Selecting an Agent under a Power of Attorney

February 8, 2019 by Michael O'Brien

Choosing the right Agent under a Power of Attorney is one of the most important choices. This article discusses the qualities of an ideal Agent and qualities to avoid in selecting an Agent. Read on to learn more.

Selecting an Agent

“Michael has a comprehensive knowledge of estate palnning needs and trust issues. I trust his guidance and counsel completely.”

jim–

“Michael was insightful about our estate planning needs, timely in responding to our questions, and flexible about coming up with helpful suggestions.”

tom–

“Personal, professional service and follow up. Did what he said he would do at the agreed price.”

paul–

“Michael and his team work very closely with you to help build a strategy for you regarding estate planning. They do not overdo it. They work hard to be certain their suggestions/recommendations fit your needs. Michael asks great questions, listens well and delivers on his commitments. I was very appreciative and hugely satisfied.”

anonymous–

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