You should select a competent person over the age of eighteen as your agent. It is important that you trust the person you appoint because of the powers you are giving to them. Your agent may be your spouse, child, sibling, or close friend. It is a good idea to name multiple agents in case one of the agents is unable or unwilling to act on your behalf. The agents you name can act in succession or make decisions jointly if you think they are capable of reaching an agreement.
The agent you name in your financial power of attorney should be financially responsible. You should sit down with the agent you appoint for your financial power of attorney and discuss your financial affairs. You should inform your agent about your bank accounts, loans, credit card accounts, investments, insurance policies, bills, and anything else you would like for them to handle on your behalf.
The agent you name to act on your behalf in your advance medical directive should be a person who will be able to make potentially difficult decisions about your medical care. Make sure your chosen agent is aware of your wishes for care.
Finally, make sure any agent that you appoint is able to handle the duties of the job and willing to act on your behalf.
Written by Heather W. Winter, Esquire