Steps to Obtain Power of Attorney for an Incapacitated Individual

Obtain Power of Attorney for an Incapacitated Individual

Power of Attorney is a legal document that grants an individual the authority to make decisions on behalf of another person, known as the “principal.” When the principal is unable to make decisions due to incapacity, it becomes necessary to obtain power of attorney to manage their affairs. This article outlines the steps involved in obtaining power of attorney for an incapacitated individual.

1. Understand Power of Attorney

Power of Attorney is a legal arrangement that allows someone (the “agent” or “attorney-in-fact”) to act on behalf of another person (the “principal”). It is essential to understand the concept and different types of power of attorney before proceeding.

2. Determine the Type of Power of Attorney Needed

There are different types of power of attorney, including general, limited, durable, and springing. Consider the specific needs of the incapacitated individual and consult with an attorney to determine the most appropriate type.

3. Engage an Attorney

Consulting with an experienced attorney who specializes in elder law or estate planning is crucial in obtaining power of attorney. The attorney will guide you through the legal process and ensure compliance with relevant laws and regulations.

4. Gather Required Documentation

Collect all the necessary documentation needed to proceed with the power of attorney application. This typically includes identification documents, medical reports, and any other relevant legal records.

5. Establish Incapacity

Provide evidence of the principal’s incapacity, which may involve obtaining medical assessments or professional opinions confirming the inability to make decisions independently.

6. Draft the Power of Attorney Document

With the assistance of the attorney, draft a legally binding power of attorney document that clearly outlines the powers granted to the agent and the specific limitations, if any.

7. Execute the Power of Attorney

The principal must sign the power of attorney document in the presence of witnesses and a notary public. Follow the rules and guidelines for proper execution to ensure the document is legally valid.

8. File and Register the Document

File the power of attorney document with the appropriate authorities, such as the local county clerk’s office or the relevant state agency, depending on the jurisdiction. Some jurisdictions may require additional steps for registration.

9. Notify Relevant Parties

Inform all concerned parties, such as financial institutions, healthcare providers, and government agencies, about the agent’s authority granted through the power of attorney document. Provide them with a copy for their records.

10. Review and Update Regularly

Regularly review the power of attorney document, considering any changes in the principal’s condition, preferences, or legal requirements. Make updates as necessary to ensure it remains current and valid.


Obtaining power of attorney for an incapacitated individual involves several important steps, including understanding the concept, determining the type of power of attorney needed, engaging an attorney, gathering required documentation, establishing incapacity, drafting and executing the document, filing and registering it, notifying relevant parties, and regularly reviewing and updating the document. Seeking legal advice throughout this process is crucial to ensure compliance with legal requirements and protect the best interests of the incapacitated individual.

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