Personal Property,” and “Banks And Other Financial Institutions” while leaving irrelevant topics such as “Personal And Family Maintenance” unmarked. Only the items that have been initialed will be included in the Principal Powers being designated to the Agent. The Principal may have determined that he or she does not want to grant total Authority in the initialed subject matter(s) in the previous section. Naturally, such Principal provisions will need to be documented before the signing of this paperwork. Any limitations, restrictions, or instructions the Principal wishes applied to the delivered Authority should be presented in the area labeled “Special Instructions.” You may detail these provisions on an attachment if more room is necessary. The “Nomination Of Guardian” section is also optional. The Principal can decide to officially Nominate someone to be the Guardian of his or her Estate/Person using this paperwork. If the courts decide one is necessary, they will not be obligated to place anyone in this document in such a role, however, if the Principal formally nominates an individual to one or both roles, such a nomination is likely to be strongly considered. The first three blank lines (“Name Of Nominee For Guardian Of My Estate,” “Nominee’s Address” and “Nominee’s Telephone Number”) will accept the Name, Address, and Telephone Number of the person the Principal wishes to Nominate as his or her Conservator of Estate should the courts deem one is required. The lines designated as “Name Of Nominee For Guardian Of My Person,” ” Nominee’s Address,” and “Nominee’s Telephone Number” allows the Principal to formally nominate a Personal Guardian if the courts deem the Principal is incapable of caring for him or herself.

5 – The Mandatory Signature Of The Principal Is The Only Tool Of Execution Allowed

Once all the information the Principal must submit has been supplied, it will be time for him or her to execute the completed document. This action requires his or her Dated Signature. The Principal must sign and date this document utilizing the first two blank spaces in the “Signature And Acknowledgment” section. Next, the Principal must print his or her Name then furnish his or her Address and Telephone Number on the lines labeled “Your Address” and “Your Telephone Number.” The statement beginning with “This Document Was Acknowledged…” is the start of the Notary Public’s workspace. Do not fill in this area. It has been produced strictly for the convenience of the Notary Public notarizing the Principal Act of Signing.

The Preparer of this document should self-report by signing and printing his or her Name after the statement “This Document Was Prepared By”  The next two pages have been developed for the Agent’s use. He or she may practice the committing Signature to be used when handling Principal Affairs in the “Agent’s Duties” section if he or she desires (recommended). The “Optional Signature Of Agent” section of this document gives the Agent and Principal the opportunity to verify the Agent’s understanding and acceptance of the Principal Powers delivered here. The Agent must sign the “Agent’s Signature” line and enter the Signature Date on the “Date” line to provide such a formal acknowledgment. In addition to the Agent Signature area earlier in this section, there is an additional “Agent’s Certification As To The Validity Of Power Of Attorney For Finances And Property And Agent’s Authority.” The Agent should use the empty spaces to report the location, his or her identity, that of the Principal’s, the Execution Date of the Power Appointment, and any other relevant statements. The Agent must Sign and Date this area once it is completed as well as fill in his or her Contact Information The final area has been supplied for the use of the Notary Public acquired to notarize the Agent’s Signature


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