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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.

Wind turbines below the snowy San Jacinto Mountains near Palm Springs

California region

Managing a parent's money in the Inland Empire

Helping a parent in Riverside, San Bernardino or the Coachella Valley? The California rules are the same here. Check the document first, then go one institution at a time.

RiversideSan BernardinoIncludes the Coachella Valley and Palm Springs.

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 Central Valley