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Pennsylvania legal form
Download the Pennsylvania general durable power of attorney for property and finances — effective only upon disability or incapacity. Ready for instant secure access.
A durable power of attorney document for managing property and finances, prepared for Pennsylvania.
Prepared for Pennsylvania, granting broad financial authority effective only upon your disability or incapacity.
The authority continues through incapacity — the moment a power of attorney matters most. A non-durable document would end exactly then.
Download the file, complete it on your own device, then sign with the required notarization or witnesses. No online data entry.
This state packet includes 1 document in editable Word and print-ready PDF formats. Use the Word version for editing and the PDF for print-ready reference.
About this packet
A Pennsylvania Chapter 56 financial power of attorney that stays dormant until you are incapacitated — rebuilt from the current statute (20 Pa.C.S. §§ 5601–5613). It opens with the exact statutory NOTICE in capital letters and closes with the agent acknowledgment Pennsylvania law requires before the agent may act. The springing mechanism is written out in full: a definition of incapacity, your election of who certifies it — one licensed physician by default, with two-physician and trusted-individual alternatives you may initial — a HIPAA authorization so the certification can actually be obtained, and a ready-to-use agent’s affidavit (20 Pa.C.S. § 5606) for banks and others who ask for proof that the power has activated.
Inside the instrument: appointment of your agent with an express joint-or-several co-agent election and named successors; the springing effectiveness article with the incapacity definition, certification election, HIPAA authorization, and reliance note; the twenty general powers drawn from 20 Pa.C.S. § 5602(a) with the statute’s own paragraph numbering, each initialed, plus an “all” line that expressly excludes the special-authority powers; the nine § 5601.4 special-authority elections with the statutory gift and disclaimer defaults printed; special instructions; compensation and prior-power-revocation elections; a guardian nomination; the statutory reliance-and-copies clause; Pennsylvania governing law; the full execution block — directed-signer alternative, two witness statements with statutory eligibility recitals, RULONA notary acknowledgment — the § 5601(d) agent acknowledgment page; and the § 5606 agent’s affidavit companion page.
This form is not legal advice. Pennsylvania’s own statutory notice advises consulting an attorney before signing, and both the springing election and the special-authority powers change how and when your agent can act — review them with a licensed Pennsylvania attorney for your situation.
Three points to understand before completing the packet.
Because authority activates only on incapacity, a third party may ask to see the physician’s certification or the agent’s affidavit each time the power is used — the packet includes the § 5606 affidavit form for exactly that purpose. For authority that is immediately usable, choose the immediate version.
The principal signs (or directs another to sign in the principal’s presence), two adult witnesses sign — neither may be the agent or the notary — and a Pennsylvania notary acknowledges the signature. The packet’s execution block walks through each role.
Gifts, beneficiary or survivorship changes, trust powers, delegation, and access to electronic communications take effect only if separately initialed. This instrument grants no health-care authority, and naming your spouse as agent means a later divorce filing revokes the designation unless you elect otherwise.
See page 1 of the actual blank instrument below. Your complete editable download — Word and fillable PDF, including the agent’s affidavit — is delivered after checkout.
ILRG is committed to top quality legal forms that are valid in all states. If you are not 100 percent satisfied after purchase, contact us for a full refund.
Yes. This product is the Pennsylvania general durable power of attorney (upon disability) packet tied to this state-specific page and the packet documents shown above.
Only upon your disability or incapacity, as defined in the document. This springing structure keeps full control in your hands while you are able. If you prefer authority that starts right away, use the immediate version instead.
A durable power of attorney remains effective even if the principal becomes incapacitated. A non-durable power of attorney would end at incapacity — exactly when the document is most needed.
Requirements vary by state. Many states require notarization, some also require witnesses, and the document may need to be recorded if used in a real-estate transaction. Follow the execution instructions included with your Pennsylvania packet.
Yes. You can revoke a power of attorney at any time while you have capacity, by signing a written revocation and notifying your agent and any institutions that rely on the document.
The included packet documents are listed on this page — 1 document in total. Where the same document is provided in more than one format, it is grouped once with Word, PDF, or other format badges.
This packet currently includes editable Word and print-ready PDF. The document list above reflects the packet contents for this state without exposing internal fulfillment filenames.
These forms are designed for self-help use, but ILRG does not provide legal advice. Consult a licensed attorney if your situation involves unusual assets, blended-family or tax questions, contested issues, or questions about local requirements.
No. ILRG provides self-help legal forms and information, not legal advice. You are responsible for reviewing your state’s execution requirements before signing.