Fees for Financial Power of Attorney
(Market-based Services)
Monthly income/expense management:
Four percent (4%) of income received, including wages, pensions, annuities, tribal payments, etc.Other services:
Charged at $150/hour.
Financial POA Limitations
Limitations: Understanding what we can and cannot do.
We can:
Assess the financial needs of the client.
Work with each client to establish a targeted approach to addressing their financial needs.
Handle financial matters on behalf of a client as long as POA remains in effect.
We cannot:
Conduct business other than what is authorized in the POA.
Handle financial matters once the client revokes or ends the POA.
Description of Program
Power of Attorney (POA) is a legal act allowing one person to act on behalf of another in specified legal or financial matters. Financial power of attorney legally authorizes someone to act on an individual’s behalf in monetary matters, including bank account management, bill payment, budgeting, insurance management, receipt of income, tax issues and more. Guardian’s Financial Power of Attorney is a voluntary service designed to help each client maintain his or her dignity and independence by allowing our caring specialists to act on their behalf in specified financial matters.
What You Need to Know
Our Financial Power of Attorney program offers a way to safeguard finances against depletion and exploitation. Our specialists act on each client’s behalf to ensure his or her financial matters are handled in the most efficient manner, working with the client to help maintain control of his or her financial well-being. Our Financial Power of Attorney:
