Nathan Zion | Dec 11 2025 16:00
Being named as a guardian for a loved one facing serious health challenges is both an honor and a significant responsibility. If you find yourself in this role, it's natural to feel overwhelmed. Our goal with this blog is to provide clarity and confidence by focusing on a key responsibility: fiduciary duty. Understanding this duty will help you fulfill your role with care and integrity.
Document Decisions
One crucial aspect of being a guardian is to document every decision, action, and change in care or living arrangements. Keeping detailed, clear records ensures transparency and accuracy. Utilize journals, spreadsheets, or apps to maintain these records.
Report Regularly
Guardians are often required to provide regular updates to the court. These updates should cover the ward’s well-being, healthcare status, living arrangements, and any major developments. Staying on top of this reporting is essential for demonstrating your commitment to the role.
Avoid Conflicts of Interest
It's vital to identify and avoid conflicts of interest. Even the appearance of personal benefit at the ward’s expense can be problematic. Seek legal or professional guidance when in doubt, to ensure your decisions remain unbiased.
Differentiate Roles
Understanding the distinction between a guardian and an executor of a will is important. Guardians make decisions for someone alive, whereas executors act after someone has passed. While one person may hold both roles, their duties and timing are completely different.
Guardianship is a serious and noble commitment. You're not expected to know everything upfront, but understanding fiduciary duty is a critical first step. If you wish to discuss your responsibilities further or seek support navigating this process, we're here to help. Remember, you're not alone on this journey.
