Free Power of Attorney resources.
Everything on this page is free: guides, checklists, interactive tools, and official state and national information. No payment and no email required.
Guides, templates & checklists
The POA Conversation Guide
A gentle script for the first family conversation about Power of Attorney.
Understanding Your POA Document
A walkthrough of the clauses that matter most — and the ones people misread.
The First 30 Days as an Agent
What to gather, who to notify, and what to set up in your first month.
Financial Recordkeeping Pack
Ledgers and receipts trackers that keep you audit-ready.
Talking to Banks & Institutions
Scripts and documents for banks, brokerages, insurers, and government offices — the most common points of friction.
Interactive tools
Free to use in your browser.
Preparedness Assessment
Where do you stand on a Power of Attorney, healthcare directive, will & trust? See what’s next and who can help.
Power of Attorney Readiness Quiz
Ten questions that show you what’s in place — and what’s missing.
Document Checklist Builder
Answer a few questions, get a personalized list of documents to gather.
State Requirements Lookup
Witnessing, notarization, and filing rules — state by state.
Plain-English Glossary
Every term in your Power of Attorney document, defined like a human wrote it.
Power of Attorney by state
Your state’s statute, official forms and key requirements, linked to the official sources.
Find your state →National resource library
25 free, official federal and national organizations for legal help, money and fraud protection, health and care, benefits and support.
Browse the library →Support & crisis lines
Free, confidential, 24/7 support lines for family caregivers. You don’t have to carry it alone.
See the support lines →Find a Professional
When your needs go beyond education: members of the POA Caregiver Professional Network by state and category.
Find a Professional →The Agent’s Guide
A plain-English guide to the whole agent role: getting started, the document, money and banks, healthcare, and protecting yourself.
Read the Agent’s Guide →Articles
Short, practical articles on specific Power of Attorney questions, from banks to healthcare to when the role ends.
Read the Articles →Want guidance applying this to your situation? Book a Private POA & Caregiver Consultation →
Every resource is education, not legal advice; Power of Attorney requirements vary by state. For your state’s requirements, see Power of Attorney by state.