Difference between revisions of "Managing Someone Else's Money"

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*'''[[Introduction to Managing Someone Else's Money|Introduction]]'''
*'''[[Introduction to Managing Someone Else's Money|Introduction]]'''
   
   
*[[You Have Been Appointed as an Attorney|Appointed as an Attorney]]  
*[[You Have Been Appointed as an Attorney]]  
** [[You Have Been Appointed as an Attorney#A scenario|A scenario]]{{·}} [[You Have Been Appointed as an Attorney#What is a fiduciary?|What is a fiduciary?]]{{·}} [[You Have Been Appointed as an Attorney#Before you start|Before you start]]  
** [[You Have Been Appointed as an Attorney#A scenario|A scenario]]{{·}} [[You Have Been Appointed as an Attorney#What is a fiduciary?|What is a fiduciary?]]{{·}} [[You Have Been Appointed as an Attorney#Before you start|Before you start]]  
    
    
*'''[[Power of Attorney Questions & Answers|Power of Attorney Q&As]]'''  
*'''[[Power of Attorney Questions & Answers]]'''  
** [[Power of Attorney Questions & Answers#What is a power of attorney?|What is a power of attorney?]]{{·}} [[Power of Attorney Questions & Answers#On what matters does the attorney have authority?|What is the attorney's authority?]]{{·}} [[Power of Attorney Questions & Answers#Can Martina still manage her own affairs after signing a power of attorney?|Can the adult still manage her own affairs?]]{{·}} [[Power of Attorney Questions & Answers#Can a power of attorney be changed or revoked?|Can a power of attorney be changed or revoked?]]{{·}} [[Power of Attorney Questions & Answers#What if you think the change was the result of fraud or abuse?|What if you're concerned about fraud or abuse?]]{{·}} [[Power of Attorney Questions & Answers#When do your responsibilities as attorney end?|When do your responsibilities as attorney end?]]{{·}} [[Power of Attorney Questions & Answers#What happens if you can no longer serve as attorney?|What if you can no longer serve as attorney?]]     
** [[Power of Attorney Questions & Answers#What is a power of attorney?|What is a power of attorney?]]{{·}} [[Power of Attorney Questions & Answers#On what matters does the attorney have authority?|What is the attorney's authority?]]{{·}} [[Power of Attorney Questions & Answers#Can Martina still manage her own affairs after signing a power of attorney?|Can the adult still manage her own affairs?]]{{·}} [[Power of Attorney Questions & Answers#Can a power of attorney be changed or revoked?|Can a power of attorney be changed or revoked?]]{{·}} [[Power of Attorney Questions & Answers#What if you think the change was the result of fraud or abuse?|What if you're concerned about fraud or abuse?]]{{·}} [[Power of Attorney Questions & Answers#When do your responsibilities as attorney end?|When do your responsibilities as attorney end?]]{{·}} [[Power of Attorney Questions & Answers#What happens if you can no longer serve as attorney?|What if you can no longer serve as attorney?]]     


*'''[[Four Key Duties of a Fiduciary|Four Key Duties<br/>of a Fiduciary]]'''
*'''[[Four Key Duties of a Fiduciary]]'''
** [[Four Key Duties of a Fiduciary#Duty 1. Act honestly, in good faith and in Martina's best interest|1. Act honestly, in good faith & in Martina's interests]]{{·}}[[Four Key Duties of a Fiduciary#Duty 2. Manage Martina's money and property carefully|2. Manage Martina's money & property carefully]]{{·}} [[Four Key Duties of a Fiduciary#Duty 3. Act within the authority you are given and within the law|3. Act within the authority given and the law]]{{·}} [[Four Key Duties of a Fiduciary#Duty 4. Keep good records|4. Keep good records]]  
** [[Four Key Duties of a Fiduciary#Duty 1. Act honestly, in good faith and in Martina's best interest|1. Act honestly, in good faith & in Martina's interests]]{{·}}[[Four Key Duties of a Fiduciary#Duty 2. Manage Martina's money and property carefully|2. Manage Martina's money & property carefully]]{{·}} [[Four Key Duties of a Fiduciary#Duty 3. Act within the authority you are given and within the law|3. Act within the authority given and the law]]{{·}} [[Four Key Duties of a Fiduciary#Duty 4. Keep good records|4. Keep good records]]  


*'''[[More Things You Should Know About Being an Attorney|More Things to Know]]'''
*'''[[More Things You Should Know About Being an Attorney|More Things You Should Know]]'''
** [[More Things You Should Know About Being an Attorney#What if there are others involved in making decisions?|If others are involved in making decisions]]{{·}} [[More Things You Should Know About Being an Attorney#How can you avoid problems with family or friends?|Avoiding problems with family or friends]]{{·}} [[More Things You Should Know About Being an Attorney#What should you know about working with professionals?|Working with professionals]]  
** [[More Things You Should Know About Being an Attorney#What if there are others involved in making decisions?|If others are involved in making decisions]]{{·}} [[More Things You Should Know About Being an Attorney#How can you avoid problems with family or friends?|Avoiding problems with family or friends]]{{·}} [[More Things You Should Know About Being an Attorney#What should you know about working with professionals?|Working with professionals]]  



Revision as of 04:53, 24 November 2017

Cover of Managing Someone Else's Money
Cover of Managing Someone Else's Money

Managing Someone Else's Money from People's Law School helps the attorney appointed under a power of attorney in British Columbia understand their role. This publication explains the attorney's duties and responsibilities, and provides tips and tools to avoid problems and stay organized.

Contents

Copyright & Disclaimer

Creative Commons Attribution-NonCommercial-ShareAlike 2.5 Canada Licence Managing Someone Else's Money' © People’s Law School is, except for the images, licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 2.5 Canada Licence.

At People's Law School, we believe accurate, plain English information can help people take action to work out their legal problems. This resource explains in a general way the law that applies in British Columbia. It is not intended as legal advice. For help with a specific legal problem, contact a legal professional. Some sources of legal help are highlighted in the "Where to Get Help" section.

About People's Law School

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People's Law School is a non-profit society in British Columbia providing free education and information on the legal problems of daily life.