My mom has the beginning stages of Dementia and doesn't always understand people on the phone when she is asked to give her permission to speak to me about her affairs.
She was smart enough to create a will, POA for finances and POA for medical, but it is set up as a Trust. I am the POA for both.
She was living in Ohio, had an accident and has been in California with me now so I can care for her. I sent a copy of the POA for finance to her bank in Ohio, so that I can set up her account online and manage her financial affairs until we can get her a bank account here in California.
However, the bank is requesting an addendum to the POA as my mom had set up her will, etc as a Living Trust and the bank account is part of the trust.
Mom and I are living on Social Security and small pensions and can't afford an attorney at this time. Does anyone know of attorneys or attorney organizations that can help us for minimal money or will accept payments?
Thanks!
If they still insist on this addendum seems like it's something they should be able to provide then. Have them send or fax you the addendum that needs to be signed and I would assume notarized, fill in the personal info and take it and your mom to a local notary (bank, PO, police station, Town Hall usually have one) along with ID and get her to sign it. You shouldn't have to hire an attorney for this unless I'm misunderstanding what they want you to do. Remember they (the bank) has attorney's on retainer/staff that should be able to easily help everyone figure this out or at least explain it to you if it get's that far, you shouldn't have to hire someone to do that again.
The alternate would be to contact the lawyer that set up the original trusts that can help with the paperwork necessary.