RM wants me to submit 4 things in order to take over my mom’s transactions regarding her reverse mortgage when I told them I am my mom’s POA.
1. Copy of Power of Attorney for finance.
2. Copy of my signed signture that has to be notorized.
3. Copy of my drivers license.
4. Letter from my mom’s doctor stating she’s not able to make decisions for herself (she does have dementia)
They need to speak to her directly.
Hoping the doctor words it good enough to convince the rm that I need to take over.