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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.

San Diego skyline at dusk, seen from Coronado

California region

Managing a parent's money in San Diego

Helping a parent in San Diego County? The same California power of attorney rules apply here. Check the document, then go institution by institution.

San Diego

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 Sacramento Inland Empire Central Valley