Limited Power of Attorney where you Specify Powers with Sample Powers Included - California 2025

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A Limited Power of Attorney (also called a Specific or Special Power of Attorney) allows the person who has the POA, the holder, to legally act on behalf of someone else, the principal, for a specific timeframe, scope or document.
In California, there are four main types of POAs, each offering a specific scope of decision-making power: general, durable, limited, and medical.
When someone makes you the agent in their power of attorney, you cannot: Write a will for them, nor can you edit their current will. Take money directly from their bank accounts. Make decisions after the person you are representing dies. Give away your role as agent in the power of attorney.
Creating a Limited Power of Attorney (LPOA) in California requires filling out a state-approved form, clearly stating the powers youre granting, the duration of the LPOA, and the identity of your agent. For it to be valid, the form needs to be notarized.
The durable POA remains in effect even if the principal becomes incapacitated or unable to make decisions for themselves. On the other hand, a limited POA or springing POA only takes effect under certain specified circumstances, such as when the principal becomes incapacitated.
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How to get a power of attorney in California Step 1: Download the appropriate form. Step 2: Choose an agent you trust. Step 3: Consult with an attorney to customize your form. Step 4: Get all required signatures. Step 5: Submit your form.
What Are the Legal Requirements of a Financial POA in California? Mental Capacity for Creating a POA. Witnessing and Notarizing Requirements. Agent Signature. Create the POA Using a Statutory Form, DIY Program, or Attorney. Sign the POA in the Presence of a Notary Public or Two Witnesses.

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