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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.

Farm fields near El Nido, Merced County, from the air

California region

Managing a parent's money in the Central Valley

Helping a parent in Stockton, Modesto, Fresno, Bakersfield or anywhere in between? The same California rules apply. Start with the checklist, then each bank or brokerage.

San JoaquinStanislausMercedFresnoTulareKern

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

Bay Area Los Angeles Orange County San Diego Sacramento Inland Empire