A power of attorney is only as good as the person operating it.
Complete Financial Power of Attorney Services — From administrative support to direct appointment as your named Financial Agent.
The document gives someone authority. It doesn't give them time, systems, or a free evening every week to sit with a stack of statements. Granitefield does that work.
Financial Power of Attorney pricing
Two ways to name Granitefield as your agent. Both begin with the same one-time activation, and neither carries a monthly retainer. Scope and pricing are confirmed in writing before any engagement begins.
Future Planning Agent
$249 activation, then $149 a year
For a plan you are putting in place now. Granitefield is formally named as your agent on the document today and stays ready in case the day comes when someone has to act.
$249 to activate, then $149 a year to keep your profile and agent status current. Nothing further unless we begin acting on your behalf.
Half priceFraud and identity monitoring at 50% off the standalone price — billed separately, not part of the activation.
Primary Agent
$249 one-time activation
For a situation that needs an agent working now. The activation is the same. From there you are billed only for the work actually performed.
$150 per hour, for work performed. No monthly retainer.
Fraud and identity monitoring included at no extra charge.
What is included
Your activation covers, on either tier
- An onboarding call and a financial profile intake
- A read-through of the power of attorney document to confirm what it authorizes
- Granitefield formally named as your agent and registered with the institutions that need it
- Secure custody of the document and the records that go with it
Fraud and identity monitoring
Included at no extra charge with Primary Agent, and with direct fiduciary appointments. Future Planning Agent clients can add it at 50% off the standalone price, billed separately.
- Watches activity on your credit and debit cards
- Watches activity on your bank accounts
- Shows balances from your accounts in one place
- Notifies you about bill payment activity
- Scans the dark web for your details turning up where they should not
- Lets a family member or caregiver you authorize be looped in
- Two monthly newsletters: one on financial health, one on current scams
- 24/7 customer care from the monitoring platform
- Optional add-ons for property-title and email monitoring — ask for current add-on pricing
Trustee, Executor, or Personal Representative
Direct appointment as Trustee, Co-Trustee, Executor, or Personal Representative is priced case by case rather than from a list. Fraud and identity monitoring is included with those appointments as well.
Call Granitefield for pricing: 803-500-4638 See fiduciary appointments
Being named agent is a job. Nobody explains that part.
Someone signs a durable power of attorney naming an adult child, a sibling, or a friend. Everyone feels better. The document goes in a drawer.
Then a parent's memory starts slipping, and the person named has to actually do it: pay the bills on time, every month, from accounts they've never seen. Read the Medicare correspondence. Notice that the same insurance premium came out twice. Keep records clean enough that a sibling asking questions two years from now gets a real answer.
Most people named as agent have a job, a family, and often a few hundred miles between them and the mail.
What we do
Complete financial power of attorney work — the full operational scope, not a piece of it.
- Bills paid on time. Recurring and one-off, tracked so nothing lapses and nothing gets paid twice.
- Accounts monitored and reconciled every month. Someone is actually looking at the statements.
- Mail handled. Sorted, acted on, escalated when it matters.
- Income tracked. Social Security, pension, annuity, rental — confirmed as received.
- Documents organized and secured. Everything in one place, where it can be found.
- Written monthly reporting. What was paid, what changed, what needs attention. Plain language, one document.
- Coordination with the professionals already involved. Your attorney, CPA, and advisor stay in the loop.
Who this is for
You've been named as agent and the work has outgrown your evenings. You keep the authority and every decision. We do the recurring work and send you a monthly summary so you always know where things stand.
You're a professional whose client needs this handled. Attorneys, CPAs, and advisors bring us in when a client's day-to-day finances need someone dependable and the family doesn't have an obvious candidate.
You're wondering who should serve at all. That's a real question and it's worth a conversation rather than a web page. Call and we'll talk through the options, including the ones that aren't us.
What we don't do
We do not provide legal, tax, or investment advice. While our individual professionals can serve directly as your appointed Financial Power of Attorney, we work alongside your attorney, CPA, and financial advisor to execute your plan.
How it starts
A 15-minute call, no cost and no form to fill out first. You describe the situation. We tell you whether we're the right fit — including when we're not, and where to look instead.