Limited Power of Attorney - Wisconsin

Wisconsin Estate Planning & Wills Updated October 5, 2026 Free Word and PDF

LIMITED POWER OF ATTORNEY (WISCONSIN)

One identified payment

Complete every material payment field before signing. This instrument is only for a single payment from the principal's named account. It gives no authority over land or health-care decisions.

I, [PRINCIPAL FULL LEGAL NAME], of [ADDRESS], appoint [AGENT FULL LEGAL NAME], of [ADDRESS], as my agent only for the following transaction:

Institution and account: [INSTITUTION, ACCOUNT TYPE, AND LAST FOUR DIGITS]

Recipient: [RECIPIENT'S FULL LEGAL NAME AND ADDRESS]

Obligation: [SPECIFIC INVOICE, CONTRACT, OR OTHER IDENTIFIER]

Maximum total amount, including fees: $[AMOUNT]

Permitted payment method and destination: [METHOD AND RECIPIENT ACCOUNT OR DELIVERY ADDRESS]

My agent may ask the institution for the balance needed to confirm this payment, sign and deliver one instruction in my name to pay this obligation within the stated ceiling, receive confirmation, and give me the receipt. The agent may not split the payment to exceed the ceiling, select another recipient or destination, incur debt, change the account, or use my funds for the agent's benefit. A blank material field grants no discretion to supply that term.

I do not grant general authority over banking or any other property subject. I do not expressly grant any of the special acts listed in Wis. Stat. § 244.41(1): creating, amending, revoking, or terminating an inter vivos trust; making a gift; changing survivorship rights or a beneficiary designation; delegating this authority; waiving survivor-annuity rights; exercising delegable fiduciary powers; disclaiming property; or accessing the content of my electronic communications. The agent may not make health-care decisions or make or change my will.

Effective time, end, and agent duties

This power is effective when I execute it. It is durable: my later incapacity does not by itself terminate it. It ends when this one payment is completed or at [TIME] on [EXPIRATION DATE], whichever occurs first, and may end sooner under law. I may revoke it. This instrument does not revoke any earlier power of attorney.

My agent must act within this grant, in good faith, and in accordance with my reasonable expectations to the extent actually known; otherwise the agent must act in my best interest. The agent must keep the payment instruction, confirmation, and other transaction records.

Principal's signature

I sign this limited power of attorney on [__/__/____] at [CITY, WISCONSIN].

Principal's signature: ____________________________________

Printed name: [PRINCIPAL FULL LEGAL NAME]

Acknowledgment

An acknowledgment provides the signature presumption in Wis. Stat. § 244.05(2).

State of Wisconsin, County of [COUNTY]. This instrument was acknowledged before me on [__/__/____] by [PRINCIPAL FULL LEGAL NAME].

Notarial officer's signature: ____________________________________

Printed name and title: [________________________________] Official stamp: [STAMP]

Commission expires: [__/__/____]

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About this template

Last updated
October 5, 2026
Citations checked
October 5, 2026
Jurisdiction
Wisconsin
Category
Estate Planning & Wills

Legal authority

  • Wis. Stat. § 244.04 (durability)
  • Wis. Stat. § 244.05(1)-(2) (principal signature and acknowledgment presumption)
  • Wis. Stat. § 244.09(1) (effective time)
  • Wis. Stat. § 244.10(1), (6) (termination and earlier powers)
  • Wis. Stat. § 244.14(1)-(2) (agent duties and records)
  • Wis. Stat. § 244.41(1) (acts requiring an express grant)

Estate planning documents decide what happens to your property, your children, and your medical care when you cannot make those decisions yourself. Wills, trusts, powers of attorney, and health care directives each serve different purposes and each have to meet state law requirements for signing, witnessing, and notarization. A document that looks fine on the page but was not executed correctly can be rejected in probate, which is exactly when it is too late to fix.

Not legal advice

This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Checked against the law it cites

A reviewer verified this template's legal citations against the official source on October 5, 2026.

Wis. Stat. § 244.04 (checked October 5, 2026): "A power of attorney created under this chapter is durable unless it expressly provides that it is terminated by the incapacity of the principal."

Wis. Stat. § 244.05(1) (checked October 5, 2026): "To execute a power of attorney, the principal must sign the power of attorney, or an individual 18 years of age or older at the express direction and in the physical presence of the principal must sign the principal’s name on the power of attorney."

Wis. Stat. § 244.05(2) (checked October 5, 2026): "A signature of the principal, or the signature of an individual signing on behalf of the principal, on a power of attorney is presumed to be genuine if the principal makes an acknowledgment of the power of attorney before a notarial officer authorized under ch. 140 to take acknowledgments."

Wis. Stat. § 244.09(1) (checked October 5, 2026): "A power of attorney is effective when executed unless the principal provides in the power of attorney that it becomes effective at a future date or upon the occurrence of a future event or contingency."

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