Law Offices of Cheryl L. Walsh, APC
27282 Calle Arroyo, Suite 200
San Juan Capistrano, CA 92675
Phone: (949) 240-9003 Fax: (949) 240-9083
Cheryl@WalshSeniorLaw.com
POWER OF ATTORNEY - PROPERTY MANAGEMENT INTAKE QUESTIONNAIRE
YOUR FULL NAME: (As you would like to appear on the document)
YOUR AGE & DATE OF BIRTH:
YOUR ADDRESS & COUNTY OF RESIDENCE:
Who do you desire to appoint as your agent?:
First Choice:
Name:
Address:
County of Residence:
Phone:
Cell Phone:
First Alternative:
Name:
Address:
County of Residence:
Phone:
Cell Phone:
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2. Should your agent be given authority to make annual gifts?
Yes
No
3. Should your agent be given power to pay medical and tuition expenses for family members?
Yes
No
For Whom:
4. Should your agent be compensated? **Note: General Durable Power of reasonable compensation and reimbursement of expenses.
Yes
No
5. Do you have any bank accounts over which you would like the agent to have authority? (May wish to execute bank's own form as may not accept DPAPM also)
Yes
No
6. Do you have a safety deposit box?
Yes
No
If so, where?
7. Should agent have authority to make transactions regarding real property? If yes, specify legal and common description of real property:
Date:
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