Financial Concierge™ provides impartial, Professional Executor and Power of Attorneys (POA) services for families, busy professionals, and older adults. As Professional Executors, we administer estates for a living, understand the regulatory requirements and have the requisite skills necessary to settle estates expertly and efficiently in accordance with your loved one’s wishes. As your “Attorney” (not a lawyer), directed by the POA document, we provide help with financial and healthcare matters.If you’re a busy professional struggling to find the time to pay bills, file insurance claims and stay on top of your financial affairs, we can help. If you’re a busy working mom or dad juggling care for your kids and older parent, we offer relief by supervising schedules and payments for your parents’ caregivers, paying bills, liaising with professional advisors, and providing support with their day-to day financial affairs.If you’re an older adult, we are a trusted concierge that enables aging in place free of worries about paying bills on time, missing cheque deposits, or liaising with advisors and government agencies.We offer three professional Executor/POA services:1. Appointed Executor and/or Attorney – Acting as the appointed executor and/or attorney under a POA, we manage and provide oversight on all estate administration responsibilities and provide support with financial or healthcare matters when you no longer can.2. Support your Executor and/or Attorney – Support the executor/attorney, usually a family member or friend, as their agent to perform executor/attorney duties that require expertise or significant time, or coach them on tasks they choose to perform themselves.3. Appointed as Administrator/Attorney – We may be appointed by the court as administrator of an estate when an individual dies intestate (without a will), or appointed as an attorney to manage financial and/or personal care matters when there is no POA in place.A respected leader with over 12 years of senior leadership experience and over 20 years financial services experience, my mission is to support unprepared and inexperienced executors navigate the estate settlement process with ease and confidence. And, to provide relief to busy professionals, families, and older adults, by offering personalized concierge services for day-to-day financial and healthcare support.#Professional Executor/#Power of Attorney Services/#Aging in Place/#Senior services/#Estate Administration/#Estate Settlement/www.financial-concierge.ca
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