Accepted Pennsylvania · $49 · instant download
The Pennsylvania POA Readiness Kit
Short answer: an 11-page PDF and a records spreadsheet that get a Pennsylvania power of attorney ready for the bank and keep the agent's paper trail in order. It checks the document against Pennsylvania's signing rules, walks each institution through pre-clearance with the 7- and 5-business-day clock from 20 Pa.C.S. §5608.1, and lays out what the law says (and the options families consider) when an institution refuses.
What's inside
- Part 1, before signing: Pennsylvania's signing requirements as a checklist, the agent's duties under §5601.3, and a question sheet for your attorney.
- Part 2, getting it accepted: an institution inventory, a pre-clearance worksheet for each one, and what Pennsylvania lets an institution ask for.
- Part 3, when an institution says no: the 8 refusal reasons Pennsylvania allows, what the law provides when a refusal breaks the rules, neutral options, and an escalation log.
- Part 4, the agent's records: receipts log, document index, copies log, records-request tracker, plus a spreadsheet that totals spending by category and calculates the business-day deadlines.
Why it exists
A power of attorney can be signed, witnessed and notarized and still be turned away at the branch. Pennsylvania wrote acceptance deadlines into its law, and an agent who knows them, and walks in prepared, usually has a shorter fight. Read the free guide on what PA law says when a bank won't accept a power of attorney first if you'd like.
What it doesn't do
It doesn't draft, fill in or review a power of attorney, choose a type of document or agent, or assess whether a parent can sign. Those belong to a licensed Pennsylvania attorney and the parent's doctor. It's readiness and organization, cited to the statute.
If Pennsylvania's power of attorney law changes, or pending Senate Bill 738 passes, buyers get the updated edition free. 30-day money-back guarantee.
Common questions
Is this a power of attorney form?
No. The kit doesn't contain or fill in a power of attorney. It's a readiness and record-keeping kit for a document prepared with an attorney, cited to Pennsylvania's power of attorney law.
Does it work if our power of attorney was signed years ago?
Yes. Part 1 checks a signed document against Pennsylvania's signing rules, and under 20 Pa.C.S. §5604(b) a durable power of attorney stays valid regardless of age unless it states an end date.
Is this legal advice?
No. Accepted POA is not a law firm. The kit summarizes what the statute says, with citations and the date checked, and helps you prepare questions for a licensed Pennsylvania attorney.
What format is it?
An 11-page printable PDF and an Excel spreadsheet (it also opens in Google Sheets and Numbers), delivered instantly through Gumroad.
Sources: 20 Pa.C.S. §§5601, 5601.3, 5604, 5608, 5608.1, official text, Pennsylvania General Assembly (legis.state.pa.us), checked October 13, 2026.