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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.

Sacramento skyline and Tower Bridge over the Sacramento River

California region

Managing a parent's money in Sacramento

Helping a parent in the Sacramento area, from Davis to Roseville to Placerville? Start with the California checklist, then open each institution's page.

SacramentoPlacerYoloEl Dorado

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 Inland Empire Central Valley