CFPB Managing Someone Else's Money Guides¶
CFPB provides guides for people who manage another person’s money or property. The guides cover agents under powers of attorney, court-appointed guardians or conservators, trustees, and government benefit fiduciaries.
Download a guide for the relevant financial-caregiver role. The guides provide general information and do not replace legal counsel. This record describes educational resources, not a cash benefit or an entitlement.
Some details for this program are still being verified. Check the official source for the most current information.
Questions to ask the program¶
These are questions to ask the program, not a verdict on your eligibility. Confirm the current rules directly with the program.
What this record does not yet say¶
- agency registry identity
- material detail applicability
- resource access requirements
Services¶
Download a guide for the relevant financial-caregiver role. The guides provide general information and do not replace legal counsel. This record describes educational resources, not a cash benefit or an entitlement.
How to apply¶
- Open the CFPB guide page.
- Choose the guide that matches the financial-caregiver role and use its download link.
Use the official program page for application details: official program page.