Guardianship nominations are a fundamental element of a thoughtful estate plan for parents and caregivers who want to designate who will care for minor children or incapacitated adults if they become unable to do so. In Portola and throughout California, naming a preferred guardian ahead of time helps communicate your wishes to family members and to the courts should a transition in care become necessary. A carefully drafted nomination clarifies your intentions about guardianship, suggests alternates, and can reduce disputes, making the process less stressful for loved ones during difficult times. Planning ahead supports continuity of care and protects the wellbeing of those you care about most.
When you include guardianship nominations within your broader estate planning package, you align caregiving decisions with the financial, health care, and trust arrangements that support your family’s future. Guardianship nominations work alongside documents such as a revocable living trust, pour-over will, and health care directives to create a cohesive roadmap for decision-making if you are unavailable. Clear nominations also allow parents to express preferences about a guardian’s values, living situation, and approach to raising children, which can guide both informal family conversations and formal court proceedings should they arise. Thoughtful documentation reduces uncertainty and offers peace of mind for parents and loved ones.
Nominating a guardian in advance provides practical advantages that extend beyond naming a person to care for children. It signals your priorities for upbringing, medical decisions, education, and religious or cultural considerations, and it establishes alternates in the event your first choice cannot serve. For families in Portola and elsewhere in California, this reduces the likelihood of court disputes and helps ensure continuity of care. Guardianship nominations complement financial planning measures such as trusts and powers of attorney so that caregivers have the resources and legal authority to act in a child’s best interests. The result is a more secure and predictable future for your dependents.
The Law Offices of Robert P. Bergman provide estate planning services with a focus on practical, client-centered solutions for families across California. Our approach emphasizes clear communication, tailored documentation, and careful coordination of guardianship nominations with related estate planning instruments, including wills, trusts, and health directives. We help clients consider guardian selection, alternates, and contingencies while respecting family dynamics and long-term care goals. Clients can expect hands-on guidance through every step of preparing nominations so that plans are understandable, legally sound, and aligned with each family’s values and resources.
A guardianship nomination is a formal statement within an estate plan that names one or more individuals to assume care of minor children or incapacitated adults if a parent or legal guardian cannot continue that role. In California, courts review nominations but often give weight to a parent’s expressed preferences when appointing a guardian. Nominations should be paired with instructions about care priorities and with complementary documents such as a financial power of attorney or a trust that provides resources to a guardian. Preparing nominations well in advance reduces ambiguity and helps family members act with confidence if a transition becomes necessary.
Creating a nomination involves more than selecting a name. Consider the practical realities of daily care, proximity, values, parenting style, and the potential caregiver’s willingness to accept the role. It also helps to specify alternates and to discuss the nomination with the proposed guardians so they can prepare emotionally and practically. Incorporating nominations into a comprehensive estate plan ensures the guardian will have access to financial and health information needed to make timely decisions. With thoughtful planning, families in Portola can reduce stress and provide children with a steady, legally supported caregiving plan.
A guardianship nomination is a legal designation within estate planning documents that names a preferred individual or individuals to assume parental responsibilities if current guardians are unable to do so. The nomination typically identifies primary and alternate guardians and may include guidance about the guardian’s responsibilities, such as education, medical care, religious upbringing, and general lifestyle considerations. While California courts retain final authority to appoint a guardian, a clear nomination gives the court direction and expresses the parent’s wishes, which can be persuasive. Including supporting legal documents ensures that the chosen guardian will have the necessary authority and access to funds for the child’s care.
Effective guardianship nominations contain several core elements: the name of the preferred guardian, at least one alternate, specific instructions about care and values, and coordination with financial documents. The process includes thoughtful selection, discussion with proposed guardians, drafting the nomination language, and integrating the nomination into broader estate documents such as a pour-over will or a trust. It is also important to keep nominations current as family circumstances change. By combining clear nominations with financial planning and health care directives, families create a reliable framework so that transitions of care are orderly and consistent with the parents’ intentions.
Understanding common terms used in guardianship and estate planning helps you make informed decisions. Terms such as nomination, guardian of the person, guardian of the estate, alternate guardian, and pour-over will appear frequently. Familiarity with these concepts clarifies what documents are needed and how they interact. A nomination is typically a written preference, while a guardian appointment is a legal act carried out by a court. Guardianship planning often intersects with powers of attorney, trusts, and health care directives, so knowing the definitions helps you build a cohesive plan that addresses both caregiving and financial responsibilities.
A nomination of guardian is a document or clause within an estate plan in which a parent names a preferred person or persons to serve as guardian for minor children or incapacitated adults. The nomination can include primary and alternate choices as well as guidance on the guardian’s responsibilities and values to consider. While the court retains the authority to appoint a guardian, a nomination carries persuasive weight by communicating the parent’s intentions and reducing uncertainty for family members. A well-drafted nomination complements a will, trust, or other estate planning documents that provide the legal framework and resources for the appointed guardian to carry out their duties.
