Ten questions that show you what’s in place — and what’s missing. Answer honestly — it’s anonymous, and we never ask for your name or email.
01Do you know where the signed original Power of Attorney document is right now?
02Have you read the entire document, including the powers section?
03Do you know whether it’s durable — i.e., it keeps working during incapacity?
04Do you know whether it’s effective now, or “springing” (needs a doctor’s certification)?
05Has the Power of Attorney been presented to — and accepted by — the principal’s bank?
06Do you keep a written log of decisions and expenses?
07Is the principal’s money kept fully separate from your own?
08Is there a named successor (backup) agent?
09Does the rest of the family know who holds the Power of Attorney?
10Do you have an attorney or advisor you could call with questions?
This quiz is an educational self-assessment, not legal advice, and creates no attorney–client relationship.