Overview

Some adults who receive government payments have difficulties managing their money and remembering to pay their bills. Informal trusteeship is a no-cost way for someone – an informal trustee – to manage the adult’s benefits.

An informal trustee may be helpful for adults who:

  • are having problems managing their benefits
  • don’t have assets like real estate or investments
  • are willing to let someone help them

What an informal trustee does

An informal trustee:

  • receives the adult’s monthly government benefits
  • pays the adult’s monthly expenses and other needs
  • saves for the adult’s future needs

Informal trustees cannot manage any of the client’s assets other than the benefit. Examples of things an informal trustee cannot do are:

  • managing the adult’s financial investments
  • selling any of the adult’s personal or real property

Other options

Depending on the adult’s situation, you may need to consider other options, such as:

Who can be an informal trustee

This depends on the government department that issues the monthly benefit. In general, they require that an informal trustee:

  • must be over 18 years old
  • must have a trusting relationship with the adult
  • may be a relative or friend of the adult

The adult who wants an informal trustee must be receiving a regular monthly payment – from a government department that has an informal trustee program – such as the following:

Name an informal trustee

You must contact the government department that issues the adult’s payments to name an informal trustee. The department will tell you:

  • who can act as an informal trustee
  • what forms you need
  • where to get the forms
  • how to fill out the forms
  • how to submit the forms
  • how long it will take before an informal trustee is appointed

Complaints about an informal trustee

Contact the government department that issues the monthly benefit. The department will:

  • tell you how to submit a complaint
  • decide if they will investigate the informal trustee
  • decide if they will remove the informal trustee’s authority to manage the adult’s income

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