Ready-to-send article on downsizing

Use this ready-to-send article to keep your existing downsizing leads engaged on a one-off basis or as part of a drip campaign. Can also be included in your newsletter, if you have one. Comes as an editable Word file that you can personalize.

Power of attorney (USD)


Explains what powers of attorney are and why having them in place is important before you downsize. Closes with a call to action.

Part of the Getting Ready to Downsize series.

Here are the opening lines:

Subject: Why a power of attorney is important to consider when downsizing your home

As we age, life can throw us curveballs — unexpected illnesses or accidents that might temporarily or permanently impair our ability to make decisions. Having powers of attorney in place ensures that someone you trust can step in and manage your affairs, safeguarding your hard-earned assets and ensuring you get the care you deserve.

A power of attorney (POA) is a legal document that allows you to grant another person or entity the authority to act on your behalf in specific matters or situations. The scope and duration of this authority can vary and is typically outlined in the document itself.

The powers granted can be broad or specific and may encompass financial transactions, medical decisions, and other personal or business matters.

It’s advisable to consult a lawyer when drafting or interpreting a power of attorney. If you’re looking for information about POAs on the internet, beware that laws vary from state to state.

Why POAs are important to consider when downsizing your home
There are a couple of reasons it’s important to consider POAs when downsizing your home...


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Getting ready to downsize