Professional Executor and
Power of Attorney (POA) Services
For families, busy professionals and older adults
Do any of these situations sound familiar?
- You have no one to appoint as executor or attorney for property or personal/health care decisions.
- You’re feeling overwhelmed in your current executor or attorney role and don’t know where to start or who can help.
- Family members are arguing over your care and finances, and you realize you need an impartial third party.
- The trust arm of your bank won't be your executor because you don't meet their minimum asset threshold.
- You can’t find a company that will handle attorney duties for personal/health care decisons.
We Offer Versatile Solutions for these Challenges and More
As your professional executor and attorney, we’ll manage your financial and personal/health care needs, provide timely and efficient estate administration, and manage family dynamics as an impartial third-party.
Whether you’re seeking full executor and POA services, or support for designated executors or attorneys, Financial Concierge™ can provide the necessary expertise and experience.
What can we help you with?
The Benefits of Choosing Financial Concierge
Of the 14.8 million Canadians aged 45 or older, 99% intend to name a friend or family member as their executor.* Yet, many loved ones are inexperienced or too busy to assume executor or attorney roles.
*Stats Canada, BMO Leger Survey
The Value we Offer
Expertise
We do this for a living. Our team has the expertise and experience to handle executor and attorney duties.
Impartial Third Party
We act in your best interests and as a non-family member offer an objective, impartial approach.
Understand the Risks
We’re well-versed in the legal challenges of executor duties and are insured to protect ourselves and your beneficiaries.
Unburden Loved Ones
We relieve grieving loved ones by assuming the stressful, time- sensitive and time-consuming tasks of an executor role.
Ready to get started right away?
Our Distinct Advantage
Personalized
We establish a connection through regular contact to understand your wishes, distribution plans, and legacy goals.
No Minimum Asset Restriction
Unlike trust companies, we don’t require a minimum asset level to assume executor responsibilities.
Power of Attorney for Personal Care
/Health Care Directive (Alberta)
We’re unique in assuming an attorney role for personal/health care decisions. (Only available if we’re also appointed as attorney for property.)
Trusted Team Member
As an essential member of your financial and care team, we work closely with your advisors, designated family members, and trusted contact to ensure full transparency.
Our Approach: Teaming Up for Your Success
- Collaborate – We listen, gather insights, and uncover your needs to understand your financial, personal, and lifestyle objectives for aging in place and securing your legacy.
- Confirm – We set clear expectations on the work we will perform, review and sign agreements, and offer wording for your will and POAs to appoint us as executor or attorney.
- Organize – We organize your personal and financial documents in our Family Playbook™ – essential for managing attorney responsibilities and administering your estate as directed.
- Communicate -To ensure success, we annually review the Family Playbook™, perform regular check-ins when acting as attorney, and frequently update beneficiaries as executor.
- Protect – Our association with SideDrawer™ enables us to store your information in a secure platform. Using 256-byte encryption, the gold standard, your data is protected whether at rest or in transit.
Testimonials
Reach Out Today
Rely on our expertise to handle your attorney and executor duties, honour your wishes, and protect your legacy.