How To Deal With A Bank Rejecting Your Power Of Attorney
23,352 views
0

 Published On Oct 11, 2023

Get together with like-minded individuals in our Impactful Inheritance community to discuss planning, preservation, and protection of wealth. Join our community today and start making a difference for future generations. 30 day free trial at the following link: https://www.impactfulinheritance.com/...

Our national estate planning law firm website: https://aeplawyers.com/

To request a no-cost zoom estate planning design meeting: https://aeplaw.cliogrow.com/intake/71...

0:00 FInancial Institutions Rejecting Powers of Attorney
0:17 The Problem
0:38 Why Financial Institutions Reject Powers of Attorney
3:03 Common Problem
3:17 Submit Power of Attorney in Advance
3:52 Corrective Action
4:24 Authorized Signer or Full Access
5:39 State Legislation Regarding Rejecting Powers of Attorney
6:16 Some States Have Statutory Power of Attorney
7:14 Transferring Accounts to Your Revocable Living Trust
8:23 Check With Your Financial Institutions
8:53 No Expense Estate Design Meeting

show more

Share/Embed