Many banks lack the legal staffing to understand powers of attorney, guardianship or conservatorship accounts and do not have time to educate employees at branch locations. Trust banks generally specialize in this type of account, so before the need arises and assuming you are the power of attorney, close an old bank account and open a new bank account with a trust bank who understands your needs today and in the future.

Return from Frustration of Dealing With Banks When You Are The Power of Attorney to the Caring for My Parents Home Page

About Pamela D. Wilson

PAMELA D. WILSON, MS, BS/BA, NCG, CSA supports organizations, caregivers, and aging adults with practical and proven advice, tips, and solutions to navigate health and health care, financial costs of care, legal matters, and family dynamics of caregiving. Visit her website to schedule a 1:1 consultation, inquire about expert witness or speaking services, and access her online caregiver education programs, podcast, articles, and videos.

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