California Limited (Special) Power of Attorney Form | |
The California limited (special) power of attorney form allows the Principal to give limited and specific powers to the Agent in question, as opposed to a general power of attorney in which the Agent would have a much broader power over the affairs of the Principal.
It should be noted that in order for the document to be effective in accordance with CA Prob Code § 4121, it must contain the date of execution, it must be signed by the Principal, and it must be signed in the presence of a Notary Public OR two (2) witnesses.
How to Write
Step 1 – Begin by downloading the form and entering the following information into the first paragraph:
- Enter the name and physical address of the principal in the first blank line
- In the second line, enter the name and physical address of the named Attorney in Fact/Agent
Step 2 – The principal shall, as specifically as possible, write the services he/she would like the Attorney in Fact/Agent to perform. If more room is required, use an added sheet and attach it to this form
Step 3 – In the third paragraph read the paragraph and then enter the following:
- Enter the period of time in which the power of attorney will be in effect
- Enter the date in which the form will become effective
- Enter the date in which the form will expire
Step 4 – A notary public must be present in order to witness the signatures of the Principal and the Attorney in Fact/Agent. Once you’re both before the notary:
- The notary will complete the required information
- On the two unmarked lines, enter the signature of two adult witnesses
- The notary will then affix their seal to the document
- The notary will hand the notarized document to the principal
- Make copies of the document for the records of both the Principal and the Attorney in Fact’s records