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Cake day: July 1st, 2023

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  • Just so you know, power of attorney becomes void at death. It allows you to act as that individual, but when they are deceased, you can’t act as them anymore.

    If you run into other items, just be aware additional documentation will very likely be needed—death certificate plus typically letters of testamentary/administration (the term varies by state).

    Source: I worked with estates, trusts, POAs, and more in a banking role for several years.