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Toolkit: Managing Someone Else's Money In Texas

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Texas Appleseed

More Things You Should Know

Other fiduciaries
Government benefits
More than one beneficiary
Problems with family or friends
Other professionals

Other fiduciaries
Government benefits
More than one beneficiary
Problems with family or friends
Other professionals

Book traversal links for More Things You Should Know

‹ Duty 4: Keep good records Up Other fiduciaries ›

Help for Trustees Under a Revocable Trust

Help for Trustees Under a Revocable Trust

Download a PDF of this guide

This guide is provided by AARP Texas and Texas Appleseed.

Cover of help for trustees guide

What's Inside

About Texas Appleseed and AARP
Why Read This Guide?
Let's Review Some Vocabulary
- What is a fiduciary?
- Revocable trust questions
Four Basic Duties of a Fiduciary
More Things You Should Know
Watch Out for Financial Exploitation
- Common signs
Be on guard for consumer scams
- How can you protect Rose from scams?
Related Resources
- Where to Go for Help
- Glossary
Tell Us Your Story

All Guides In This Toolkit

Help For Supporters Under A Supported Decision-Making Agreement
Help for Agents Under a Power of Attorney
Help for Court-Appointed Guardians of the Estate
Help for Representative Payees and VA Fiduciaries
Help for Trustees Under a Revocable Trust
Preventing Elder Financial Abuse

Written in partnership between AARP Texas and Texas Appleseed

This toolkit does not give legal advice. If you have questions about your responsibilities, talk to a lawyer, read our guides as background or visit the “Seniors and the law” webpage at TexasLawHelp.