Preparation and Review of Legal Documents
Preparation and review of routine legal documents including but not limited to specific and general powers of attorney, financial powers of attorney, bills of sale, and affidavits. Elderly parent powers of attorney will be provided in accordance with Plan Attorney's professional and ethical requirements in the event of incapacity of the parent where parent is granting Covered Person power of attorney. Elderly parent powers of attorney do not include estate matters, gifting disclaimers and creation of trusts and all such documents.

Person granting/signing POA (other than elderly parent) must be a covered member.