A legal document that has handed you real responsibility with no real instructions. POA Caregiver™ is the plain-language education and navigation system preparing you for organizing, acting under, and transitioning out of that responsibility — to hand off or to move into the next role, one state at a time.
Morgan Welker is a featured speaker at LeClair Group’s CE Live 2026, delivering a continuing-education session that helps insurance and financial professionals understand the power-of-attorney role and support clients through hard transitions.
Understand the role and get the right documents in place.
The document exists — understand it, know where it’s kept, and know when your authority begins.
Gather accounts, bills, and medical info to act calmly.
Handle banks, healthcare, and benefits as the agent.
Power of Attorney ends at death — close out, give a final accounting, and hand off to the executor or trustee.
Plain-language education for families navigating Power of Attorney, training for the professionals who serve them, and scalable solutions for the organizations that support them. Choose your path.
Understand the role, get your state’s documents in order, and handle the day-to-day — in plain English.
Learn the Power of Attorney role so you can teach your own clients and patients about serving as an agent under a Power of Attorney — and be the trusted first call when it becomes real.
Bring Power of Attorney literacy to your workforce and the families and clients you serve.
The day you turn 18, no one — not even your parents — automatically has the legal right to step in for you if you can’t speak for yourself. An accident or illness doesn’t check your age or your bank balance. A Power of Attorney and a healthcare directive are how you protect what you’ve built and the people you love — before a crisis makes the choice for you.
Three ways to move from overwhelmed to confident. Start wherever you need to today.
Become a confident, capable agent — ten on-demand modules, the full workbook, and a Certificate of Completion. The complete education for the role.
Plain-English guidance for your state’s Power of Attorney rules and duties — including how to handle the official forms — so you know exactly what you can do, and how to do it.
Free assessments, checklists, guides, and worksheets to help you take the next right step — no purchase needed.
None at all. Everything is written in plain language for family members and friends serving as agents. It’s education, not legal advice, and it points you to qualified counsel for state-specific questions.
No. We teach universal principles and best practices for Power of Attorney caregiving in the U.S. Power of Attorney requirements vary by state, and nothing here replaces your own attorney, accountant, or medical professionals.
Ten on-demand modules and 64 lessons, the complete 30-worksheet workbook, a final exam, and the Certificate of Completion. Self-paced, with progress saved automatically.
The Handbooks carry your state’s specific legal detail (Minnesota is first). The Program is national and ethics-first — pair them for the complete picture.
If you are — or expect to become — the person acting as someone’s Power of Attorney, choose The POA Caregiver Program. If your clients or patients face the power-of-attorney role and you want to guide them well, choose The POA Caregiver Professional Program.
Yes. The POA Caregiver Professional Program is for the advisors, bankers, care managers, clinicians, real estate and legal-support professionals whose clients face the power-of-attorney role. Seven self-paced modules teach you to recognize the moment, reassure with plain-language education, and refer well — with a final exam and a Certificate of Completion. It is education, not legal advice.
Yes. A Client Education Session is a short, plain-language talk for your clients and their families about serving as an agent under a Power of Attorney, priced by attendance with optional printed Handbooks for the room. See options and book on the Speaking page.
Live workshops and question-and-answer sessions for people serving under a Power of Attorney are on the way — dates will appear here soon.
Morgan Welker is teaching on Power of Attorney at LeClair Group’s CE Live — continuing education for insurance and financial professionals.
Register at LeClair CE Live →When a book isn’t enough, the POA Caregiver Directory connects you with the private professionals an agent under a Power of Attorney actually needs — elder-law attorneys, fiduciary financial advisors, tax preparers, senior move managers, senior living and home care, estate-sale services, and account-access and tech help — searchable by state and specialty. Government offices and agencies live on each state page, right alongside the handbook and statutes. Launching soon.
St. Paul, Minnesota
Minneapolis, Minnesota
Rochester, Minnesota