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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.

Crystal Cove State Beach, Newport Coast

California region

Managing a parent's money in Orange County

Helping a parent in Orange County, from Anaheim to Laguna Woods? Use the California checklist first, then open the page for each place your parent keeps money.

Orange

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 San Diego Sacramento Inland Empire Central Valley