College Planning Documents

The 3 Essential Documents Every Parent Needs

Information & Order Form

What This Is: Complete this form if you would like me to prepare the following three documents at a special webinar rate of $500. This rate is available to attendees for a limited time.

Financial Power of Attorney
Health Care Power of Attorney
HIPAA Authorization

How This Process Works

Complete the information below
Submit the form
Our office will prepare your documents
We will schedule a brief signing appointment

Important Notes

These documents are simple, but legally significant
Your child (age 18+) must sign the documents
These documents authorize the agent (usually the student’s parents or relatives) to help when needed
The student may update or revoke these documents at any time

Legal Disclaimer: This form is for information-gathering purposes only and does not create an attorney-client relationship until a formal engagement agreement is signed. Legal services will be provided by The Law Office of Donny Knepper, LLC in accordance with Maryland law.

If you choose to proceed, the engagement agreement may be sent and signed electronically or in person at the signing appointment. Payment may likewise be made securely online or in person at the time of signing.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Student Information

Please provide the student’s information below. “Student” refers to your child (age 18 or older) who will be signing these documents.

Student's Name:*

Date of Birth:*

Address*

Street Address Address Line 2 City State ZIP Code

Financial Agent(s)

Please provide the name(s) of the person(s) the student wishes to designate as agent(s) under the Financial Power of Attorney. These are the individuals who would be authorized to handle financial matters on the student’s behalf if needed. You may name one primary agent, and optionally one alternate. If naming more than one, please list them in the order they should serve.

Financial Power of Attorney Name #1*

Financial Power of Attorney Email #1*

Financial Power of Attorney Phone #1*

Financial Power of Attorney Address #1*

Street Address Address Line 2 City State ZIP Code

Add a Second Power of Attorney?

Yes

Financial Power of Attorney Name #2

Financial Power of Attorney Email #2

Financial Power of Attorney Phone #2

Financial Power of Attorney Address #2

Street Address Address Line 2 City State ZIP Code

Additional Notes (Optional):

Please include any information or questions you would like us to be aware of when preparing the documents.

Health Care Agent(s)

Will the same person(s) listed above serve as agent(s) for both the Health Care Power of Attorney and the Financial Power of Attorney?*

Yes

If “No,” please provide the name(s) of the person(s) the student wishes to designate as agent(s) for health care decisions. These individuals would be authorized to make medical decisions on the student’s behalf if the student is unable to do so. You may name one primary agent, and optionally one alternate. If naming more than one, please list them in the order they should serve.

Health Care Agent Name #1

Health Care Agent Email #1

Health Care Agent Phone #1

Health Care Agent Address #1

Street Address Address Line 2 City State ZIP Code

Add a Second Health Care Agent?

Yes

Health Care Agent Name #2

Health Care Agent Email #2

Health Care Agent Phone #2

Health Care Agent Address #2

Street Address Address Line 2 City State ZIP Code

The Law Office of Donny Knepper

The Law Office of Donny Knepper

The 3 Essential Documents Every Parent Needs

Information & Order Form

Student Information

Financial Agent(s)

Health Care Agent(s)

The Law Office of Donny Knepper

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