Financial Power Of Attorney
Q.Is there a way to legally obtain an aging grandparents financial records with out a power of attorney? I'm specifically looking for information that pertains to Indiana & Ohio (he might have some account in Cincinnati). My grandfather's health is declining, and none of us (including our grandmother) have any inkling as to his financial history, records etc. We don't even know if he has a will. Short of getting a power of attorney, is there a way we can get this information? We just want to make sure he doesn't go into debt because of his declining health.
A.No, you dont have any way. But- your grandmother does. If she's a willing participant, she should have access to the financial records as a joint tenant. If you guide her through the process, you might be OK. Is there a reason that old grandpa isnt willing to give you this info? I have no idea about the laws of OH or IN. Perhaps you should see an attorney, and start searching for wills, ins policies, army discharge papers,NOW! IF your grandfather is a VET there may be VA benefits,but you need his discharge papers to prove it. I have no idea who you are, male, female,married, single,whatever, or what property you own or don't,. May I suggest you get your own personal act together, so if this happens to you, you won't leave a disaster behnd.
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