I was always of the school that said the executor stands in the legal position of the decedent. As such, he or she could legitimately request statement copies up through the date of death, but not for anything afterward. The POD beneficiary had no legal interest in the account before it fell in his/her lap, so is not entitled to history. The POA, as I understand it, has no further standing at all, and gets nothing.
Last edited by John Burnett; 03/06/13 09:02 PM.
But my opinion means nothing here. You asked for the advice of bank counsel. Wait for it and use it. If you're of a mind to do so, share what you learn from counsel with the rest of us, please.
John S. Burnett
Fighting for Compliance since 1976
Bankers' Threads User #8