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Managing Someone Else's Money
Introduction
Copyright & disclaimer
·
Contributors & acknowledgements
·
About
Appointed as an Attorney
A scenario
·
What is a fiduciary?
·
Before you start
Power of Attorney Q&As
What is a power of attorney?
·
What is the attorney's authority?
·
Can the adult still manage her own affairs?
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Can a power of attorney be changed or revoked?
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What if you're concerned about fraud or abuse?
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When do your responsibilities as attorney end?
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What if you can no longer serve as attorney?
Four Key Duties
of a Fiduciary
1. Act honestly, in good faith & in Martina's interests
·
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
·
Look for these signs
·
Be on guard for consumer scams
Your Attorney Toolkit
New attorney checklist
·
Inventory
·
Budget
·
Filing system
·
Financial management software
Where to Get Help
Local & provincial agencies
·
For legal help
·
For accounting and financial help
·
About
About People's Law School
·
About Seniors First BC