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Screams bad idea
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Reply to Daughterof1930
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NO, and any access to important papers should be locked away.
This isn't the caregivers job and any that say it is are likely looking for information they should not have. THEY GIVE PATIENT care. They do not get involved with private financial things.
If you wish financial help, guidance, this is not nursing care and is hired a financial manager or fiduciary.
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Reply to AlvaDeer
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Nope, this is how you create conditions for elder financial abuse, since it is often a crime of opportunity.

Today it is so easy to pay bills remotely and automatically, there's no real need for another person to be inserted in this process. Opt into paperless billing/statements and you will get the emails for that. Create portal access for everything: banks, insurance, utilities, medical, taxes, registrations, subscriptions, donations, etc. I *never* write checks or get paper bills anymore.
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Reply to Geaton777
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Not a good idea to expect them to help with financial and insurance matters. Too much risk of fraud, and they may not have the background to be much help. There are other people who provide that type of service, such as a geriatrics manager. Or even a trusted friend.
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Reply to Fawnby
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Would you expect your housekeeper to help you with financial and insurance matters? I sure wouldn't! I have an accountant and an insurance agent to do those things, and a housekeeper to help me with home matters such as cleaning.

When I was an aide for elders, I cooked, did light cleaning, grocery shopping, and took the client to her hair appointment and occasionally assisted with a shower.

Only hire people who know what they're doing to give you good service or else you face opening up a big can of worms you may have trouble getting out of!
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Reply to lealonnie1
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No, they are not trained for that and should not be given access to a clients financial information. Aides are either CNAs (Certified Nurses aides) or HHA ( Home Health Aides). What they do is pretty much the same but CNAs usually work in NHs so do more hands on. HHAs also do hands on but can do light housekeeping, meal prep, taking to appts, shopping and companion. CNAs can do in home but HHA don't usually work in NHs.
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Reply to JoAnn29
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JLyn69 Jun 20, 2024
Thanks for explaining the difference. Actually I hadn't heard of HHA until recently.
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JWaters, it depends on the job description they were hired to do. If these things were not part of the original description, then no.


If you had hired through a caregiving Agency, then the Agency could send over someone who is qualified to these things as with an Agency, said company is licensed, bonded, and insured.
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Reply to freqflyer
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After reading your reply below, I’d advise you to consider if it’s time to take over, or have whoever is mom’s POA for financial decisions, her finances, and remove the information on this from the home. Mom isn’t making solid choices and it may be wise to act in her best interests before bigger mistakes occur
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Reply to Daughterof1930
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Not usually. They are not bonded for that kind of work or trained
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Reply to Guestshopadmin
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You’re comparing apples to oranges.

These subjects are entirely different matters.

Finances and insurance have nothing to do with caregiving.

Don’t even think about hiring one person to handle everything. This is not a one size fits all position.

Are you inquiring about hiring someone for these roles or are you the person who is being asked to do all of these jobs?

Please elaborate on this subject so we can answer your question appropriately.
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Reply to NeedHelpWithMom
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JWaters Jun 20, 2024
This is my first time posting and I thought I was limited to a certain number of characters, so didn’t think I could go into much detail. I asked this question because my mom has a home helper employed by an agency. My mother loves this woman and trusts her, but this woman has insinuated herself into some situations that me and my siblings are not comfortable with. She helped my mom sign up for a subscription online (so she had to have seen my mom’s credit card) and she helped my mom make phone calls to her insurance company. I can’t imagine that those things are part of her job description and I suspect that if her company knew she was doing those things, she might be fired. This is our first experience with this kind of help for my mom so I’m trying to get input from others. My mom would be very angry if we got this woman in trouble and I do think my mom can trust her, but we are still going to talk to my mom about they need to be careful who she shows personal information to.
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