Institutional friction
Score a power of attorney against the checklist a specific custodian actually argues about: durability, gifts, indemnification, and how old the ink is.
For elder-law and fiduciary teams
Catch POA rejections before the bank does.
ConcretePOA reads a power of attorney the way a custody desk will: which powers are actually granted, whether the execution block will survive the state, and what to fix before a caregiver loses a week at the branch.
Product preview · demo workspace
Robert Hale · Vanguard
Florida durable POA, executed 2018. Illustrative matter, not a client result.
Score
31
- Proprietary Vanguard form was not used. Expect legal escalation.
- One witness on a Florida execution block.
- IRA beneficiary change is not specifically authorized.
Rejection letters, translated
Upload the bank's no next to the POA. The report maps the phrase they used to the paragraph that failed, then gives the caregiver three next steps.
Jurisdiction rule library
Execution checkpoints for the states your matters actually touch, anchored to the public statute chapter and labeled as a review rubric.