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Always check with each bank, but broadly speaking, you'll usually need the following: Power of Attorney documentation or online code. This can be the original Power of Attorney document or a certified copy.
You must: follow any instructions the donor included in the LPA. consider any preferences the donor included in the LPA. help the donor make their own decisions as much as they can. make any decisions in the donor's best interests. respect their human and civil rights.
You can give someone power of attorney to deal with all your property and financial affairs or only certain things, for example, to operate a bank account, to buy and sell property or change investments.
The POA cannot transfer the responsibility to another Agent at any time. The POA cannot make any legal or financial decisions after the death of the Principal, at which point the Executor of the Estate would take over. The POA cannot distribute inheritances or transfer assets after the death of the Principal.
To get started, you'll need: a power of attorney document giving the attorney permission to act on the account holder's behalf. a registration stamp from the Office of the Public Guardian (for lasting power of attorney documents) an Office of the Public Guardian access code, if you're using one. proof of ID and address.