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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 communicate your actions Up Other fiduciaries ›

Help for Agents Under a Power of Attorney

Help for Agents Under a Power of Attorney

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This guide is brought to you by AARP Texas and Texas Appleseed
Picture of the guide cover, Help for Agents Under a Power of Attorney

What's Inside

  • About Texas Appleseed and AARP Texas
  • Why Read this Guide?
  • Let's Review Some Vocabulary
    • What is a fiduciary?
    • Power of attorney questions
  • Four Basic Duties of a Fiduciary
    • Duty 1: Act only in Martina’s best interest
    • Duty 2: Manage Martina’s money and property carefully
    • Duty 3: Keep Martina’s money and property separate
    • Duty 4: Keep good records and communicate your actions
  • 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 Martina 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.