POA Appointments

How do I appoint a primary POA?

1. Click the “+Add” button in the bottom corner.
2. Click “People” or "Trust Company", select your first appointee and click "Done" in the bottom corner.
3. Click “Add” in the bottom corner.

Note: Make sure you add at least one primary POA before you start adding alternates.

How do I appoint an alternate POA?

1. Click the “+Add” button in the bottom corner.
2. Click “People” or "Trust Company", select your alternate appointee and click "Done" in the bottom corner.
3. Under “Conditions” click “+Add” , select "If specified cannot act" and select the name or names of the individuals you want this appointee to be appointed an alternate to.
4. Click "Done" and then “Add” in the bottom corner.