You should select a competent person over the age of eighteen as
your agent. It is important that you trust the person you appoint because of
the powers you are giving to them. Your agent may be your
spouse, child, sibling, or close friend. It is a good idea to name
multiple agents in case one of the agents is unable or unwilling to act on your
behalf. The agents you name can act in succession or make decisions jointly if
you think they are capable of reaching an agreement.
The agent you name in your financial power of attorney should be
financially responsible. You should sit down with the agent you appoint for
your financial power of attorney and discuss your financial affairs. You should
inform your agent about your bank accounts, loans, credit card accounts,
investments, insurance policies, bills, and anything else you would like for
them to handle on your behalf.
The agent you name to act on your behalf in your advance medical
directive should be a person who will be able to make potentially difficult
decisions about your medical care. Make sure your chosen agent is aware of your
wishes for care.
Finally, make sure any agent that you appoint is able to handle
the duties of the job and willing to act on your behalf.
Written by Heather W. Winter, Esquire
