How much cognition is required to "update" a DPOA to include a grandchild for my mother diagnosed with dementia in 2016?

When we moved my aunt in, she had no papers except her will. I went to a good elder-lawyer with my aunt and husband. The first thing she did was to take my aunt into an office alone, so she could determine if she knew enough of what she was doing, and if she was being well-treated by us. After that, the paperwork was easy. Try doing it, ksordh, soon. Hugs and luck with the whole process.

If your mom is in memory care I would question her ability to update legal documents. I’d be very careful about this.  You should see an attorney.

Also, you will need originals of your POA to file at the courthouse. Emails or copies will likely not be accepted. I’m currently proceeding with guardianship for my folks so I can sell the property to pay for their care. I had no original, signed copies of my POA. The county clerk would not accept copies.

I hope you can get it all legally documented as I hear probate courts can take 50% and be tied up for years. It was too late for my family as my mum turned angry and said that she doesn’t trust anyone. Get it done ASAP. Best wishes (((hugs)))

Yes, don’t panic, but handle this ASAP.

Windyridge, we don't know where the original is. I may try asking mom where all of her legal documents are kept. It used to be in a safety deposit box but she closed them. Her house is 3 hours away and I have looked for important paperwork the last several times I have gone. She is clear most days, enough for a lawyer to get her to sign paperwork.

If you haven't found those papers then your mom might have them with her - check & if she has memory issues she may have forgotten - my mom hid her birth certificate & S.I.N. card for 3 years in a NH - I found them by chance after I went to the trouble to get a new birth certificate - as income tax time comes use that excuse to ask her if she has them as you need them for some tax reason - she may be more willing to give them up for tax reasons rather than YOU want them so ask lower key so that she is not stressed & might remember easier

Windyridge, OMG geez Louise after all you’ve done only to find the original dpoa is mia. How beyond frustrating for you! Thank goodness your folks have the funds to take care of court costs once you get guardianship and there not other family contesting you as guardian.

So Is it the issue that WV requires DPOAs be filed at the courthouse to be recognized? Mississippi does this. Or is it that the county courthouse requires an original DPOA specifically in order for a real estate transaction to be done?
I hope you don’t loose a buyer due to the time for guardianship to be done.

I know for TX there was a period(1989-1992) that dpoas had to filed with the county clerk but that apparently was hugely problematic so got 86’d. Now my understanding that it’s original dpoa mandatory only for nonMLS real estate transactions. 

SpiritDancer, I’ve been executor now 3 different times & have never ever found it to ever be a 50% capture by probate courts. 1 of them involved “foreign” will which meant assets were in states other than the state of final residency, and even then it was fixed costs to get paperwork through. Most states have a set equation as to what executor can get paid (3%-7%) as well as fixed court costs. Awful lot of “estates” have no real a$$et$ but maybe a house or estate beneficiary life insurance policy, so executor fronts all costs till probate closed out. States often have lower priced probate court alternatives to traditional probate, like small estates affidavit or muniment of title actions that can be done often DIY if your comfortable in a CH. Like for TX, muniment is like a $700-$800 fee & 2-3 step filing sequence. 

To me, the issue on crazy costs with probate is when
- there’s not a valid will so court has to determine heirship (&lineage) then get an administrator named & with oversight of estate by court for every action, OR
-litigation is involved... it then all becomes about family infighting. Add to that most probate guys in my experience do NOT do litigation ever. So it’s a smaller group of attys who do litigation and their fees are much much much higher. Totally different creature than the modest atty & legalcosts of the dad who dies with a valid will that can be filed & heirs all ok with terms of will & the named executor type of situation - that’s maybe 3k-5k all in.

Probate court issues to me get magnified as it’s info all publicly available. If you have the time or interest, you can troll the actual current filings at the CH. Probate court stuff is open records in all states to my knowledge. You don’t hear about expenses when Trusts are involved as trusts are totally private. Trusts hit the news when there’s major family $ & drama involved & it’s defunding. Otherwise trusts details all stay private.

For anyone likely to be dealing with probate & as executor, when you are appointed, you get a “Letters Testamentary” that names you as executor. Please please pay to get a lot of Letters Testamentary from the get go. What I’ve found is that now every single entity wants their very own LT original to do anything by you with an account held in the deceased name or on behalf of the estate. Not just the expected banks & life insurance co., but utility co., credit card co, etc.  In the past a xerox of the LT was ok, but not anymore. 

Letters Testamentary are like death certificates, get more than you think you need initially as it’s cheaper and faster at that point.

Hey Iggs,

It is not required in WV to file POAs with the county clerk but it is customary, according to my attorney, for the very reason that they get lost etc.  My parents fuddy duddy of a lawyer did not file it, and has now retired and destroyed his records.   Also, it’s not required to have POA recorded for real estate transactions but it’s a safe/no questions asked, for title searches, questions of ownership and so on.  After it’s granted everything, real estate and all assets are included.  No more screwing around with jerko banks.

After discussing it with my realtor and two different attorneys we all felt guardianship/conservator was the safest most foolproof route. It might have been possible to do a lost document hearing to resurrect my POA but if we have to go before a judge why not get the whole enchilada....

And I have a sale pending contingent on completion of the G/C process.

I usually read all the previous answers but don't have that luxury right now so I hope I'm not reiterating anything anyone else wrote.

I did want to share something I discovered on rereading my father's DPOA. It includes authorization for me to appoint someone to work with me, or succeed me. After all these years I didn't realize I had that authority.

So, for anyone who's in this situation, read the document carefully, very carefully. You may have authority to add someone.

And FYI, this was drafted by a top notch law for which I had worked. It wasn't some downloadable Internet form - far from it.

which mine was, so didn't include real estate, which i'd somewhat attempted to do until found out I couldn't, so wasn't able to sell dad's house but he ended up not moving out of it anyway and the situation for it changed as well but as far as the will thing, dad's lawyer that did his and mom's left town as well without anything being done with the records, but then, in spite of some places and people saying could be done earlier, at least we were told will couldn't be filed until after death - somewhere I've read 5 days - anyway, but also in his case, I'm also an only child and he only basically had his house, so his state did have the provision for not having to go through probate so turned out to be a relatively simple process at that point without much expense; actually the lawyer just let his paralegal handle most of it, and all he had to do was basically sign off on the dispensation re the house