Posted by Larissa Rodriguez on 6/25/08 2:33pm
Msg #252929

Power of Attorney Forms

I am just curios to find out if in the State of California, can we sell the power of attorney forms to our customers that do not have them?

Reply by jba/fl on 6/25/08 2:37pm
Msg #252931

Since there are a couple of different kinds, how will you know to sell the right one? If you are making the determination, are you practicing law?

Reply by LKT/CA on 6/25/08 4:03pm
Msg #252941

Direct your customers to any office supply store (i.e. Staples, Office Depot) or they can google "power of attorney" and download forms. Never supply customers with ANY form and emphasize to them that these forms must be completed before you arrive at the appointment.

Reply by John_NorCal on 6/25/08 6:19pm
Msg #252954

More importantly......

since there are POA's to accomplish different goals, your first recommendation should be advice to consult with an attorney. Don't even think of supplying a form to the client, you could find yourself in deep doo-doo.

Reply by MW/VA on 6/25/08 8:30pm
Msg #252971

Re: More importantly......

I'm not in CA, but selling the form would normally be considered selling legal services
(unauthorized UPL) & that is a definite NO. That's why there are sites for that express purpose.

Reply by PAW on 6/25/08 8:50pm
Msg #252976

Re: More importantly......

Selling the form wouldn't be considered UPL (authorized or unauthorized). However, determining which form to sell to a client certainly may be construed to be the Unauthorized Practice of Law. If the act of selling the form would be UPL, then all the stores like Staples, Office Max, etc., would be out of business.

Reply by MW/VA on 6/26/08 8:01am
Msg #253012

Re: More importantly......

Thanks for correcting my assumption.

Reply by JanetLA on 6/25/08 9:32pm
Msg #252980

We can actually prepare the one they need here...

Of course, as always, Louisiana is different. They tell us what they hope to accomplish and we suggest, prepare and notarize it for them.