One brother was the Power of Attorney over our mother’s account. We do not know how her account was handled before she passed away. Is there any way to obtain that information?
March 2, 2017
A Power of Attorney is required to keep records and be transparent with the handling of funds or activities on behalf of the grantor. There is a process referred to as passing of accounts that can compel the Power of Attorney to produce accurate accounting of his or her dealings with property of the grantor during the period of the appointment.