Question: I have a POA that was drawn up by my brother’s attorney last month. I am trying to get access to his bank account at a credit union. The credit union has denied me any access [...]

Question: Should your trustees on your revocable trust be the same people as those named on your durable power of attorney? Do you recommend bank trust departments for powers of attorney? [...]

Question: My durable power of attorney has the phrase: “it shall not be deemed to be self-dealing on the part of my attorney-in-fact herein to make gifts, transfers or dispositions to or [...]

Question: My wife and I have separate trusts made in Colorado in 2014. We moved to Missouri in 2015. I don’t want to pay for new trusts, so what should I do, if anything, to make sure they [...]

Question: Would successor trustee powers for financial and health management on incapacitation of primary trustee in a revocable trust obviate the need for a springing power of attorney when the [...]

Question: Can a legal guardian of an elderly parent still appoint himself as a durable power of attorney to sell a property without a court’s permission? Then withdraw the guardianship [...]

Question: I’ve been badgering my Dad (age 62, single, with health conditions), to sign durable power of attorney and health care proxy documents for many years now. I think he finally [...]

Question: If I have a revocable trust (funded) with incapacity provisions, and pour over will in place, why would I need a power of attorney springing only in case of incapacity? Response: Good [...]

In the post Do I Need a Lawyer to Get a Durable Power of Attorney? I list the types of questions an attorney can help you answer, but let’s also answer them here: Who should you appoint? [...]

Question: Who can I name to take care of my estate if my children and family are estranged from me and I don’t have any friends I would trust to handle things? What are my options here? [...]