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 remain dormant until a triggering event, most commonly a determination that the individual is unable to manage their own affairs.

Crestline Fiduciary Services serves as agent under Durable Powers of Attorney, providing hands-on assistance with a wide range of financial and administrative responsibilities. Services 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, and management of mail, records, and other routine administrative matters. We can also assist with the continuation of business operations.

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.

A professional fiduciary can be particularly helpful 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. In other situations, clients simply want reliable day-to-day assistance while remaining fully involved in their financial decisions. The goal is to provide practical support while helping maintain stability, independence, and control.