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Toolkit: Managing Someone Else's Money In Texas

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More things you should know

  • Other fiduciaries
  • Government benefits
  • Problems with family or friends
  • Other professionals
  • Other fiduciaries
  • Government benefits
  • Problems with family or friends
  • Other professionals

Book traversal links for More things you should know

‹ Duty 4: Keep good records and report to the court Up Other fiduciaries ›

Help for Court-Appointed Guardians of the Estate

Help for Court-Appointed Guardians of the Estate

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This guide is brought to you by AARP Texas and Texas Appleseed
Cover of Help for Court-Appointed Guardians of the Estate Guide

What's Inside

  • About Texas Appleseed and AARP Texas
  • Why Read this Guide?
  • Let's Review Some Vocabulary
    • What is a fiduciary?
    • Guardian of the estate questions
  • Four Basic Duties of A Fiduciary
    • Duty 1: Act only in Martin's best interest
    • Duty 2: Manage Martin's money and property carefully
    • Duty 3: Keep Martin’s money and property separate
    • Duty 4: Keep good records and report to the court
  • More things you should know
    • Other fiduciaries
    • Government benefits
    • Problems with family or friends
    • Other professionals
  • Watch Out for Financial Exploitation
    • Common signs
  • Be on guard for consumer scams
    • How can I protect Martin 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
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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.