Surprisingly the answer to this question is, no. The agent is not required to release that information unless the principal requests it from the agent, unless the court orders the agent to turn the information over, or the principal dies and the personal representative of the estate requests the information. Contact our office if you have any questions.
Is an Agent Acting as my Power of Attorney Required to Disclose Receipts Disbursements and Transactions?
Nov 15, 2019 | Power of Attorney
