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When a person cannot manage their financial affairs with the Social Security Administration (SSA), an approved representative may assume the task. Because powers of attorney are not recognized by the SSA, it may be necessary to designate a payee, usually the agent for power of attorney or trustee.

Please note that we only serve when we are also acting as conservator or power of attorney as the Social Security Administration prevents for-profit organizations or persons from serving as representative payees. Only not-for-profit organizations may be hired to serve in this solo-capacity.

There are a limited number of these 501(c)(3) organizations, which charge a miniscule amount as permitted by the Social Security Administration. We have found one organization (click to visit) that is responsive and answered our calls. While we do not personally endorse this company, it may provide you a better understanding of the not-for-profit entity to search for in your region.

Estate or Trust Administration

A trustee will manage investments, keep records, manage assets, prepare court accountings, pay bills (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal. Trustees are not required to exercise all of the powers that they are granted.[2] A trustee can manage any number of trust types, including Charitable, Special Needs Trusts, ILIT, Corporate, and Estate Trusts.

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Conservator / Committee

The term conservatorship is synonymous with elderly guardian but used mostly in the western United States. It is a court-appointed process that can be very expensive as the petitioners and proposed conservatee all must be represented by attorneys, with just a few exceptions for in pro per family members without objections. The reason for the expense is that the proposed conservatee's estate is expected to bear the burden of the court costs in the procedures to appoint.

Powers of Attorney

Under common law, a power of attorney becomes ineffective if its grantor dies or becomes "incapacitated," meaning unable to grant such a power, because of physical injury or mental illness, for example, unless the grantor (or principal) specifies that the power of attorney will continue to be effective even if the grantor becomes incapacitated. This type of power of attorney is called "power of attorney with durable provisions" in the United States or "enduring power of attorney" elsewhere. In effect, under a durable power of attorney (DPoA) [1] Read more

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