Millions of Americans manage money or property for a loved one who’s unable to pay bills or make financial decisions. To help financial caregivers, we’ve released easy-to-understand guides.

Considering a financial caregiver?

Are you or a loved one planning ahead in case you need help managing your money in the future? Knowing your options will help you choose what works best for your situation.

• Download the guide

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. 

• View power of attorney guides

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. 

• View guides for court-appointed guardians

Trustees

Guides for those who have been named as trustees under revocable living trusts.

• View guides for trustees

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. 

• View guides for government fiduciaries

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