Create and Maintain a Power of Attorney

Created by IronClad Family Support, Modified on Wed, Sep 6, 2023 at 5:39 PM by IronClad Family Support

IronClad Family offers Legacy Planning tools that can assist you with setting up estate plan documents. Follow the steps below to create or manage your Power of Attorney.

1)     Click on Legacy Planning Tools from the home screen.
      2)     Click Last Will under Planning tab on the right. 
      3)     Click Manage Power of Attorney Button.  Note that you can also upload a Power Of Attorney document, if you already have one using the Upload Button. 

      4)     Review the options available. Select Create or Modify your Power of Attorney.

5)     Click the link titled Start Here.

6)     It is important that you spend a couple minutes reviewing the Introduction. Please note that you must complete each page of the wizard within 30 minutes in order to avoid losing your work. Scroll to the bottom of the page and click Next when you are ready to begin.

7)     Review and follow the step-by-step instructions on each page. Click Next to move to the next page. You may also choose Save/Exit to save your work. Follow the same steps when you are ready to resume the process.

8)     Once complete, you will be taken back to the main Power of Attorney menu and will see a notification indicating that you have successfully created your Power of Attorney.


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