Family focused
Power of Attorney
- Face your Risks
- Know your Options
- Strengthen your Legacy
Stop harming relationships and jeopardizing generational wealth.
Gain durable financial protection
Design
Identify your Legacy Goals and chart a customized path
Assemble
Prepare loved ones to effectively carry out the vision
Build
Create the legal tool with accountability controls
Preview Session 5:
Hosting a Family Meeting
Risks are reduced when loved ones are brought into the process early. These course videos cover how to:
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Encourage family participation
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Avoid power struggles
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Clarify expectations for those serving in specific Power of Attorney team roles
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Lower the possibility of unchecked asset spending
Receive a special link to view Session 5 training videos.
Access free resources including the POA Family Meeting Facilitator's Guide.
Meet Amy Jacks,
Power of Attorney Guide
Family teamwork is required to accomplish courageous Legacy Goals.
As a wife, mother, daughter and neighbor I am reminded daily of the truth found in Psalm 133:1 - "How blessed it is when brothers dwell in unity."
Schedule a Conversation
The POA Guide course is designed for those wishing to plan ahead for life's uncertainties. Online content includes step-by-step video lessons supported by regular, personal POA Guide instruction. Together we'll create a customized plan completed at your own pace.
This team-based, family-inclusive approach enables your shared communication and accountability goals to be realized.
