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BankersOnline.com Forums State-Specific Compliance Issues Massachusetts POA Issue
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#2220942 - 09/04/19 07:07 PM POA Issue
Jo Offline
Member
Joined: May 2009
Posts: 75
Can an individual who is the Personal Representative of an Estate, allow his own Power of Attorney, access to the Estate account?

The POA wants statement copies for the Estate account for Mass Health.

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#2220961 - 09/04/19 08:15 PM Re: POA Issue Jo
John Burnett Offline
10K Club
John Burnett
Joined: Oct 2000
Posts: 40,086
Cape Cod
The personal representative can't delegate access to the estate account to his personal agent/attorney-in-fact.
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John S. Burnett
BankersOnline.com
Fighting for Compliance since 1976
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