The program for the person who serves as an agent is the POA Caregiver Program. The POA Caregiver Professional Program is different: it prepares you — the professional — to understand the role, work confidently with the people acting under a Power of Attorney, spot fraud, protect the principal, and guide your own clients and patients.
One-time enrollment · seven self-paced modules, final exam & Certificate of Completion · access emailed right after checkout. No subscription.
Spot when a client or patient is stepping into the power-of-attorney role — or needs to name one — and understand what a valid Power of Attorney is, what it authorizes, and where it stops.
Answer the questions that overwhelm families in plain language, watch for the red flags of fraud and abuse, and help protect the principal — without practicing law or medicine.
Know exactly when and to whom to refer, so the family lands with the right attorney, physician, or financial professional — and you stay the trusted first call.
The document, the roles, and the difference between the agent (the Power of Attorney) and the principal — the foundation everyone who serves families should share.
Durability, springing powers, effective dates, and the common defects that stall a bank, a hospital, or a closing.
How to communicate with the person acting under a Power of Attorney, what they can and can’t do, and how to keep them inside their authority.
The warning signs of financial exploitation and undue influence, and the practical steps that protect the vulnerable person at the center.
How to coach the people you serve through becoming — or naming — a Power of Attorney, using ready-to-use, plain-language tools.
Staying firmly in education, never legal or medical advice, and referring with confidence at the right moment.
Anyone whose clients or patients face the power-of-attorney and caregiving roles. No prior credential required.
POA Caregiver™ teaches Power of Attorney to professionals, including a continuing-education session for insurance and financial professionals at LeClair Group’s CE Live, presented by founder Morgan Welker. The POA Caregiver Professional Program is POA Caregiver’s own, independently developed education.
Enroll in The POA Caregiver Professional Program for a one-time $599 — seven self-paced modules, a final exam, and your Certificate of Completion. No subscription. We email your access link right after checkout.
Send a note — whether you’re weighing it for yourself or enrolling a whole office, we’ll help you get started.
The POA Caregiver Professional Program is a professional-education program issued by POA Caregiver LLC. It is not a state license and does not authorize legal, medical, tax, or financial advice; it prepares professionals to educate and refer, not to practice law or medicine. It is not currently approved toward state licensure continuing-education requirements; state continuing-education approval is being pursued and, until approved, these hours may not count toward license renewal. Education, not legal advice — Power of Attorney requirements vary by state.