Stage 2 · Establish

Authority & Document Kit

Understand the document, identify the questions, and know what to verify before you act.

A structured way to work through a Power of Attorney and related documents. Find the important provisions and record what they say in the document’s own words, turn anything unclear into a specific question, and track what institutions ask for. For the person whose documents they are, someone named to serve, or someone serving now. The kit does not interpret documents or determine authority.

PDF, 28 pp · 20 tools

This kit isn’t available for purchase yet.