A Durable Power of Attorney (DPOA) authorizes another person to handle financial and administrative matters on an individual's behalf. Depending on how the document is drafted, that authority may take effect immediately or only upon a determination that the individual is unable to manage their own affairs.

Crestline Fiduciary Services serves as agent under Durable Powers of Attorney, assisting clients with a wide range of financial and administrative responsibilities. Services may include:

• Bill payment and financial recordkeeping
• Banking and account management
• Coordination with accountants and tax professionals
• Management of real estate and other assets
• Oversight of property managers and service providers
• Management of mail, records, and routine administrative matters
• Continuation of business operations when appropriate

Our role is limited to financial and administrative matters. We work with attorneys, accountants, family members, and healthcare decision-makers as needed to help ensure a client's affairs are managed appropriately and efficiently.

Many clients choose a professional fiduciary when family members are unavailable, live out of the area, or prefer not to assume the responsibilities associated with acting under a Durable Power of Attorney.