✔ Financial & Legal Decisions – Managing banking, investments, debts, and other financial matters on behalf of the individual. (It is extremely important to contact the fiduciaries that hold your loved one’s accounts and confirm that they will recognize your POA. Some banks and investment firms have their own POA policies and will not automatically recognize your authority to conduct business on your loved ones behalf.)
✔ Property Management – Overseeing real estate, including maintenance, rental agreements, insurance, repair and sales. This can easily become complex when larger parcels and income properties are involved.
✔ Disposition of Personal Property – Ensuring valuables, furniture, and personal items are handled properly, whether through sale, donation, or disposal. Through our partners, we are able to help you address needs that arise, such as securing a property, clean-up, clean out with honest, competent experts.
✔ Record-Keeping & Accountability – Maintaining detailed financial records and acting in the best interest of the individual you represent. It is very important to maintain excellent records and copies of correspondence if there are other family members involved. Disagreements in how things are being handled can escalate quickly, and, in certain cases, you can be held personally, financially liable for a loss experienced by the loved one you are making decisions fo.