About the guides
The guides help you understand your role as a financial caregiver, also called a fiduciary. Each guide explains your responsibilities as a fiduciary, how to spot financial exploitation, and avoid scams. Each guide also includes a “Where to go for help” section with a list of relevant resources.
Managing Someone Else’s Money guides
If you are serving as a financial caregiver, navigating your role can be difficult. We're here to help.
Find the right guide for you
The guides are tailored to the needs of people in four different fiduciary roles:
Power of attorney
Guides for those who have been named in a power of attorney to make decisions about money and property for someone else.
Court-appointed guardians
Guides for those who have been appointed by a court to be guardians of property or conservators, giving them the duty and the power to make financial decisions on someone’s behalf.
Trustees
Guides for those who have been named as trustees under revocable living trusts.
Government fiduciaries
Guides for those who have been appointed by a government agency to manage another person's income benefits, such as Social Security or Veterans Affairs benefit checks.