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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?
·
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
Duty 1. Act honestly, in good faith & in the adult's interests
·
Duty 2. Manage the adult's money & property carefully
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Duty 3. Act within the authority you are given and within the law
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Duty 4. Keep good records
More Things to Know
If others are involved in making decisions
·
Avoiding problems with family or friends
·
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