Nomination Clause
Clear statement that the minor nominates the named individual to serve as guardian of the person and/or estate, specifying whether nomination covers both roles or only one, and identifying any alternate nominees.
A nomination communicates the minor's preference, narrows the court's review, and may reduce contested guardianship proceedings. It provides clarity for family members and for fiduciaries who later must make care or financial decisions.
The form is usually prepared by minors who are legally competent to express a choice and by parents, guardians, or attorneys advising them.
Keep records with other estate planning documents and share copies with the proposed guardian and any parent or custodian to reduce later uncertainty.
A legally competent minor who completes and signs the nomination. They should be capable of demonstrating intent; the document records their contemporaneous preference and may be used by a court as persuasive evidence of their wishes.
An adult designated to serve if a court appoints a guardian. This person should confirm willingness to serve, provide contact details, and may need to complete background checks or court-required paperwork if a petition for guardianship is later filed.
Clear statement that the minor nominates the named individual to serve as guardian of the person and/or estate, specifying whether nomination covers both roles or only one, and identifying any alternate nominees.
Full legal name, date of birth, and current address for the minor so the nomination can be confidently linked to the correct individual in court records.
Full legal name, relationship to the minor, telephone, email, and mailing address for the proposed guardian and any alternates to facilitate prompt contact by petitioners or the court.
Language stating when the nomination should be considered effective (for example, upon the minor's death, incapacity, or only if no parent is available) and any limitations on authority.
Signature block for the minor with date, and space for witness and notarization if required by state law to strengthen evidentiary value.
Brief clause explaining how the minor or a parent may revoke or amend the nomination to reduce confusion if circumstances change before court action.
| Field | Configuration |
|---|---|
| Signature Field | Require signer to adopt signature and date. |
| Witness Field | Optional or required per state; capture witness name and signature. |
| Notary Block | Reserve space for a notary acknowledgment and stamp image if needed. |
| Authentication | Use email plus SMS code or knowledge-based authentication for stronger identity proof. |
Choose a platform that supports a tamper-evident audit trail, common document formats, and required integrations for your records.
Ensure the chosen platform can export a Certificate of Completion, preserve a timestamped audit trail, and allow secure storage consistent with your record-retention policy.
Nomination is effective when signed; courts consider it upon guardianship petition.
Re-sign after legal name changes or changes in guardian willingness.
If minor reaches adulthood, reevaluate related estate planning documents.
Notarize at signing when state or court practice recommends immediate acknowledgment.
Deliver copies to guardian and parents as soon as the form is signed.
Minor and advisor finalize nomination language and contact details.
Minor signs with required witnesses or notarization to strengthen evidence.
Provide copies to proposed guardian, parents, and counsel for recordkeeping.
If a guardianship petition is filed, the court reviews the nomination alongside other evidence.
A high-school student designated a family friend as guardian
A minor with chronic medical needs named a trusted guardian
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| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |