Our clients sometimes recognize that while they need a power of attorney or medical power of attorney, they do no have a close friend or family member who is able to serve. Under those circumstances, we will sometimes serve as agent after consultation with the client, gathering complete information about many aspects of the client’s life, and determining that we are able to serve the client well. On occasion, we take over some duties, such as bill paying, immediately.
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Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.