CFPB Managing Someone Else's Money Guides

Consumer Financial Protection Bureau guides for financial caregivers who manage money or property for older adults unable to make their own financial decisions. Four guides cover power of attorney agents, court-appointed guardians/conservators, trustees, and government benefit fiduciaries. Includes Money Smart for Older Adults curriculum.

Free educational guides for financial caregivers: (1) Guide for agents under power of attorney, (2) Guide for court-appointed guardians of property or conservators, (3) Guide for trustees under revocable living trusts, (4) Guide for government benefit fiduciaries (Social Security, VA). Covers fiduciary duties: acting in person's best interest, managing money carefully, keeping finances separate, and maintaining records. Also includes Money Smart for Older Adults curriculum for preventing financial exploitation.