Grant access to a second person: Arrange with the bank to grant someone you trust access to the safe deposit box.If Marina is physically unable to visit the branch, then her agents may need to obtain a court order to gain access to her safe deposit box. The agents will need to accompany her to sign the signature cards. To authorize her agents to access her safe deposit box, Marina needs to visit her bank branch and speak with her account manager and/or the person in charge of the vault. They would need to petition the court to obtain access. If Marina passes away without granting access to her agents, her safe deposit box will be sealed.
However, Marina did not set them up as authorized users of the safe deposit box, so even as her POA agents, they don’t have the authority to access it. Marina, who has physical limitations, would like her son or daughter-in-law to access her safe deposit box on her behalf. Marina has designated her son and daughter-in-law as agents under her POA, which her bank has confirmed. Did you know that your Power of Attorney (POA) document does not automatically give your agent(s) access to your safe deposit box? Safe Deposit Box Access Dilemma
