Moravec Varga & Mooney

Short Answer In California, a bank or other financial institution cannot arbitrarily refuse a valid power of attorney (POA). If an attorney-in-fact presents a properly drafted, signed, notarized (or witnessed), and validly made California financial POA, the institution generally must accept it within a reasonable time or risk being liable for attorney costs and legal action under the California Probate Code , particularly for statutory form POAs. However, banks may refuse a P

Introduction Signing a document as a Power of Attorney (POA) requires careful understanding of legal authority and responsibility. When...

Planning ahead for medical decisions is a smart part of any California estate plan. One of the most important tools is a Durable Power of...

A Power of Attorney (POA) is a powerful estate planning tool in California that allows someone you trust to act on your behalf in legal,...

One of the most effective ways to protect yourself or a loved one from unwanted court intervention or abuse is through careful estate...