Power of Attorney
Protect Your Future
A Power of Attorney (POA) is a critical estate planning tool that ensures your financial and medical decisions are handled according to your wishes if you're ever unable to make them yourself.
At PalomarWealth, we help you understand the types of POAs – whether durable, healthcare, or financial – and guide you through appointing someone you trust to act on your behalf, securing your well-being and peace of mind.
Contact us today to start building a Power of Attorney plan that ensures your wishes are honored – now and in the future.
Power of Attorney Services
Life is unpredictable. A Power of Attorney ensures that your financial and healthcare decisions are in trusted hands when you need it most. Don’t wait until it’s too late—we can help you secure your future with a plan today.
Power Pack
The Power Pack Includes:
- Financial Power of Attorney
- Healthcare Power of Attorney
- Healthcare Directive Statement of Wishes
- HIPAA Release
$400 per Individual or $600 per Couple
Critical Estate Documents
Sound estate management includes creating essential financial and healthcare documents
Caring for Aging Parents
The earlier you communicate about important issues, the easier it will be when a parent needs help
Estate Planning Checklist
Is your estate in order? This short quiz may help you assess your overall strategy
FREE Estate Planning Webinar
Learn why creating an estate plan is crucial for securing your assets and ensuring your wishes are carried out.