bank power of attorney form
before you schedule your appointment you may wish to check with a trusted legal advisor to confirm that the document is up to date and meets the requirements of laws in your state. next step: schedule an appointment to discuss your options and find out if a limited power of attorney for banking transactions is available in your state. a power of attorney is a legal document giving a person (known as the agent or attorney-in-fact) broad powers to manage matters on behalf of another person (known as the principal). a delegation of a trustee's power may be subject to state laws and limitations in the trust agreement.