Understanding Your Duties as a Guardian

Being named as a guardian for a loved one can be both an honor and a challenge, especially when facing serious health issues or diminished capacity. While the role can feel overwhelming, understanding your fiduciary duties is key to fulfilling your responsibilities with care and integrity.

Document Decisions

As a guardian, it's crucial to keep detailed and clear records of decisions, actions, and any changes in care or living arrangements. Utilizing journals, spreadsheets, or apps can help you maintain accuracy and transparency.

Report Regularly

Guardians are often required to provide regular updates to the court. These reports should cover the ward’s well-being, healthcare status, living arrangements, and any significant developments.

Avoid Conflicts of Interest

Identify and avoid conflicts of interest by ensuring that your actions do not personally benefit at the ward’s expense. Even the appearance of conflict can be problematic. Seek legal or professional guidance if you have any doubts.

Differentiate Roles

Understand the difference between being a guardian and an executor of a will. Guardians make decisions for someone living, while executors act after someone has passed. Though one person may serve in both roles, the duties and timing are distinct.

Being a guardian is a serious and noble commitment. While you’re not expected to know everything from the start, grasping fiduciary duties is a critical step. Reach out if you need to discuss your responsibilities or find support in navigating this journey. Remember, you’re not alone in this.