Checklist: How to Create Your Financial Power of Attorney with Gentreo

With a Power of Attorney, you can appoint someone to make your financial decisions on your behalf when you can’t do so yourself. Gentreo makes it easy to appoint a Power of Attorney to uphold your wishes and pay your bills if you become incapacitated and can no longer manage your own finances. We understand that planning your estate and creating your Power of Attorney can seem like a difficult process, but with Gentreo it is easy and affordable. To help guide you through the process even further, we have provided you with a step-by-step guide to help assist you through everything. 

Before you start...

  1. Gather contact information for up to three choices for your Power of Attorney agent
  2. Decide whether you need a Limited or Durable Power of Attorney and the type of authority

Steps to Create My Financial Power of Attorney

Get all of the details about each step with our helpful checklist!


Recent Posts:

PODCAST-Happiness in Hard Work: The Passion Hypothesis

Join Jacob as he is joined by Adam Spector, a father, partner, multi-time business founder and investor.

In this week’s episode Jake and Adam discuss finding joy and balance between life and career. Is it better to love what you do from the start, or become so good at something that you can’t help but derive joy and passion from it? Adam helps us to explore legacy and the hard work that needs to be done now to preserve it. We will discuss the sacrifices and choices made every day by families and individuals looking to achieve this balance and find out exactly why there is freedom found in hard work.

Read More »

VIDEO-Caring for Mom

Caring for our amazing moms as they age. It’s a responsibility we take seriously, and it involves two key things: emotional support and planning for

Read More »