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Managing Someone Else's Money
Introduction
Copyright & disclaimer
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Contributors & acknowledgements
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About
Appointed as an Attorney
A scenario
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What is a fiduciary?
·
Before you start
Power of Attorney Q&As
What is a power of attorney?
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On what matters does the attorney have authority?
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Can Martina still manage her own affairs after signing a power of attorney?
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Can a power of attorney be changed or revoked?
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What if you think the change was the result of fraud or abuse?
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When do your responsibilities as attorney end?
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What happens if you can no longer serve as attorney?
Four Key Duties
of a Fiduciary
1. Act honestly, in good faith & in Martina's interests
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2. Manage Martina's money & property carefully
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3. Act within the authority given and the law
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4. Keep good records
More Things to Know
If others are involved in making decisions
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Avoiding problems with family or friends
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Working with professionals
Keeping the Adult Safe
Watch out for financial exploitation
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Look for these signs
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Be on guard for consumer scams
Your Attorney Toolkit
New attorney checklist
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Inventory
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Budget
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Filing system
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Financial management software
Where to Get Help
Local & provincial agencies
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For legal help
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For accounting and financial help
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About
About People's Law School
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About Seniors First BC
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