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Bridget Makai, attorney from Petaluma, California, specializes in wills, trusts, probate, and Trust Administration. In her video blog, she discusses a common question about the acceptance of a durable power of attorney by banks or brokerage firms. She explains that certain requirements and clauses must be included in a durable power of attorney, as outlined in California law. While not a common occurrence, some institutions may not accept a power of attorney that does not meet these requirements.
