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Guides on Managing Someone Else’s Money

Tools, Resources & Data

Graphic depicting coins and moneyEach guide contains information on the fiduciary’s responsibilities and tips on how to spot financial exploitation and avoid scams. Also, each guide includes a “where to go for help” section with a listing of relevant agencies and service providers.

The guides are not intended to provide legal advice or serve as a substitute for your own legal counsel. Click on the link below in order to download or order copies of the guides.

Information Topics:

    • Considering a financial caregivers?
    • Power of Attorney
    • Court-appointed guardians
    • Trustees
    • Government Fiduciaries
    • Co-Brand the Guides

 

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This resource created by Consumer Financial Protection Bureau