| Institution | Type | Verified facts | Not published | Last verified |
|---|---|---|---|---|
| Chase | Bank | 6 | 2 | 2026-10-17 |
| Bank of America | Bank | 5 | 2 | 2026-10-17 |
| Wells Fargo | Bank | 5 | 2 | 2026-10-17 |
| Charles Schwab | Brokerage | 5 | 2 | 2026-10-17 |
| Fidelity | Brokerage | 8 | 1 | 2026-10-17 |
| Vanguard | Brokerage | 8 | 2 | 2026-10-17 |
| Robinhood | Brokerage / crypto app | 2 | 3 | 2026-10-17 |
| Coinbase | Crypto exchange | 3 | 4 | 2026-10-17 |
| Kraken | Crypto exchange | 2 | 5 | 2026-10-17 |
| Social Security (SSA) | Government benefits | 5 | 1 | 2026-10-17 |
Information only, not legal or financial advice. This guide summarizes what institutions and California law publish. Rules change and every family is different. Talk to a California-licensed attorney before signing or relying on a power of attorney.