top of page
Image (1).png
young man helping his old father

Where to Begin 

A Financial Power of Attorney (POA) lets you step in to manage your parents’ finances if they become unable to do so themselves, helping you protect their well-being and avoid legal complications during a crisis. 

book
Learn More

Review how a Financial POA empowers you to act on your loved one’s behalf when needed. 

3 min read

How Smart Home Technology Can Keep Seniors Safe and Independence
Lorem Ipsum is simply dummy text of the printing and typesetting industryLorem Ipsum is simply dummy industry........

3 min read

How Smart Home Technology Can Keep Seniors Safe and Independence
Lorem Ipsum is simply dummy text of the printing and typesetting industryLorem Ipsum is simply dummy industry........

3 min read

How Smart Home Technology Can Keep Seniors Safe and Independence
Lorem Ipsum is simply dummy text of the printing and typesetting industryLorem Ipsum is simply dummy industry........
left icon
right icon
image (28).png

Plan Ahead with a Financial Power of Attorney 

Learn what a Financial Power of Attorney is, why it matters for your family’s future, and how to have a respectful conversation about it with your aging parents.

23
young man helping his old father

Where to Begin 

A Financial Power of Attorney (POA) lets you step in to manage your parents’ finances if they become unable to do so themselves, helping you protect their well-being and avoid legal complications during a crisis. 

book
Learn More

Review how a Financial POA empowers you to act on your loved one’s behalf when needed.

Financial Power of Attorney: Your Safety Net for Family Finances
young man helping his old father

Start the Conversation

Starting the conversation early ensures your parents’ financial wishes are clearly documented and that you’re prepared to help if the unexpected happens.

book
Begin Now

Review the conversation guide for helpful ways to start the conversation with your aging loved one.

to do list
Conversation Guide: Framing Financial POA as Preparation, Not Taking Control
to do list
Siblings and Financial POA: Having the "Who Should It Be" Conversation

Plan Ahead

Creating a Financial POA in advance protects your parents’ finances and avoids court delays during an emergency.

young woman with her old mother
book
Step by Step Instructions

Follow these steps to get a Will started with your aging parents

to do list
FINANCIAL POWER OF ATTORNEY PREPARATION CHECKLIST  
to do list
Questions to Ask Before Accepting Financial POA Responsibility
young woman with her old mother

Plan Ahead with a Medical Power of Attorney

A Medical Power of Attorney, also known as a Medical Directive, Advance Directive, Health Care Proxy, as well as other names, is a critical component of your parents’ estate plan. 

Discover More
Digital Resource

Explore options for your aging loved one to create a power of attorney

  • Leading digital estate planning platform offering comprehensive will and trust creation with attorney support and state-specific customization.

  • Free online estate planning platform powered by nonprofit partnerships, offering comprehensive will creation and charitable giving integration.

  • Comprehensive estate planning software offering 35+ legal documents with both online and downloadable software options.

bottom of page