For organizations

Power of Attorney education for the people your organization serves.

Why it matters

Power of Attorney touches nearly every family eventually — and the organizations that serve them are often the first call. POA Caregiver™ brings Power of Attorney education to your workforce, your members, and the families and clients who depend on you. Every Power of Attorney involves a person whose dignity and wishes come first, and someone trusted to protect them.

How POA Caregiver can help

How POA Caregiver supports your staff, your members, and the families and clients who come to you.

01 — Learn

See what Power of Attorney education can do for the people you serve.

People are often given Power of Attorney responsibilities without meaningful education about the role, and organizations like yours are frequently where they turn. POA Caregiver was built in response to that gap, with education designed around your staff, your members and the families you serve.

InformationSolutions for OrganizationsHow POA Caregiver brings education to your workforce, members, and the families and clients you serve.See Organization Solutions →

02 — Prepare

Equip your staff.

The Professional Program and staff training provide structured, consistent education, so your team shares the same understanding and approach.

Professional Program · $599The POA Caregiver Professional ProgramCertificate education for staff who work with agents and families: advisors, care managers, clinicians and support teams.Explore the Professional Program →Quoted on requestSpeaking & EducationClient Education Sessions, staff training and continuing-education presentations, scoped to your organization, in person or virtual.Explore Speaking & Education →

03 — Navigate

Support the families and clients who come to you.

Client Education Sessions bring plain-language Power of Attorney education directly to the families and clients you serve. Tell us what your organization wants to accomplish, and we’ll respond about fit and next steps.

ConversationStart an Organization ConversationTell us what your organization wants to accomplish and we’ll respond about fit and next steps.Request a Conversation →

Solutions by organization

Senior Living & Home Care

Give residents’ families a trusted guide through the Power of Attorney and caregiving roles, and equip your staff to recognize when a family needs help.

Employers & Benefits

Support employees who become responsible for an aging loved one — practical education and resources offered as a caregiver benefit.

Healthcare & Health Systems

Help discharge planners and care teams point families to plain-language Power of Attorney guidance at the moment they need it most.

Financial Services & Insurance

Equip advisors to raise Power of Attorney readiness with clients and add real value before a crisis — the plain-English, ethics-first way.

Law Firms & Estate Planning

Extend client education beyond the signing, and co-brand resources that keep clients prepared long after they leave your office.

Associations & Other Organizations

Bring Power of Attorney literacy to your members or community with education, shared resources, and Professional Program seats for the people you rely on.

What an engagement may include

Family education sessionsStaff training & CE presentationsProfessional Program seats for staffPOA Caregiver resourcesState-specific resources

Organization engagements are scoped to your needs — pricing on request.

For the people you serve

The Essentials Package

A ready-to-share Power of Attorney planning resource for the clients and families you serve.

Give the people you serve a practical place to begin. The Essentials Package brings Power of Attorney and Health Care Agent education together with guided planning and organizational tools, professionally presented and ready to hand to your clients.

Extend the client experience

A tangible resource that keeps helping long after the appointment or transaction.

Encourage proactive planning

Helps clients see what they have in place, what may be missing, and which conversations to have.

Make it yours

Available POA Caregiver branded or presented with your organization’s identity.

What’s inside, quantities and partnership options are shared on a short call.

Schedule a call about The Essentials Package →

POA Caregiver provides educational and organizational resources, not legal, medical, or financial advice. Materials do not replace professional guidance or legally executed documents.

Partner with us

Start an organization conversation

We’re partnering with a select group of early organizations to shape these solutions. Tell us about your organization and what you’re trying to solve, and we’ll be in touch — usually within a couple of business days.

Organizations that serve people navigating Power of Attorney responsibilities can also apply to the POA Caregiver Professional Network: Join the Professional Network → Education, not legal advice. Offerings and availability are evolving as the platform grows; details and pricing are confirmed directly with each partner.