Has anyone found a work around for a home-bound person who cannot sign documents at the bank? I am a co-trustee and durable power of attorney for my 95-year-old dad, but Wells Fargo bank won't let me either take the forms home to him to sign or come to my dad's home. We are trying to change his account to joint ownership so that I can better help him manage his financial affairs. He is not mentally incapacitated (or completely physically incapacitated).
I'd call around to small banks (or better yet, go in person) to ask how they'd handle that situation. If they'd agree to send someone to the house, just write a check to empty the WF account and fund the new account that way.
If they ark, tell them your dad is happy to talk to them alone to assure them there's no coercion and that he's of sound mind.
BRING BACK THE EDIT BUTTON!
I hope someone comes up with a better answer but this might be a case where you might have to get a Medical Transport and take him to the bank.
If this is possible make an appointment and bring him in.
If this is not possible would they accept a "Zoom" meeting with witnesses in both locations?