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POA & Trustee

POA & Trustee

If you are a busy professional, “solo senior”, or choose to keep your finances private, MemoryBanc can perform as your personal financial advocate and fiduciary.

We serve as Durable Power of Attorney (POA), Trustee and Executor. We step up, act on your behalf to ensure your financial affairs and wishes are respected and managed. We provide an additional level of comfort and protection.

We blend a personal connection with the legal solutions to be an advocate for you/your Trust. We manage bills and personal affairs as named personal representatives to include:

  • Durable Power of Attorney (POA)
  • Trustee
  • Personal Representative / Executor
  • Court appointed Conservator

With MemoryBanc, you are supported by a team of Professional Advocates that work for you and your expressed interests. We surround ourselves with the right professionals to help you lead the life you have planned. We are happy to continue working with your financial advisor, CPA, and/or lawyer to collaborate with the professionals you have in place and can call on our network of vetted, trusted advisors if additional help is needed.

All employees pass recurring comprehensive background checks and we are Insured and Bonded.

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We are professional financial advocates and serve as Power of Attorney and Trustee for our clients and their families. We offer in person service in Virginia, Maryland, District of Columbia and Minneapolis/St. Paul, Minnesota.

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