How do I go about getting my mother's doctor to write the proper letter for a financial POA with her banking institution?

My daddys doctor refused to write a letter, however he said he would sign one that was written. So I wrote one that was worded the way that was needed, took it to the doctors office, he signed it and I picked it up two days later. Maybe if you suggest that to the doctor that may help - oh and give him a copy to leave in the patients file!

I’m DPoA for my Aunt in FL. Every single bank where she had an account (3) made me bring in my PoA document and still put me through their own PoA protocol. One bank insisted I bring her with, another was satisfied with just her ID.

Is your PoA authority active now because of the letter? Have you taken both documents to the financial institution? Do they need a different type of document that is a medical record of her diagnosis or cognitive impairment? Ask them what type of document and what kind of wording they need to see.

Does the template letter not say she is incapable of making her own decisions? If it does not, and if this is not a well worded POA done up by a smart attorney then the bank won't accept it. This means a court action and I am sorry about that, but there will have to be a competency hearing; you might as well consider going for conservatorship at this time and that will lock it all in.

I am very surprised, frankly, because the MD may just get called into court for questioning at this point. You may want to make that point to the examining MD.

You have to understand that Banks are very careful. They cannot put someone in charge of someone else's money. You would EXPECT them to protect your mother in this manner I would think.

Be certain to keep meticulous records when you attain your status and begin to act for your Mom. So sorry you are going through this.