2. limited electronic access for your own good – the attorney can pay regular bills by electronic transfer of funds but must handle deposits and withdrawals in person – inconvenient but creates an important paper trail: the attorney must show what he/she has done with the account and keep clear records
3. grantor has right to access account unless proven incompetent – which requires proof such as his/her doctor’s written opinion stating that he/she is incapable of managing his/her property. In some contentious cases a full capacity assessment may be needed to satisfy everyone, including the grantor. A good middle ground is a bank account with limited funds which would help preserve his/her dignity while limiting the risks.
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