Hi this place is awesome for support & information so here I go again. I've read a lot of banks try not to honor springing Power of Attorneys even with the required doctors certification. I'm wondering if anyone has had no problems with their bank accepting one recently. I'm in California & she has W.F. & it seems they are up there as worst to accept. I want to close the accounts & open somewhere else before the reverse mortgage funds so any tips & recommendations would help. Have my hands full w/mom right now so I haven't even tried going into the branch. Prefer to avoid that drama if possible. Thxs
Fortunately, I was already on the lock box at the OK bank so I was ok to go in there.. otherwise I would have had a problem still with the OK bank with the POA and getting into the lockbox.
I did bring my Dad to the old banks when closing out all his accounts, and to the new bank to open the new accounts. Plus to also put my name on the accounts so I could write checks for my Dad. My Dad had too many accounts scattered and I wished for him to narrow it down to one bank. So he choose the bank closest to his house which had better handicapped parking.
My Dad was still able to answer the bankers questions even though he had mild dementia. The bank we used was SunTrust.