Off The Clock

Your Financial Institution Won't Accept Your Power of Attorney

June 19, 2024 Procino-Wells & Woodland, LLC Season 6 Episode 52

Sometimes it happens! A financial institution won't accept the essential legal document meant to help you support your loved one. Now what? Our Estate Planning Department Manager, Laura McCreary, is on the mic to offer an explanation of why this happens on occasion and what steps we might take to resolve it.