Build a Power-of-Attorney Submission Tracker Mapped to Each Bank's Rules

1. 1

   Build the institution playbook database

   For each major bank and brokerage: where to submit, expected review time, whether they demand their own POA form or an in-person appearance, and known rejection reasons. Crowdsource updates from users and verify against institution documentation; this living database is the product's moat.

2. 2

   Track every submission like a case

   Status per institution (submitted, in review, accepted, rejected with reason), follow-up reminders, and a log of every call and reference number. Caregivers are running ten of these in parallel while exhausted.

3. 3

   Organize the document kit

   The POA, certifications, IDs, and any physician letters, stored once and assembled per institution's checklist. Resubmissions stop meaning starting over.

4. 4

   Say what the tool is not, everywhere

   This is submission logistics, not legal advice: it does not draft POAs, interpret their validity, or advise on disputes, and rejected documents or agent-authority questions go to an attorney. Several states set response deadlines for banks, and the tool can note that fact while pointing users to counsel for enforcement.

5. 5

   Sell to caregivers and the attorneys who feel the pain

   A caregiver subscription for a single family; a practice tier for estate attorneys who currently field the 'the bank refused it' calls for free. Attorneys are both a channel and a customer.

6. 6

   Grow where caregivers ask for help

   Caregiver forums, elder-law newsletters, and aging-parent communities discuss bank POA rejections weekly. Publishing the acceptance-requirements guide openly earns the traffic; the tracker converts it.

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