Perez-Roura Law helps Miami residents draft and implement durable powers of attorney, empowering trusted agents to handle financial and legal affairs during incapacity and ensuring seamless planning.
A durable power of attorney (POA) lets you name someone trusted—such as a family member, friend, or professional—to manage your financial and legal matters if you become unable to do so yourself. Unlike a standard POA, a durable version remains valid even after you lose decision-making capacity. At Perez-Roura Law, we help Miami clients design POAs that reflect your preferences, protect your interests, and remain flexible. Whether you need a broad or limited authority plan, we draft documents that work smoothly with your existing estate and care planning.
Why You Need a Durable POA
Unexpected events like accidents, illness, or cognitive decline can leave you unable to manage your own affairs without warning. In Florida, without a POA, your loved ones may be forced into the costly and time-consuming guardianship process just to pay bills or manage assets. A durable POA creates a trusted legal channel for someone you choose to act on your behalf without court intervention. It saves time, reduces stress, and ensures your affairs proceed uninterrupted—this is essential planning for everyone, not just seniors.
Types of POAs and Their Features
We help clients select the right type of POA for their circumstances. A **general durable POA** grants wide authority over finances, bill payment, tax filings, real estate transactions, and more. A **limited POA** allows only specific actions—such as selling a property or accessing bank accounts. A **springing POA** takes effect only once a pre-defined incapacity standard is met. We discuss your goals, recommend which version works best, and draft clear, enforceable documents that balance convenience with control.
Selecting the Right Agent and Defining Powers
Choosing your agent is a critical decision. That person should be dependable, ethical, and willing to act when needed. We guide you through choosing primary and successor agents, and outline backup plans in case your first choice is unavailable. Our drafting includes detailed instruction sets customized to your preferences—addressing decisions like real estate use, investment control, tax authority, healthcare agent interaction, and recordkeeping expectations—to prevent misunderstandings and hold your agent accountable to your standards.
Execution, Safety, and Document Management
Florida law defines strict execution requirements for POAs—signatures, notarization, and witnesses must be correct; otherwise bankers and financial institutions may refuse to recognize the document. Perez-Roura Law manages each step: preparing the final form, arranging signings, assisting with notaries, and delivering notarized copies to relevant institutions. We also advise on safe storage—whether with your financial advisor, attorney, or trustee—and work with family members to ensure everyone understands how the POA functions and when it’s active.
Changing or Revoking Your Power of Attorney
Your life evolves—your legal planning should too. If you change agents, want to narrow or expand powers, or simply update an outdated document, we handle amendment and revocation procedures. We ensure the new document is properly executed, revoke the old one via formal notice, and update records with banks, property offices, or other relevant parties. This prevents conflicting documents and ensures continuous legal clarity.
Integrating POA into Comprehensive Planning
A durable POA works best when paired with complementary legal documents: an advance healthcare directive, living will, trust agreements, and estate plans. We advise on how your POA interacts with these documents, guard against overlaps or conflicts, and create a coordinated legal plan that meets your needs during both capacity and incapacity stages. We also explain how your agent’s decisions may impact Medicaid eligibility, beneficiary designations, or estate transfers—ensuring your planning is effective and compliant.
Giving someone the authority to act for you is a significant decision. With Perez‑Roura Law guiding the process, you can appoint an agent with confidence, knowing your affairs are in trusted hands when it matters most. Contact our Miami office to establish or update your durable power of attorney today and ensure your life is managed the way you would handle it.