Power of Attorney
in 60 days - without fracturing family unity or jeopardizing generational wealth
You're looking to set up Power of Attorney to protect your family and reduce risk but are unsure where to begin.
Our process helps you build a customized Power of Attorney plan using a team-based approach involving family members.
This strengthens family relationships and integrates accountability so that your Legacy Goals can be achieved.
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Design
Identify your Legacy Goals, consider specific needs, and chart your customized path
Assemble
Gather your team and prepare them to effectively carry out the vision while strengthening generational harmony
Build
Create the legal tool with your local attorney which is uniquely designed and includes accountability controls
