30842 Livorno Court, Westlake Village, CA 91362 | 1835 Newport Blvd A109-282, Costa Mesa, CA 92627 | 818.903.7993 | melissadalton@daltonfiduciaryservices.com

Power of Attorney (Financial Matters)

When appointed as your Agent under a Power of Attorney, we provide trusted oversight of your financial affairs if you become unable to manage them yourself. This legal appointment allows you to choose a responsible, experienced professional to act on your behalf with clarity and accountability.

Our role may include paying bills, managing investments, overseeing property, coordinating with financial institutions, and handling other financial responsibilities in strict accordance with your instructions and best interests. We act carefully, ethically, and with full transparency — ensuring your financial matters remain stable, organized, and protected when it matters most.