We provide the essential service of serving as an agent under power of attorney for finance, offering invaluable assistance in managing assets or income not held within a trust.

 

This crucial appointment grants authority to oversee various financial aspects, particularly assets that cannot be titled under a trust's name, such as retirement accounts, pensions, insurance policies, and other income streams.

​

In many cases, these accounts can only be effectively managed through the power of attorney arrangements.

 

We seamlessly integrate this role with our services as a successor trustee, ensuring comprehensive and seamless support for the individuals involved.

 

By combining these roles, we can offer a holistic approach to financial management, safeguarding assets, and ensuring the smooth execution of financial affairs. Trust Ethos Pointe to handle your financial matters with diligence, expertise, and integrity.