Chula Vista, CA asked in Estate Planning for California

Q: My aunt has a notarized General Durable POA for my uncle who has ALZHEIMER’S.

The POA states: Estate, Trust, and other beneficiary transaction’s amongst other categories. My aunt wants to know if she can change/delete beneficiaries on their Trust Agreement?

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1 Lawyer Answer
Julie King
Julie King
  • Estate Planning Lawyer
  • Monterey, CA
  • Licensed in California

A: The answer to your question will depend on the language in their trust (i.e., whether it is revocable vs. irrevocable) and the language in the power of attorney. A power of attorney can be very limited and allow an agent to do only a few tasks or the power of attorney can be broad and allow the agent to do a wide variety of tasks. In other words, a lawyer would need to read the actual documents in your situation to be able to answer your question. Sorry about that!!

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