Important Legal & Financial Documents


Helping family or other loved ones manage their financial and legal affairs can be daunting, but being organized and informed can help. Take a moment to learn more and test your knowledge!

To begin, first select Explore to learn about important documents and people. Then, click Practice to test your newly acquired knowledge.

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Power Of Attorney
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Living Will
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Trust
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Fiduciary
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Guardian or Conservator
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Representative Payee or VA Fiduciary
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A loved one has asked that you “take care” of things when it comes to her medical and money decisions, especially, if she becomes incapacitated. What important document might you consider?

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Important Documents

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Power of Attorney
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Living Will
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Trust

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When a loved one makes this type of request, it is best to get help from an elder law attorney. Each of these three legal documents could be useful. Click on each link to learn more Power of Attorney, Living Will or Trust.


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1 Question 1 A loved one has asked that you “take care” of things when it comes to her medical and money decisions, especially, if she becomes incapacitated. What important document might you consider? Your Answer Correct Answer Feedback
You are correct!
When a loved one makes this type of request, it is best to get help from an elder law attorney. Each of these three legal documents could be useful. Click on each link to learn more Power of Attorney, Living Will or Trust.
Incorrect.
When a loved one makes this type of request, it is best to get help from an elder law attorney. Each of these three legal documents could be useful. Click on each link to learn more Power of Attorney, Living Will or Trust.
2 Question 2 A loved one is concerned with end of life issues. He is specific and adamant about what he wants and what he does not want. What important document might you consider? Your Answer Correct Answer Feedback
You are correct!
The correct answer is Living Will. Click on the link for more information.
Incorrect.
The correct answer is Living Will. Click on the link for more information.
3 Question 3 A loved one is thinking about her grandkids. She wants certain things, such as her jewelry and her car, to go to certain people. What important document might you consider? Your Answer Correct Answer Feedback
You are correct!
The correct answer is Trust. Click on the link for more information.
Incorrect.
The correct answer is Trust. Click on the link for more information.
4 Question 4 If you are authorized to manage a loved one's money or property, what are you? Your Answer Correct Answer Feedback
You are correct!
The correct answer is Fiduciary. Click on the link for more information.
Incorrect.
The correct answer is Fiduciary. Click on the link for more information.
5 Question 5 If you are appointed by the court for the care and management of another person, what are you? Your Answer Correct Answer Feedback
You are correct!
The correct answer is Guardian or Conservator. Click on the link for more information.
Incorrect.
The correct answer is Guardian or Conservator. Click on the link for more information.
6 Question 6 If you are a person named by a federal government agency to manage the income benefits for someone else what are you? Your Answer Correct Answer Feedback
You are correct!
The correct answer is Representative Payee or VA Fiduciary. Click on the link for more information.
Incorrect.
The correct answer is Representative Payee or VA Fiduciary. Click on the link for more information.

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