Become a Referral Partner

Join the POA Caregiver™ directory of vetted professionals — and be the trusted advisor families find the moment Power of Attorney becomes real.

Why this matters

Millions of families face power-of-attorney decisions with no plan and no guidance, usually in the middle of a crisis. POA Caregiver™ educates them — through state Handbooks, free tools, and a certification program — and then points them toward the professionals who can actually help: attorneys, financial advisors, insurance specialists, CPAs, and senior-care experts. That referral is where you come in.

What partners receive

A listing in the directory. The families we educate browse our directory of vetted professionals to find trusted help in their area and specialty.

Warm referrals. Clients who already understand the role and arrive looking for someone to guide them — not cold leads.

Co-branded resources. Put POA Caregiver™’s handbooks, checklists, and guides into your clients’ hands with your name alongside ours.

Training that sets you apart. Our on-demand advisor course positions you as the Power of Attorney-ready professional in your market.

Who it’s for

Financial advisors, estate-planning and elder-law attorneys, insurance and annuity specialists, CPAs, and senior-living and care professionals — anyone families lean on when a loved one can no longer manage their own affairs.

How it works

Complete the on-demand advisor training (or an approved equivalent), so we know families are in good hands.

Agree to our education-first standards: you educate, convene, and refer — you stay in your professional lane.

Get listed in the directory, receive referrals, and share co-branded resources with your clients.

Ready to talk?

Reach us through poacaregiver.com (the Contact page) and we’ll walk you through partnership options for your practice.

Draft overview — partnership terms, standards, and any fees are confirmed individually. Education, not legal advice.