- Jurisdiction
- Massachusetts
- Purpose
- Durable financial
- Source / form version
- Undated two-page legacy template; no current edition date printed
- Resource format
- Signing
- The published template provides a principal signature and notarial acknowledgment. Confirm any transaction-specific signing or recording requirements before use.
Preview PDF
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Open PDF in a new tab (opens in a new tab)Sources checked: 2026-11-13. General information, not individual legal advice.
Understand the broad grant
This two-page health-system template gives a named attorney-in-fact broad authority over the principal’s affairs. It specifically mentions real and personal property, income collection, and bank deposits and withdrawals. It also permits substitution and nominates the agent for a possible future protective appointment. It is not a checklist for selecting a few individual powers.
Check the fit before signing
The download is an undated legacy template, not a Massachusetts government statutory form or a newly reviewed edition. It contains no prepared section for successor agents or an incapacity-only trigger. A lawyer can prepare appropriate limits, replacement-agent provisions, and provisions for estate-planning transactions if those are needed. The health care proxy linked separately is the document for appointing a medical decision-maker.
Complete the acknowledgment and share copies
The PDF supplies a notarial acknowledgment on its second page. Follow that execution process and ask the receiving institution about any additional transaction requirements before an emergency. Massachusetts law recognizes durability language and provides that a durable appointment generally survives incapacity and the passage of time unless its terms say otherwise. Keep the entire signed document and give copies only to the agent and institutions that need them.
Common questions
Related forms and guides
Sources and verification
- Mass General Brigham / former Partners HealthCare social-service resources: source and instructions (opens in a new tab)
- Signing and legal requirements (opens in a new tab)
- Authority and statutory guidance (opens in a new tab)
HTTP200, two-page PDF downloaded and text inspected. Partners hostname redirects to Mass General Brigham. Undated legacy document; metadata is old and does not establish a current legal revision.
The date above records a source check. It does not certify that a form is suitable for your circumstances or that an attorney has reviewed your document. Read the publisher’s current instructions before use.