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Power of Attorney

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.

Scott Mortenson J.D.

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