[WSBAPT] Bank of America question

[Candy Correia]

Hi Listmates,

I’m providing some pro bono services. I’m wondering if anyone has ever dealt with Bank of America and a DPA that names co-agents to act on the principal’s behalf? The DPA states they must act together unless one of them is unwilling or unable to act. The principal is incapacitated and elderly. The bank says the DPA must state that the agents can act independently and they won’t allow two signatories on the account. 

Thanks in advance for any guidance!

Candice 

Associate Professor 
Whitworth University 

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