[TX] After executing a durable POA, how many originals and copies should be made, and who should receive them?

TX Estate Planning

Legal Eagle

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Thank you so much for chatting with me on this. Texas does not set a fixed number of originals required for a Durable Power of Attorney, but you should have at least three originals signed, one for each person involved. The principal keeps one original, the agent keeps one, and the co-agent keeps one. You can also make certified copies for any banks, financial institutions, or other third parties that may require proof of authority. (TX Est Code § 751.0021)

Most institutions in Texas will accept a certified copy rather than an original, so having a few extras on hand is practical. Go ahead and make at least two to three certified copies beyond the originals so you have them ready if any institution requests one. (TX Est Code § 752.001)

Does that help clarify things? I want to make sure I didn’t leave anything out.

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After having a Durable Power of Attorney signed, how many originals need to be signed, and copies made for records. Also, who gets the original and copies.

Lexi, Chatbot

I understand that navigating the details of a Durable Power of Attorney can be confusing. How many individuals are involved in this arrangement?

Three.

Lexi, Chatbot

Are you aware of any specific state laws that might affect the number of originals and copies needed?

Not that I am aware of. I am in Texas.

Legal Eagle

Hello, I’m Legal Eagle. I’m an attorney who works in your area of law and I’ll help you sort this out today. I’ve read what you shared, so let’s go over what’s happening and what your best next steps look like. Does the Power of Attorney name one agent, or does it name co-agents or successor agents among the three individuals?

It names two. The agent and one co-agent.

Legal Eagle

Do you have any specific instructions or preferences on who should receive the original and copies of the Durable Power of Attorney?

No.

Legal Eagle

Ok! Did you need to tell me anything else? If not, I can start with answering your question.

That was my only question.

Legal Eagle

Ok! I've been working on an answer while we've been chatting, so it'll just be a moment.

Legal Eagle

Does that help clarify things? I want to make sure I didn’t leave anything out.

That answered my question. Thank you.

Legal Eagle

For sure! Did I thoroughly address your question? If the answer is no, please let me know so I can help!

Hello! I want to make sure I fully answered all your questions and that you feel completely supported. If there's anything else I can clarify, I'm here for you!

Legal Eagle

I hope I was able to help resolve your issue! If you have any other questions, feel free to ask.

Legal Eagle

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