Skip to content

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.

Downtown Los Angeles with Mount Baldy behind it

California region

Managing a parent's money in Los Angeles

Helping a parent anywhere in Los Angeles County? The California rules are the same here as everywhere else in the state. Start with the checklist, then work through each bank or brokerage.

Los Angeles

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 Orange County San Diego Sacramento Inland Empire Central Valley