# Get permission to handle a parent's accounts and calls for them

Explains the options for helping a parent with banks, utilities, and agencies, and drafts the request letters and conversation.

- Topic: Personal Life & Wellbeing
- Framework: Few-Shot
- Level: Standard
- Tags: Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/get-permission-to-handle-a-parent-s-accounts-and-calls-for-them

## Prompt

```text
Help me get the right permission to help my parent manage accounts and talk to companies on their behalf.

**Who I'm helping:** [relationship, age, where they live]
**Their capacity:** [e.g. fully able to decide but wants help, early memory problems, hospitalized]
**What I need to help with:** [e.g. talk to their bank, pay utility bills, speak with their insurance or pension office, manage their phone plan]
**Organizations involved:** [LIST]
**What's already in place:** [e.g. joint account, power of attorney, nothing yet]
**My country or state:** [LOCATION]

Give me:
1. The common options, from lightest to strongest, explained simply: being added as an authorized contact or third party on a single account, a trusted contact person at a bank, a representative or appointee for benefits, a financial power of attorney, and court-appointed options. For each: what it allows, what it doesn't, and what's typically needed. Mark rules and form names [CONFIRM FOR MY LOCATION].
2. Which options fit our situation and why.
3. A short letter or message my parent can sign authorizing a specific company to speak with me.
4. Talking points for discussing this with my parent in a way that respects their control and choices.
5. A tracker: Organization | Permission type | Date set up | Contact | Notes.

Stress that permissions should be set up while my parent can consent, and only with their agreement. This is general information, not legal advice; for a power of attorney, recommend an elder law attorney or legal aid.
```

## What to fill in

- relationship, age, where they live
- LIST
- e.g. joint account, power of attorney, nothing yet
- LOCATION
- CONFIRM FOR MY LOCATION

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.