Why You Need a Trusted Helper

Life's uncertainties make it crucial to have someone you trust legally empowered to act on your behalf when needed. Whether due to temporary absence, illness, or incapacity, having a properly appointed trusted helper ensures your affairs continue to be managed according to your wishes.

Understanding Powers of Attorney

A power of attorney is a legal document that grants someone the authority to act on your behalf in various matters. The type and scope of authority can be customized to fit your specific needs and comfort level.

Durable Power of Attorney

This comprehensive arrangement continues even if you become incapacitated, providing crucial protection when you need it most. It typically covers:

• Financial decisions and transactions
• Property management and real estate matters
• Business operations and decisions
• Tax and insurance matters
• Banking and investment management

Healthcare Power of Attorney

This specialized arrangement focuses on medical decisions and healthcare management. Your healthcare agent can:

• Make medical decisions on your behalf
• Access your medical records
• Communicate with healthcare providers
• Ensure your healthcare wishes are followed
• Coordinate with your financial agent if needed

Our Appointment Process

1. Initial Consultation

We begin with a thorough discussion to understand your needs and circumstances. This includes:

• Reviewing your current situation and concerns
• Discussing potential candidates for different roles
• Explaining the responsibilities and limitations of each role
• Identifying specific powers needed

2. Selection and Documentation

We help you make informed decisions about your appointments and create comprehensive documentation:

• Evaluating potential agents' qualifications
• Defining specific powers and limitations
• Creating clear instructions and guidelines
• Establishing backup arrangements

3. Implementation

We ensure all arrangements are properly executed and communicated:

• Executing documents with proper witnessing
• Notifying relevant institutions
• Providing copies to appropriate parties
• Briefing appointed helpers on their roles

Common Questions About Trusted Helpers

When does the power of attorney take effect?

You can choose whether the power takes effect immediately or only upon your incapacity (known as a "springing" power). We'll help you understand the pros and cons of each option for your situation.

Can I change my mind later?

Yes, as long as you're mentally competent, you can revoke or modify your power of attorney arrangements at any time. We can help you make changes while ensuring proper notification to all relevant parties.

What if my appointed helper can't serve?

We recommend naming backup helpers to ensure continuity of protection. We can help you create a succession plan that accounts for various scenarios.

Ongoing Support and Review

Our support continues after the initial appointment through:

• Regular document reviews and updates
• Guidance for appointed helpers
• Assistance with transitions when needed
• Coordination with other planning tools

Plan for Tomorrow Today

Don't wait for a crisis to occur before appointing trusted helpers. Contact us to create a comprehensive plan that ensures your affairs will be managed according to your wishes, even when you cannot manage them yourself.