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Bunky18 Asked June 2014

Can a social worker help with trust funds?

Meeting with social worker to see what kind of plan I can get for a trust fund. Can she help? She seems to know what she is doing?

GardenArtist Jun 2014
Social workers aren't trained to manage funds, especially in a trust.

But first, are you referring to a revocable or irrevocable trust? If it's revocable and the maker of the trust has died, are you the Successor Trustee? If it's irrevocable, who is the Trustee?

pamstegma Jun 2014
No, Trust Funds need a Certified Financial Planner. But video tape that anyway and play it on youtube.

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