She had a stroke in Aug of 2023 and went into assisted living. She asked for a year to come home. I moved her home in April and she is doing well. She is of sound mind. My brother is POA and an alcoholic. He has managed her rental properties since her stroke. He is refusing to give her a ledger or the deposit books which date back to Aug of 23. She has told him that she is going to begin managing her rental property. She has asked multiple times for this information . Any advice? I don’t know how hard to push her.
Mom can hire a property manager group to manage the properties. It generally costs 10%. They will give her monthly financial reports.
I've revoked a POA myself; found forms that applied to my state on the internet, filled them out, had them notarized at my bank for free, and per state law, sent notice to the person I'd revoked as POA. However, most people should see a lawyer to have it done. It's not something you'd want to mess up by making a mistake!
Getting the ledgers and deposit books is another matter. If mom is successful in revoking POA and starts managing her properties again, I suggest that all records be kept on a computer and banking done online. Modern day business practices do not need ledgers, with which many things can go wrong. Fire, for instance. Flood. Or as has happened, a family member removing them and not giving back.
Is mom capable to do that? Are you? If not, you'll need to hire someone to bring her business practices into the modern age.
Contact an attorney.
But, be sure what she is telling you is correct before you embark on this effort.