·Federal program
CFPB Managing Someone Else's Money Guides
Consumer Financial Protection Bureau guides for financial caregivers who manage money or property for older adults unable to make their own financial decisions. Four guides cover power of attorney agents, court-appointed guardians/conservators, trustees, and government benefit fiduciaries. Includes Money Smart for Older Adults curriculum.
What it offers
Free educational guides for financial caregivers: (1) Guide for agents under power of attorney, (2) Guide for court-appointed guardians of property or conservators, (3) Guide for trustees under revocable living trusts, (4) Guide for government benefit fiduciaries (Social Security, VA). Covers fiduciary duties: acting in person's best interest, managing money carefully, keeping finances separate, and maintaining records. Also includes Money Smart for Older Adults curriculum for preventing financial exploitation.
Questions that decide eligibility
GiveCare prepares the questions; the program makes the decision. Bring these to the call or the application:
- 01
Does the VA disability rating meet the program’s minimum (our record lists null%)?
- 02
Do the work hours meet the minimum (our record lists null hours)?
- 03
Is there a caregiver-specific department, coordinator, or support line? Ask for it by name.
Many agencies have one that isn’t advertised on the website.
- 04
What documents do you need from us to start an application?
- 05
Is there a waitlist right now, and how long is it?