[WSBAPT] interesting question from a financial planner

Mike Zeno mikez at zenolawfirm.com
Fri Nov 19 14:33:56 PST 2021


I was preparing a Will and dpas for a financial planner, who posed an interesting question:  his company's policy is not to accept powers of attorney that are more than 5 years old.  (I realize the policy may not have a solid legal foundation.)  He asked if that means you have to re-do/re-sign the POA every 5 years?

How do folks deal with this issue?

Mike Z

The Law Office of G. Michael Zeno, Jr., P.S.
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Kirkland, WA 98033

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