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Guides / United States

Financial power of attorney

Financial POA typically ends at death, use executor appointment and probate court documents instead

Some steps differ by region inside the country.

Where

The named agent, the attorney who prepared it, and any institution where it was filed.

How

Ask family who held financial power of attorney. Contact the estate attorney, who usually prepared it with the will. Notify any bank that accepted it that the principal has died, since the authority ended at death. Ask the former agent for the records they kept, which are usually the fastest route to the full asset picture.

What to bring

A certified copy of the death certificate

This is practical information, not legal, medical, or financial advice.

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