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

From Clicklaw Wikibooks
Jump to navigation Jump to search
(Created page with "{{Cover Thumbnail |filename = Managing Someone Else's Money full cover image.jpg |title = ''Managing Someone Else's Money''}}{{Clicklaw Wikibooks Badge}} {{Export_Badge |Save...")
 
 
(31 intermediate revisions by 3 users not shown)
Line 3: Line 3:
|title = ''Managing Someone Else's Money''}}{{Clicklaw Wikibooks Badge}}
|title = ''Managing Someone Else's Money''}}{{Clicklaw Wikibooks Badge}}
{{Export_Badge
{{Export_Badge
|SavedBookName = Managing_Someone_Else's_Money
|SavedBookName = Managing_Someone_Elses_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.  
}}'''''Managing Someone Else's Money''''' from [[People's Law School]] is a guide for the attorney appointed under a power of attorney in British Columbia. It explains the attorney's duties and responsibilities, offers tips to avoid problems, and provides tools to stay organized.  


==Contents==
==Contents==
Line 10: Line 10:
*'''[[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|Duty 1. Act honestly, in good faith & in the adult's interests]]{{·}}[[Four Key Duties of a Fiduciary#Duty 2. Manage Martina's money and property carefully|Duty 2. Manage the adult's money & property carefully]]{{·}} [[Four Key Duties of a Fiduciary#Duty 3. Act within the authority you are given and within the law|Duty 3. Act within the authority you are given and within the law]]{{·}} [[Four Key Duties of a Fiduciary#Duty 4. Keep good records|Duty 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]]  


Line 29: Line 29:


*'''[[Where to Get Help for Managing Someone Else's Money|Where to Get Help]]'''   
*'''[[Where to Get Help for Managing Someone Else's Money|Where to Get Help]]'''   
** [[Where to Get Help for Managing Someone Else's Money#Local & provincial agencies|Local & provincial agencies]]{{·}} [[Where to Get Help for Managing Someone Else's Money#For legal help|For legal help]]{{·}} [[Where to Get Help for Managing Someone Else's Money#For accounting and financial help|For accounting and financial help]]{{·}}
** [[Where to Get Help for Managing Someone Else's Money#Local & provincial agencies|Local & provincial agencies]]{{·}} [[Where to Get Help for Managing Someone Else's Money#For legal help|For legal help]]{{·}} [[Where to Get Help for Managing Someone Else's Money#For accounting and financial help|For accounting and financial help]]


*'''About'''
*'''More'''
** [[People's Law School|About People's Law School]] {{·}} [[Seniors First BC|About Seniors First BC]]
** [[Glossary for Managing Someone Else's Money|Glossary]]{{·}} [[People's Law School|About People's Law School]]  


== Copyright & Disclaimer==  
== About==  


[[File:Creativecommonssmall.png|link=Clicklaw Wikibooks Copyright Guide|alt=Creative Commons Attribution-NonCommercial-ShareAlike 2.5 Canada Licence]] ''Managing Someone Else's Money' &copy; People’s Law School is, except for the images, licensed under a Creative Commons [[Clicklaw Wikibooks Copyright Guide|Attribution-NonCommercial-ShareAlike 2.5 Canada Licence]].
=== Copyright===


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 for Managing Someone Else's Money|Where to Get Help]]" section.
[[File:Creativecommonssmall.png|link=Clicklaw Wikibooks Copyright Guide|alt=Creative Commons Attribution-NonCommercial-ShareAlike 2.5 Canada Licence]] ''Managing Someone Else's Money'' &copy; People’s Law School is, except for the images, licensed under a Creative Commons [[Clicklaw Wikibooks Copyright Guide|Attribution-NonCommercial-ShareAlike 2.5 Canada Licence]].  


== About People's Law School==
=== Disclaimer===
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, Canada'''. It is '''not intended as legal advice'''. Legal advice applies the law to an individual's specific situation. If you want assurance that any information is appropriate to your specific situation, or recommendations on next steps with a specific legal problem, please contact a legal professional. Some sources of legal help are highlighted in the [[Where to Get Help for Managing Someone Else's Money|Where to Get Help]] section.
 
=== People's Law School===
[[File:Peopleslawschoollogo-horizontal.jpg|frameless|none|200px|link=]]  
[[File:Peopleslawschoollogo-horizontal.jpg|frameless|none|200px|link=]]  


[[People's Law School]] is a non-profit society in British Columbia providing free education and information on the legal problems of daily life.  
[[People's Law School]] is a non-profit society in British Columbia providing free education and information on the legal problems of daily life. See [[People's Law School|more titles from People's Law School]].
 
==Related titles==
 
Other titles from People's Law School on powers of attorney:
 
{| cellpadding="5" style="font-size:85%; border: 1px"
|- valign="top"
| [[File:Power of Attorney full cover image.png|x200px|link=Power of Attorney]]<br /><div class="center">''[[Power of Attorney]]''</div>
| [[File:Power of Attorney Collection full cover image.jpg|x200px|link=Power of Attorney Collection]]<br /><div class="center">''[[Power of Attorney Collection]]''</div>
|}


{{Managing Someone Else's Money Navbox}}
{{Managing Someone Else's Money Navbox}}
__NOGLOSSARY__
__NOGLOSSARY__
__NOTOC__

Latest revision as of 22:53, 23 September 2020

Cover of Managing Someone Else's Money
Cover of Managing Someone Else's Money
This is a Clicklaw Wikibook, a collaborative, plain language legal publication that is updated as a wiki and can be printed or downloaded.
Download the full Wikibook in PDF.
Download the full Wikibook in EPUB (learn more).
Buy this Wikibook and get it by mail.
Customize: take what you need, leave the rest (learn more).

Managing Someone Else's Money from People's Law School is a guide for the attorney appointed under a power of attorney in British Columbia. It explains the attorney's duties and responsibilities, offers tips to avoid problems, and provides tools to stay organized.

Contents

About

Copyright

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.

Disclaimer

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, Canada. It is not intended as legal advice. Legal advice applies the law to an individual's specific situation. If you want assurance that any information is appropriate to your specific situation, or recommendations on next steps with a specific legal problem, please contact a legal professional. Some sources of legal help are highlighted in the Where to Get Help section.

People's Law School

Peopleslawschoollogo-horizontal.jpg

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

Related titles

Other titles from People's Law School on powers of attorney:

Power of Attorney full cover image.png
Power of Attorney
 Power of Attorney Collection full cover image.jpg
Power of Attorney Collection
v • d • e
Introduction
Appointed as an Attorney
Power of Attorney Q&As
Four Key Duties
of a Fiduciary
More Things to Know
Keeping the Adult Safe
Your Attorney Toolkit
Where to Get Help
More



Retrieved from "https://wiki.clicklaw.bc.ca/index.php?title=Managing_Someone_Else%27s_Money&oldid=47803"