Is there a financial planner (book) one could purchase for...
Is there a financial planner (book) one could purchase for record keeping, i.e.: a record of monthly finances, bank account locations and account numbers, so anyone would be able to take over banking for someone. Thanks.
Precise record keeping is an essential element of acting as a fiduciary or agent for someone and managing their finances.
There are many good computer programs that can assist you in setting up a simple program for managing the funds. Big E-Z has a number of good computer software programs that can meet your needs.
However, before you begin to manage someone's banking for them, I strongly urge you to contact a lawyer in order to make sure that you are properly authorized to act on behalf of the person for whom you will be doing the banking and to establish the limits of your authority. You also will want to discuss with the lawyer the matter of your own personal liability and establish a protocol for you to follow to insure that you will incur no personal liability in the management of the funds.
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