FalseCourt certifieddocuments thatstate who hasbeen appointedConservator.Guardian,Trust,Estate, andRep PayeeRevocable,Irrevocable,Living, andTestamentaryFalseHolding intrust foranotherperson orpersonsA person legallyvested with theright ofadministrationof an estate.An individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.An individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.FalseFalseCertificationof Trust(providedby LNB)TrueTrueLetters ofTestamentaryor Letters ofAdministrationApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.FalseCourt certifieddocuments thatstate who hasbeen appointedConservator.Guardian,Trust,Estate, andRep PayeeRevocable,Irrevocable,Living, andTestamentaryFalseHolding intrust foranotherperson orpersonsA person legallyvested with theright ofadministrationof an estate.An individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.An individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.FalseFalseCertificationof Trust(providedby LNB)TrueTrueLetters ofTestamentaryor Letters ofAdministrationApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.

Fiduciary Relationships - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. False
  2. Court certified documents that state who has been appointed Conservator.
  3. Guardian, Trust, Estate, and Rep Payee
  4. Revocable, Irrevocable, Living, and Testamentary
  5. False
  6. Holding in trust for another person or persons
  7. A person legally vested with the right of administration of an estate.
  8. An individual that is appointed by a probate court to become the legal representative protecting the assets of a minor or incapacitated person.
  9. An individual or organization that receives Social Security or SSI payments for someone who cannot manage or direct the management of his/her money.
  10. False
  11. False
  12. Certification of Trust (provided by LNB)
  13. True
  14. True
  15. Letters of Testamentary or Letters of Administration
  16. Approval letter from Social Security Administration stating who has been appointed.