Durable Power of Attorney Services

Executor Services offers Durable Power of Attorney (POA) Services for clients who are looking for assistance with their affairs from a professional independent service. Allow Executor Services to provide POA services to make sure your affairs and quality of life are managed following your portfolio and intent without burdening a family member or close friend.

• Serve as a Durable Power of Attorney for clients.
• The Power of Attorney may go into effect immediately should wish to have assistance with managing affairs for any reason. 
• The Power of Attorney may go into effect at a designated future time or event. 
• The Power of Attorney can provide broad authority to act as your attorney-in-fact, or it can give your attorney-in-fact limited authority. 

A "durable power-of-attorney" is one of the most powerful and important planning tools that a client should have in place, not only for estate planning but for the actual continuity of affairs should the need arise to provide for the uninterrupted management of a person’s affairs. A “durable” power of attorney will remain in effect even if you become incapacitated but will end upon your death. The executor's role takes responsibility after death.

When a person (the principal) signs a power-of-attorney, he gives another person (the agent) the power to act in their place and on behalf of the principal, in managing their assets and affairs. The agent's powers may be broad and sweeping to include almost any act that the principal might have performed. Leaving gaps in authority can cause issues to arise in the management of a person’s affairs. 

It should be noted that in general, inherently testamentary acts, such as the authority to make or revoke a will, may not be performed by an agent.

A Power of Attorney should also have the same knowledge base that is expected of an Executor.

• Valuation of Estate for Inheritance Tax Purposes
• Coordination Estate Attorney, Financial Planner & CPA
• Management of all Principles:
• Banking: Checking/Savings/Certificate of Deposits accounts
• Life Insurance
• Investments and retirement (401K/403B)
• Business Ownership and Equity Investments
• Technology
• Real-estate holding
• Revenue Sources
• Recurring bills
• And more…

                                       Contact us for more information or a free consultation