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Revision as of 17:51, 28 November 2017

v • d • e 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? · What if you're concerned about fraud or abuse? · When do your responsibilities as attorney end? · 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 · Duty 3. Act within the authority you are given and within the law · 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

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