Wisconsin

Wis. Stat. §853.07: anyone competent to testify in court to the facts of execution may witness a will, and a will is not invalidated because an interested witness signed it. Beneficial provisions for a witness or the witness's spouse are invalid, though, to the extent their aggregate value exceeds what that person would have received had the testator died intestate, unless the will is also signed by two disinterested witnesses or there is sufficient evidence that the testator intended the full transfer. A provision naming the witness as personal representative or trustee at ordinary compensation is not a disqualifying beneficial interest.

Adds an Article VII: Marital Property Provisions covering classification of marital property under Wisconsin's Marital Property Act, the surviving spouse's one-half interest, federal IRC §1014(b)(6) basis, and an explanatory subsection on Chapter 766's marital-property-agreement mechanics.

IMPORTANT INFORMATION (Wis. Stat. §244.61) This Power of Attorney authorizes another person (your agent) to make decisions concerning your property for you (the principal). Your agent will be able to make decisions and act with respect to your property (including your money) whether or not you are able to act for yourself. The meaning of authority over subjects listed on this form is explained in the Uniform Power of Attorney for Finances and Property Act in Chapter 244 of the Wisconsin Statutes. This Power of Attorney does not authorize the agent to make health-care decisions for you. You should select someone you trust to serve as your agent. Unless you specify otherwise, generally the agent's authority will continue until you die or revoke the Power of Attorney or the agent resigns or is unable to act for you. Your agent is entitled to reasonable compensation unless you state otherwise in the special instructions. This form provides for designation of one agent. If you wish to name more than one agent, you may name a co-agent in the special instructions. Co-agents are not required to act together unless you include that requirement in the special instructions. If your agent is unable or unwilling to act for you, your Power of Attorney will end unless you have named a successor agent. You may also name a 2nd successor agent. This Power of Attorney becomes effective immediately unless you state otherwise in the special instructions. This Power of Attorney does not revoke any Power of Attorney executed previously unless you so provide in the special instructions. If you revoke this Power of Attorney, you should notify your agent and any other person to whom you have given a copy. If your agent is your spouse or domestic partner and your marriage is annulled or you are divorced or legally separated or the domestic partnership is terminated after signing this document, the document is invalid. If you have questions about the Power of Attorney or the authority you are granting to your agent, you should seek legal advice before signing this form.

IMPORTANT INFORMATION FOR AGENT (Wis. Stat. §244.61) AGENT'S DUTIES When you accept the authority granted under this Power of Attorney, a special legal relationship is created between you and the principal. This relationship imposes upon you legal duties that continue until you resign or the Power of Attorney is terminated or revoked. You must do all the following: (1) Do what you know the principal reasonably expects you to do with the principal's property or, if you do not know the principal's expectations, act in the principal's best interest. (2) Act in good faith. (3) Do nothing beyond the authority granted in this Power of Attorney. (4) Disclose your identity as an agent whenever you act for the principal by writing or printing the name of the principal and signing your own name as "agent" in the following manner: (principal's name) by (your signature) as agent. Unless the special instructions in the Power of Attorney state otherwise, you must also do all the following: (1) Act loyally for the principal's benefit. (2) Avoid conflicts that would impair your ability to act in the principal's best interest. (3) Act with care, competence, and diligence. (4) Keep a record of all receipts, disbursements, and transactions made on behalf of the principal. (5) Cooperate with any person that has authority to make health-care decisions for the principal to do what you know the principal reasonably expects or, if you do not know the principal's expectations, to act in the principal's best interest. (6) Attempt to preserve the principal's estate plan if you know the plan and preserving the plan is consistent with the principal's best interest. TERMINATION OF AGENT'S AUTHORITY You must stop acting on behalf of the principal if you learn of any event that terminates this Power of Attorney or your authority under this Power of Attorney. Events that terminate a Power of Attorney or your authority to act under a Power of Attorney include all the following: (1) Death of the principal. (2) The principal's revocation of the Power of Attorney or your authority. (3) The occurrence of a termination event stated in the Power of Attorney. (4) The purpose of the Power of Attorney is fully accomplished. (5) If you are married to the principal, a legal action is filed with a court to end your marriage, or for your legal separation, unless the special instructions in this Power of Attorney state that such an action will not terminate your authority. (6) If you are the principal's domestic partner and your domestic partnership is terminated, unless the special instructions in this Power of Attorney state that such an action will not terminate your authority. LIABILITY OF AGENT The meaning of the authority granted to you is defined in the Uniform Power of Attorney for Finances and Property Act in Chapter 244 of the Wisconsin Statutes. If you violate the Uniform Power of Attorney for Finances and Property Act in Chapter 244 of the Wisconsin Statutes or act outside the authority granted, you may be liable for any damages caused by your violation. If there is anything about this document or your duties that you do not understand, you should seek legal advice.

1. Designation of Health Care Agent 2. Powers of My Health Care Agent 3. Limitations on My Health Care Agent's Powers 4. Statement of Desires

Wisconsin's HC POA form includes a separate section on mental-health treatment decisions, with the agent's authority to admit or commit to a mental-health facility limited per Wis. Stat. §155.20(2).

I further declare that I am not the principal's health care agent, a term that covers both the agent designated in this document and any alternate agent (Wis. Stat. §155.01(4)); that I am not related to the principal by blood, marriage, or adoption and am not the principal's domestic partner under ch. 770; that I am not directly financially responsible for the principal's health care; that I do not have knowledge that I am entitled to or have a claim on any portion of the principal's estate; and that I am not a health care provider serving the principal at the time of execution, an employee of that health care provider other than a chaplain or a social worker, or an employee other than a chaplain or a social worker of an inpatient health care facility in which the principal is a patient (Wis. Stat. §155.10(2)). Each of the two witnesses must satisfy these requirements independently.