Appointing Guardians

How do I appoint a primary guardian?

1. Ensure you are on the "Guardians" tab.
2. Click the “+Add” button.
3. Click “People” or "Trust Company", select your first guardian and click "Done" in the bottom corner.
4. 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?

1. Ensure you are on the "Guardians" tab.
2. Click “People” or "Trust Company", select your alternate guardian and click "Done" in the bottom corner.
3. 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.
4. Click "Done" and then “Add” in the bottom corner.