[WSBAPT] Merrill Lynch wanting death certificate of first nominated POA

Brent Williams-Ruth brent at williams-ruthlaw.com
Fri Oct 6 09:54:44 PDT 2023


List Members -

I have a client who has become incapacitated due to medical reasons. Her
first nominated agent in fact has passed away. The second nominated is
trying to work with the people at Merrill Lynch. They are refusing to
accept her as the successor POA without a death certificate of the first
despite the language stating that the second may serve if the first is
unable, unwilling, or unavailable to serve.

Does anyone have a contact within ML that they are willing to share to help
smooth the way. My client is about to be discharged from rehab center and
needs to be able to pay for care....sadly her POA doesn't have the ability
to float any money until she can get access to the Principal's funds.

*Brent Williams-Ruth* (pronouns: he/him)
*Attorney-At-Law*

*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*

*Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003*

***EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to
the following address: **PO BOX 3319; Federal Way, WA 98063 *

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail <Brent at Williams-RuthLaw.com> / website
<http://www.williams-ruthlaw.com/> / facebook
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