FreeholdIP

You’ve been named as agent

A Power of Attorney names you as the attorney-in-fact — the person who may act under it. Here’s how to set up your part and what the record does.

⬇ Download this guide as a PDF

Step 1 — Create your identity

Create your FreeholdIP identity (about two minutes). Save your Recovery Sheet (the twenty-four words) somewhere safe — it’s the only key to your identity, and no one can recover it for you if it’s lost.

Create your identity →

Step 2 — Send your identity name back to the firm

After you create it, you’ll see your identity name on the screen. Send it to the firm. The record is then bound to you — so you can later prove you are the named agent, and no one else can pose as you.

Step 3 — When you act

Present this record alongside the executed Power of Attorney. It lets the other side confirm, on the spot, that the authority is genuine and not revoked — most useful with online and digital-asset accounts, where there’s otherwise no easy way to prove your authority. It supports the paper document; it doesn’t replace it.

If you’re a co-agent or a successor

A mandate may name more than one agent. You might be a co-agent (serving alongside others — the record states whether you act singly, jointly, or by a set threshold), or a successor (a standby who steps in only after a defined event, such as the principal’s incapacity). The certification always shows who holds authority right now, so a counterparty can see at a glance whether it’s your turn to act. If you’re a successor, your authority becomes operative only when that transition is recorded — you don’t need to do anything until then.

The record proves who is authorized. It never holds or moves the principal’s assets or keys — you act through the institution that holds them, the same as with any Power of Attorney.