Authority scope
Define the specific domains the guardian controls, such as healthcare, education, financial management, and burial decisions, including any explicit prohibitions or required consents.
Well-drafted instructions reduce ambiguity about care priorities, speed court or administrative review, and support the guardian in carrying out the wards best interests. They also create a durable record that can limit disputes among relatives and help professionals follow documented preferences.
Clear, accessible instructions improve continuity of care and reduce delays when decisions are time-sensitive or contested.
A parent or family member who designates a guardian or provides directions to an appointed guardian. Typically prepares the instructions, lists emergency contacts, and documents preferences for medical care, schooling, and daily routine to help the guardian act consistently with family values.
A clerk, judge, or social worker who reviews filed instructions alongside petitions for guardianship or conservatorship. Uses the document to verify that guardian actions align with court orders and to advise on additional required filings or amendments.
A single parent drafted detailed medical and schooling preferences for a minor ward to streamline emergency care.
An attorney prepared instructions tied to a guardianship petition to clarify financial oversight.
Define the specific domains the guardian controls, such as healthcare, education, financial management, and burial decisions, including any explicit prohibitions or required consents.
List known diagnoses, allergies, regular medications, preferred hospitals, and a HIPAA authorization or medical release allowing providers to share records with the guardian.
Specify school contacts, enrollment preferences, special education supports, and permissions for school staff to communicate with the guardian about performance and discipline.
Provide instructions on paying bills, managing benefits, using bank accounts, and when to seek court approval for large expenditures or asset sales.
Describe stepwise emergency actions, preferred hospitals, temporary caretakers, and a communications plan for immediate family and professionals.
Attach supporting records such as birth certificates, insurance cards, powers of attorney, court case numbers, and any previously executed guardianship documents.
| Field | Configuration |
|---|---|
| Author name field | Required, validated against ID |
| Signature field | Signer must initial and sign |
| Date field | Use MM/DD/YYYY format |
| Attachments | Allow PDF uploads for IDs and medical records |
Confirm the platform meets any HIPAA or court requirements and preserves an auditable record for later review.
Enter as MM/DD/YYYY to establish start of authority.
File with the guardianship petition per local rules.
Schedule annual reviews or updates as family circumstances change.
Keep authorizations current to maintain provider acceptance.
Provide copies promptly to schools and providers.
Prepare instructions and collect supporting documents.
Sign and notarize or obtain witness signatures as state law requires.
Attach to petition or submit per local clerk instructions.
Share copies with guardian and providers; review annually.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |