Other fiduciaries

Other fiduciaries may have some authority to make decisions for Roberto. For example, Roberto may have an agent under a power of attorney who manages other money or property for him. The court might have appointed a guardian of the estate, or there may be a trustee under a trust agreement. Remember, you only have authority over Roberto’s VA, Social Security, or other federal benefit.

To the extent that you can, if you coordinate with Roberto’s other fiduciaries, you will generally be able to manage his affairs more cost effectively.