Are You Managing a Loved One's Finances?

The Consumer Financial Protection Bureau Office created guides tailored to the needs of people in four different fiduciary capacities:

Agents under a power of attorney
Court-appointed guardians
Trustees
Government fiduciaries (Social Security representative payees and VA fiduciaries)

Each 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.

Access the guides here. 

The guides are not intended to provide legal advice or serve as a substitute for your own legal counsel.

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