Inventory Preparation Checklist
One of your first duties as guardian is to prepare an inventory of the protected person’s assets. We have created a handy checklist for you to fill out and return to us so we can submit the Inventory to the Court.
Gifting of Personal Property Through Your Last Will & Testament
This allows you to thoughtfully distribute personal property to friends and loved ones without changing your will every time you change your mind!
Affidavit of Substitute Health Care Representative
This Affidavit of Substitute Health Care Representative is used when the current Health Care Representative is no longer able to fulfill his or her duties and a substitute must step in.
Affidavit of Substitute Attorney-in-Fact
The Affidavit of Substitute Attorney-in-Fact form is used when the current attorney-in-fact is no longer able to fulfill his or her duties and a substitute must step in.
Accounting Workbook for Client Use
This Accounting Workbook is a great tool to keep track of transactions in a bank account – a requirement if you have been appointed the guardian of an individual who owns property.
Funeral Planning Declaration
A funeral planning declaration is used to name someone to carry out your wishes regarding your funeral and to state your funeral preferences.
Emergency Information Sticker
These Emergency Stickers are really versatile! If your child is too young or unresponsive, these stickers communicate vital information to an emergency responder.
Childcare Information Sheet
This form can be filled out and provided to any caregiver, babysitter, or nanny. For example, if a grandparent watches the child, when you have a babysitter at your house, or if you have full-time childcare.