Template
:
Managing Someone Else's Money Navbox
From Clicklaw Wikibooks
Jump to navigation
Jump to search
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
More
Glossary
·
About People's Law School
Category
:
Navigational boxes without horizontal lists
Navigation menu
Personal tools
Log in
Namespaces
Template
Discussion
English
Views
Read
View source
View history
More
Search
Site
Main Page
All Wikibook Titles
About
Accessibility
Popular Wikibooks
Dial A Law
Tenant Survival Guide
JP Boyd on Family Law
Being an Executor
Tools
What links here
Related changes
Special pages
Printable version
Permanent link
Page information
Contributors
All Guides
Checklist
Style Guide
How to Edit
Log in