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Processing Financial POA

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  • Processing Financial POA

    Hello, my elderly Mom has a living trust with financial power of attorney. My sister and I are named as trustees. It states I must get 2 doctors letters of incapacity for the POA to be put into effect. I am working on those now with a neurologist. My question is. When I get the letters who do I take them to in order to be processed? Her attorney?

  • #2
    Originally posted by rickcl View Post
    When I get the letters who do I take them to in order to be processed? Her attorney?
    Yes, I would contact the attorney who drew up the POA to find out what you need to do to activate it.
    Steve

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    • #3
      Thanks Steve.

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