Often an investment account holder becomes unable to communicate effectively with their financial professionals, becomes incompetent, or dies. In these situations, it is important work with the wealth managers to determine what needs to be done to authorize a family member to communicate and obtain account information. Often a power of attorney, letters of guardianship, copy of a trust, or letters of testament are needed to authorize a family member to communicate about the account. Wealth management lawyers often help families, heirs, and beneficiaries regain control of investment accounts.