How do I appoint a primary guardian?
- Ensure you are on the "Guardians" tab.
- Click the “+Add” button.
- Click “People” or "Trust Company", select your first guardian and click "Done" in the bottom corner.
- Click “Add” in the bottom corner.
Note: You do not need to appoint the spouse as the primary guardian, as this will already be in the Guardianship clause.
How do I appoint an alternate guardian?
- Ensure you are on the "Guardians" tab.
- Click “People” or "Trust Company", select your alternate guardian and click "Done" in the bottom corner.
- Under “Conditions” click “+Add” , select "If specified cannot act" and select the name or names of the individuals you want this appointee to be appointed an alternate to.
- Click "Done" and then “Add” in the bottom corner.
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