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Bridget Makai, an attorney in Petaluma, California, addresses a question from a client acting as a durable power of attorney about issues with banks or brokerage firms not accepting their document. She explains that individuals with a durable power of attorney can manage another’s financial affairs but not their health care decisions. It is noted that this situation occurs occasionally due to specific requirements outlined in California law for durable powers of attorney. These requirements include essential phrases and clauses that must be included in the document to ensure its validity.