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Information only, not legal or financial advice. More

This guide summarizes what institutions and California law publish. Rules change and every family is different. Talk to a California-licensed attorney before signing or relying on a power of attorney.

Bixby Creek Bridge on the Big Sur coast

California-first · Free · Every fact sourced

Your parent signed a POA. Now every bank wants something different.

Plain steps for a parent's bank, brokerage and crypto accounts: which form, where to send it, and what to do if they say no.

Start here: California checklist Browse institutions

Where does your parent live?

California law is the same statewide. Your region page adds a local helper nearby.

Bay Area Los Angeles Orange County San Diego Sacramento Inland Empire Central Valley

Institutions

Banks, brokerages, crypto and Social Security. Pick one to see its forms and steps.

Chase Bank of America Wells Fargo Charles Schwab Fidelity Vanguard Robinhood Coinbase Kraken Social Security (SSA)

How it works: 1Check the POA with the checklist2Open each bank or account3Submit it and keep notes

Your closest helper

Local POA, elder-law and fiduciary pros in your region

Where does your parent live?

We remember your choice on this device only.

Resources

Official CA Probate Code (POA)