| I have done this for a family member. You need to look at all of the mail that comes in. My assumption is that being elderly they are not online and get statements mailed to them. We are coming up on the end of a quarter, so any other accounts (brokerage, mutual funds, etc..) should be sending out statements soon too. It may take a couple of months for all the info to become known.
Another thing that happens is that accounts go dormant from lack of activity. Not sure about NY, but in Illinois there is a search website and the claim process is easy, just a bunch of paperwork.
Getting the information should be no problem. But you cannot do anything with it unless you have power of attorney. Do not pay a lawyer to draw this up, get the standard state form, fill it in and get it notarized (once again, NY laws may be different). Once you have that be prepared to do the same at a bank as they often have their specific forms and procedures (some do, some don't). As long as you have the right paperwork and appear to be acting in the best interest of the person you represent, no one will question your activity.
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LOG #337
G&L Club #91 (retired)
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