Reply to Banks extremely slow and not recognizing POA

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[quote=Anonymous][quote=Anonymous]Just get all their passwords.  [/quote]

Op here. I have been doing some of this for utility type bills.

Unfortunately they were very adverse to setting up online accounts. My father was scammed once (a lot of money) and was overly concerned about being hacked. I have been able to access  a few accounts but without account setup and with the privacy controls in place today  it is pretty limiting.
Plus we need to do transfer into trust and that will not be able to be done just online.

On comments about getting them to sign paperwork to do POA directly to us, it’s too late. They are already deemed unable to manage their finances so doing it now would not work. Plus they were (and still are) thinking they can handle their finances which is totally ridiculous. Neither can write a check fully and their writing is hard to decipher. We have had several checks returned in the past year that my father wrote because they are unreadable. We were trying to maintain their dignity while making sure bills were paid, taxes were done, their finances managed for future. My father goes to the bank in their building and takes out 15 $100 bills to pay the phone company and the electric bill! Like the good old days when cash was king. Very upsetting because the money just disappears. They have very complex financial setup. One off we can deal with issues but day to day it is so hard to keep track. RMDS for example. Taxes. The trust. Rental property. Second home. Several complex brokerage accounts with limited partnerships.
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