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As far as I know, the POA is responsible only to the one who appointed him/her. Actually, it would be a violation of trust to share financial information with others. Do you feel that your Mom's finances are being used for other than her needs??
Generally as POA you are entitled to oversee all her financial information: bank accts, investments etc. You would need to establish your POA at each institution and ask that her statements/or copies of them be sent to you. Where do your brothers come in to this?? And I assume you are asking because your mother is incompetent and can't manage her own affairs any longer?
Robert, your profile states you are caring for someone with dementia. Is your mother living in your home, you in her home, or is she in a facility? If either of the first 2 situations, you're in a difficult situation to be managing her care when someone else holds the financial and legal responsibilities.
Regardless, the proxies named in the DPOA don't have an obligation to provide you with information unless that's specifically a requirement in the DPOA document.
Do you suspect some wrongdoing or do you just want to be kept aware of their actions?
Robert, it will not be helpful to you to start many posts with basically the same issues. It will not be helpful for the caregivers and experts to be left in the dark about your legal question concerning your brother having your mom sign a quit claim deed-question on another post. We are trying to help you.
This depends on if your mother is competent or not. If she is still legally competent, she can still conduct her own affairs without the permission of the POA. It would be nice if the POA knew about it, but she does not have to tell him. The POA can acts as an agent for the person, but the person can still act as an individual.
If a person has been declared legally incompetent, then yes, the POA needs to be aware of all financial transactions to make sure fraud is not occurring. If there is a leak in resources somewhere, it is the job of the POA to take steps to close the leak.
In your other post, your concern seems to be that the health care aid told you that the POA brother had your mother sign a quite claim deed giving him the house. Is that what this is about?
If that was a fraudulent act, I'm sure it can be reversed. But, first verify that this actually took place. Did Mom actually sign something? How long ago? What, exactly, was it?
Also it would be helpful for anyone trying to give advice to know the broader picture. Are you mother's hands-on caretaker? Do you live in that house with her, or visit very often, or what? Or is she in a care center, and the house needs to be disposed of?
The more we understand the situation, the more helpful we can be.
As far as I know, there is no "reporting" requirement that goes along with being POA, to anyone other than the grantor.
If this concerns the QCD that your mom's aide reported that mom signed, you need to find out if that event actually happened and take action if it did.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
Where do your brothers come in to this??
And I assume you are asking because your mother is incompetent and can't manage her own affairs any longer?
Regardless, the proxies named in the DPOA don't have an obligation to provide you with information unless that's specifically a requirement in the DPOA document.
Do you suspect some wrongdoing or do you just want to be kept aware of their actions?
However, if she's in a care fa
If a person has been declared legally incompetent, then yes, the POA needs to be aware of all financial transactions to make sure fraud is not occurring. If there is a leak in resources somewhere, it is the job of the POA to take steps to close the leak.
If that was a fraudulent act, I'm sure it can be reversed. But, first verify that this actually took place. Did Mom actually sign something? How long ago? What, exactly, was it?
Also it would be helpful for anyone trying to give advice to know the broader picture. Are you mother's hands-on caretaker? Do you live in that house with her, or visit very often, or what? Or is she in a care center, and the house needs to be disposed of?
The more we understand the situation, the more helpful we can be.
If this concerns the QCD that your mom's aide reported that mom signed, you need to find out if that event actually happened and take action if it did.