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Information only, not legal or financial advice. More

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.

Golden Gate Bridge at sunset, seen from Marin

California region

Managing a parent's money in the Bay Area

Helping a parent in San Francisco, the Peninsula, the South Bay or the East Bay? Many Bay Area families do this from far away. The steps below work the same wherever you live.

Santa ClaraSan MateoSan FranciscoAlamedaContra CostaMarin

Institutions

Bank, brokerage and crypto rules are the same nationwide. Pick one to see its forms and steps.

Chase Bank of America Wells Fargo Charles Schwab Fidelity Vanguard Robinhood Coinbase Kraken Social Security (SSA)

How it works: 1Check the POA with the checklist2Open each bank or account3Submit it and keep notes

Start here: California checklist

Other California regions

Los Angeles Orange County San Diego Sacramento Inland Empire Central Valley