Get your Power of Attorney recognized, one institution at a time.
You’re acting under a Power of Attorney for someone you love. Steward walks you through what each bank, brokerage, or agency usually asks for, helps you prepare what to send, and keeps the next step clear.
Guidance, not legal advice.
Having the POA doesn’t mean every institution will recognize it.
Getting your authority recognized takes more than the signed document. Steward helps with the part that comes after signing: figuring out what each place actually needs.
- Requirements vary by institution: one bank's form isn't another's.
- Some steps happen by phone, some by mail, some only at a branch.
- An institution can ask for its own affidavit or extra documentation.
- It's not always clear who to call, or what to send next.
How it works
Step 1
Tell Steward who you're helping
A short guided interview, one question at a time. Your answers save as you go.
Step 2
Add your POA and the places you need access
Banks, brokerages, insurers: wherever the person you're helping has accounts.
Step 3
See what each place usually asks for
Steward shows what a place typically requires when that information is available.
Step 4
Build what you need to send or bring
Prepare the paperwork for each place, one at a time.
Step 5
Track what happened, fix issues if they come back
Know what's still waiting and what needs another look.
Along the way
Every step is recorded automatically
A running history of every call, packet, and reply, kept as you go.
More than a checklist: guidance for each place, when you need it.
Steward’s plan is built around what institutions actually ask for, when that’s known, not a generic to-do list.
We already know what Chase usually asks for. That's a head start.
This form may only be available at a branch.
Call ahead and ask which team handles Power of Attorney requests.
Because this POA takes effect upon incapacity, supporting documentation may be requested.
Sent 12 days ago, typically about 10. We'll flag it here if a follow-up date arrives.
What it actually looks like
A short guided interview builds your plan, then Home keeps you oriented: where you are, what’s next, and what needs you.
What’s your relationship to Eleanor?
This helps us use the right words. It doesn’t change what you’re allowed to do.
I'm Eleanor's child
Adult son or daughter
I'm Eleanor's spouse or partner
Other family or a trusted friend
I help professionally
Fiduciary, attorney, or assistant to one
You’re helping Eleanor
You’re working the plan for Eleanor, one place at a time.
Step 3 of 5 · Send packets
DO THIS NEXT
Get started with Chase
Vanguard: accepted
- Requirements vary by institution. Steward shows what's known, honestly, when it's known.
- Steward provides procedural guidance, not legal advice.
- Acceptance decisions remain with each institution.
Know what to do next.
Start with the person you’re helping and the places where you need access.