Power of Attorney and Incapacity Support for Oregon Families
A fall. A diagnosis. A hospital stay. When a parent suddenly can't manage their own affairs, families are left handling bills, accounts, care decisions and providers all at once, often while working and raising their own kids. Steward Legacy Group steps in as agent under a durable power of attorney or as trustee, managing finances and coordinating care so your family can focus on being family.
When families call us
A parent has been diagnosed with dementia or Alzheimer's and can no longer manage money safely
A sudden fall or hospitalization left no plan in place
Bills are piling up and no one knows which accounts exist
You need to find, vet and pay for in home care or a care facility
Siblings disagree, and everyone is exhausted
What we do as your trustee
Financial management.
We pay bills, manage accounts, track income and expenses, handle insurance and keep clear records your family can see.
Property and household.
We oversee the home, vehicles and other property, including a sale when a move to care is needed.
Care coordination.
We work with in home care providers, assisted living and memory care facilities, doctors' offices and aging life care managers so your loved one's needs are met.
One point of contact.
Your family gets regular updates from one trusted, neutral source, which eases tension when siblings see things differently.
Power of attorney or trustee?
A durable power of attorney lets a named agent handle finances for someone who is living but can no longer manage them. A trust names a trustee to manage assets held in the trust. Many families have both. We can serve in either role, or both, depending on how your loved one's documents are written.
Planning ahead
If your parent still has capacity, now is the time to plan. Their estate planning attorney can name Steward Legacy Group as agent under power of attorney and as successor trustee, so there is a clear plan before a crisis.
FAQs
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Yes. In Oregon, a person can name a professional fiduciary as their agent under a durable financial power of attorney.
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A daily money manager helps older adults pay bills and organize finances. As agent or trustee, we provide that support along with full legal authority and care coordination.
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Call us. We'll talk through the situation and connect you with an elder law attorney about the right next step.
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No. We coordinate with care providers and facilities. We do not provide medical or in home care ourselves.
You don't have to manage this alone.
This page is general information, not legal or medical advice.