Community-curated, institution-specific guides designed to save you time and get your POA accepted so you can focus on caring for your loved one.
Three steps. No Runaround.
Pick from an ever-growing list of banks, utilities, insurers, healthcare providers, and government agencies. If they touch your loved one's life, we've mapped their POA requirements.
Don't see your institution? Let us know and we'll research the guide for you - for free!
Get the institution-specific forms, notarization rules, submission addresses, insider tips, and processing timelines.
Instantly download your guide. Access from your phone at the bank, in the hospital, wherever you need it.
Follow the checklist. Use the right forms. Call the right department. Track the submission in your dashboard.
Avoid common mistakes and hours of frustration.
Each guide is institution-specific and updated by fellow caregivers (like you) as they get used. Together, we can make this process suck less.
Where to mail it (exact address). Who to call (exact department and phone number). What to say when you call. How long processing takes.
The exact form they'll accept (with form numbers and download links). Not "contact them for forms." The actual forms.
How many witnesses. What kind of notary seal. Timing requirements. State-specific rules that make or break acceptance.
Learn from previous caregiver mistakes. What makes them reject POAs and how to avoid those mistakes. What to do if yours gets rejected anyway.
The stuff nobody tells you. Like: call Wells Fargo Estate Services at 8am Pacific (lowest wait time). Or how Medicare processes POAs faster if you include the beneficiary's claim number in your cover letter.
Exact language to use when calling to check status. How to escalate when it's been "lost in processing." When to threaten regulatory complaints (yes, we cover that).
Been there. Tried that.
Cost: Free (but it will cost you 40+ hours)
What you get:
Generic state POA laws
Outdated forum threads
Conflicting advice from 2019
No institution-specific requirements
Still get rejected
Reality check:You'll find the PA state POA statute. You won't find Wells Fargo's internal form WF-120-REV or that Medicare needs it mailed to a different address than the one on their website.
If you've read this far and are still unsure of whether we can help, check out our comprehensive guide we wish we had when we were given power of attorney?