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How does she go about obtaining his accounts and money?

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I here Wells Fargo is good for not allowing POAs.

I have never had a problem with Moms bank. Of course we bank at the same place so the people knew us.

When it came to dealing with the banks after death, I had a short certificate from the Probate office saying I was Executor and had the power to handle my Moms estate. Which is...finding where the money is,
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Yes, I had this problem.

what I was told I needed to do was to take a notarized copy to the county clerk and have it on file with the county. Once that was done I had a copy with the county clerks seal on it,
the bank was OK with that.

my bigger problem was getting additional copies of Moms death certificate from the county coroner’s office. I had to go to every bank in the area and ask if they had an account for my Mom. Having a copy of the will was not good enough for them. Mom was in the habit of hiding money and not trusting anyone one (or two, or even three) bank. I guess this was part of the mindset left over from the Great Depression.

while she still has her Dad, she needs to have a frank discussion about where everything is.
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My dad's POA only worked for me at one of his 3 banks. The other 2 wanted additional forms filled out by HIM which he is not capable of understanding -- go figure. I ended up getting guardianship. And guess which bank got the guardianship account? Yep, the one who was most cooperative during the POA process. They have been wonderful. I have found only one place where my guardianship has not worked. When dad moved to AL, I wanted to forward his mail from his house to a box at the UPS Store to keep it separate from my own. They would not honor my guardianship and wanted him there to sign the papers (again, not gonna happen) so I just ended up forwarding to my house.
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JoAnn29 Dec 17, 2019
Really, I had no problem changing my Moms address to mine.
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This is not an uncommon problem and apparently some banks are known to be a problem, the simplest thing to do is to have him go to the bank to sign whatever forms they require (apparently they don't ask for proof of competence at this point - go figure).
Some people have gotten around this by having "him" 😉 set up an online account and bypassing the human element, from there "he" can move the money to a more cooperative bank.
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FloridaDD Dec 17, 2019
My experience was that the LO did not have go the bank, we had her sign and have the form notarized.  Where I live, you can find notaries who make house calls.
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No her father did put her on as third party but thats been stopped
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Many banks will not accept powers of attorney. They have their own forms that they want signed by the grantor in the presence of a bank officer.

Can she take her dad to the bank?
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