FalseAn individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.Holding intrust foranotherperson orpersonsFalseTrueApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.Court certifieddocuments thatstate who hasbeen appointedConservator.Certificationof Trust(providedby LNB)Letters ofTestamentaryor Letters ofAdministrationFalseFalseGuardian,Trust,Estate, andRep PayeeTrueA person legallyvested with theright ofadministrationof an estate.An individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.Revocable,Irrevocable,Living, andTestamentaryFalseAn individual that isappointed by aprobate court tobecome the legalrepresentativeprotecting the assetsof a minor orincapacitated person.Holding intrust foranotherperson orpersonsFalseTrueApproval letterfrom SocialSecurityAdministrationstating who hasbeen appointed.Court certifieddocuments thatstate who hasbeen appointedConservator.Certificationof Trust(providedby LNB)Letters ofTestamentaryor Letters ofAdministrationFalseFalseGuardian,Trust,Estate, andRep PayeeTrueA person legallyvested with theright ofadministrationof an estate.An individual ororganization thatreceives SocialSecurity or SSIpayments for someonewho cannot manage ordirect the managementof his/her money.Revocable,Irrevocable,Living, andTestamentary

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