Resources for Respondent/Protected Persons

CFPB: Your Money, Your Goals. Focus on People with Disabilities

A guide to assist protected persons to identify resources to help manage their assets and health, safety, and wellbeing.

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Guardianship Handbook: Protective Proceedings for Adults

A handbook that provides general information to individuals regarding their rights and protections under Oregon law regarding guardianships and conservatorships.

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Resources for Professional and Non-Professional Fiduciaries

Adult Guardianship Factsheet, from the University of Montana Rural Institute

Provides least restrictive approaches to supporting individuals as decision makers, referencing Montana laws.

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CFPB: Help for Agents Under Power of Attorney

Consumer education and resources for those acting under power of attorney. Provided by the Consumer Financial Protection Bureau.

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CFPB: Help for Court Appointed Guardians of Property

Guide for those who have been appointed by a court to be guardians of property or conservators, giving them the duty and the power to make financial decisions on someone’s behalf.

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CFPB: Help for Representative Payees and VA Fiduciaries

Provides guidance to representative payees and VA fiduciaries on managing someone else’s money responsibly. ​Covers key duties, avoiding conflicts of interest, protecting against financial exploitation and scams, recordkeeping, and reporting requirements. ​Includes resources for legal and accounting help, as well as contacts for local, state, and federal agencies for assistance.

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CFPB: Help for Trustees Under a Revocable Living Trust

Provides guidance to individuals serving as trustees under a revocable living trust, helping them understand their legal duties, manage trust property responsibly, and protect the interests of the person who created the trust. Topics include fiduciary responsibilities, recordkeeping, avoiding conflicts of interest, and recognizing financial exploitation or scams.

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CFPB: Help for Trustees Under a Revocable Trust in Oregon

Provides guidance to trustees managing a revocable trust in Oregon, outlining fiduciary duties such as acting in the best interest of the trust creator, managing assets carefully, keeping trust property separate, and maintaining accurate records. ​Includes tips to avoid conflicts, prevent financial exploitation, handle scams, and access local, state, and federal resources. ​

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CFPB: Managing Someone Else’s Money

Consumer education and resources for helping others manage their money. Provided by the Consumer Financial Protection Bureau.

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CFPB: Reporting Suspected Elder Financial Exploitation: Guidance for Financial Institutions

Guidance to financial institutions about reporting suspected elder financial exploitation. Provided by the Consumer Financial Protection Bureau.

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National Guardianship Association

Information to assist in protecting the interests of guardians and people in their care.

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Options in Oregon to Help Another Person Make Decisions

A guide with brief descriptions of protective proceedings and other alternatives to assist persons in charge of making decisions on behalf of others.

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Resources for Attorneys/Judges

ABA Commission on Law and Aging

Provides information and training to legal professionals on guardianship and conservatorship matters.

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ABA Practical Tool for Lawyers

A practical tool for lawyers on steps in supportive decision-making.

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Guardianships, Conservatorship, and Other Protective Arrangements Act

Map of states who have implemented the Uniform Guardianship, Conservatorship, and other Protective Arrangements Act (UGCOPAA).

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NCAM Homepage

Provides training and information to court management professionals.

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NCLER Homepage

Offers legal training on Elder Justice matters.

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NCSC Center for Elders and the Courts

Information and training materials for state courts and managing protective proceedings.

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Oregon Law: ORS Chapter 124 – Abuse Prevention and Reporting

Oregon laws on Elder Abuse Prevention and Reporting, laid out in an easy-to-navigate format.

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Oregon Law: ORS Chapter 125 – Protective Procedings

Oregon laws on protective proceedings, laid out in an easy-to-navigate format.

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Responses to Allegations of Wrongdoing

Provides information on judicial responses to allegations of wrongdoing in protective proceedings.

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Resources for All

Alternatives to Guardianship Training and Curriculum Request Form

Training curriculum to educate people considering seeking guardianship over another person.

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CPR’s Supported Decision-Making Homepage

Provides various resources to self-advocates, fiduciaries, supporters, and attorneys on supported decision-making.

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Guardianship in Oregon

A pamphlet with brief descriptions of protective proceedings and other alternatives for medical personnel and other care professionals.

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How to Report Abuse or Neglect

Oregon Department of Human Services webpage with contact information to report abuse.

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National Guardianship Network Public Information Portal

National Guardianship Network’s Public Information Portal offers information, tools, and current events to the general public.

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National Resource Center for Supported Decision-Making

Information and tools to promote supported decision-making.

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