An alternate guardian is a person named to assume caregiving responsibilities if the primary nominee is unable or unwilling to serve. Including at least one alternate is a practical step that anticipates unexpected changes in availability or capacity of the first-choice guardian. The alternate should be someone who shares the family’s values and is prepared to accept the responsibilities of day-to-day care, decision-making, and coordination with financial arrangements. Discussing the role with alternates before naming them ensures they understand the expectations and reduces the chance of last-minute disputes or confusion in the event a guardian appointment becomes necessary.
A pour-over will is a type of will commonly used with a revocable living trust that ensures any assets not already transferred to the trust at death are moved into the trust and managed according to its terms. In guardianship planning, a pour-over will can ensure that financial assets intended to support minor children are directed into the trust and distributed under the trust’s provisions, which may be coordinated with a guardian’s responsibilities. This mechanism helps ensure that resources are available to a guardian to provide for a child’s needs without prolonged court oversight or asset fragmentation.
A financial power of attorney is a legal document that authorizes another person to manage financial matters on your behalf if you become unable to do so. While guardianship concerns the care of a person, a financial power of attorney can enable a trusted agent to handle banking, bill payments, and access to funds that may support a guardian in meeting a child’s daily needs. Coordinating a financial power of attorney with guardianship nominations and trust arrangements ensures appointed caregivers have timely access to the resources necessary to provide stable care and meet ongoing expenses.
When considering guardianship, it helps to compare the available legal tools and how they work together. Nomination of guardians, trusts, powers of attorney, and healthcare directives each play a distinct role: nominations express parental preference, trusts manage assets for children, powers of attorney allow financial access, and health directives provide medical decision guidance. Choosing which documents to use depends on family goals, asset structure, and the desired level of court involvement. A coordinated approach reduces overlap and creates clear paths for decision-making, financial support, and day-to-day care should parents be unable to fulfill their roles.
A limited approach to guardianship nominations may be suitable for families with straightforward circumstances, such as when a nearby relative or close friend is an obvious and willing caregiver and assets are minimal or already easily transferable. In such cases, a clear nomination and a basic pour-over will can provide sufficient guidance. Even when circumstances appear simple, documenting your choice and naming alternates helps avoid misunderstandings. While a limited approach reduces complexity, it should still address practical matters like financial access and health care authority so that the named caregiver can act promptly if needed.
If a family has already taken steps to simplify the transfer of resources, such as having assets titled to a trust or beneficiary designations in place, a limited guardianship nomination that names preferred caregivers and alternates may suffice. These financial arrangements can reduce the need for immediate court involvement and provide the designated guardian with access to funds. It remains important to coordinate the nomination with the existing financial structure and to ensure the proposed guardian understands how to access and manage those resources on behalf of the child or dependent adult.
A comprehensive approach is advisable when family dynamics are complex, assets are substantial, or specific conditions for care need to be enforced. Combining nominations with trusts, powers of attorney, and health care directives helps create a coordinated plan that addresses both caregiving responsibilities and financial support. This comprehensive strategy can provide safeguards against disputes, ensure funds are available for a guardian, and define precise instructions for care, education, or medical preferences. Planning in this manner reduces the likelihood of court intervention and promotes continuity for those being cared for.
Comprehensive planning is also important when dependents have special needs, when parents want to provide long-term financial oversight, or when blended families raise unique succession questions. Using trusts such as special needs trusts, irrevocable life insurance trusts, and retirement plan trusts can ensure that a guardian is supported while preserving public benefits or managing tax considerations. Detailed instructions and properly aligned legal documents help a guardian provide consistent, long-term care and protect resources for the dependent’s future welfare.
A comprehensive guardianship plan reduces uncertainty and helps ensure that children or incapacitated adults receive consistent care aligned with parental wishes. By combining nominations with trusts, pour-over wills, powers of attorney, and health care directives, families create an integrated structure that addresses caregiving, financial support, and medical decision-making. This reduces the potential for conflict, speeds access to funds, and helps appointed caregivers fulfill their responsibilities with confidence. Comprehensive planning also allows parents to set priorities for education, faith, and lifestyle considerations so those preferences are more likely to be followed.
In addition to offering continuity of care, a comprehensive plan can protect assets for the long-term support of dependents and reduce delays caused by court procedures. Trust instruments can manage distributions and provide oversight mechanisms tailored to a child’s changing needs as they grow. Coordinated legal documents also make transitions easier for family members by clarifying roles and resources. Ultimately, this approach provides families in Portola with greater peace of mind and a practical roadmap that supports guardians in meeting the emotional and financial needs of those in their care.
When guardianship nominations are integrated with supportive legal documents, the appointed caregiver can act quickly and with clarity. Trusts and financial powers grant access to funds, while healthcare directives and guardianship nominations guide medical and daily care decisions. This alignment minimizes delays, reduces family disputes, and helps maintain the child’s existing routines and connections. The comprehensive approach supports decisive action, letting caregivers focus on the child’s wellbeing rather than on procedural or financial obstacles during a difficult time.
Comprehensive estate planning ensures that resources intended for a child’s support are preserved and administered according to parental wishes. Tools like revocable living trusts, irrevocable life insurance trusts, and retirement plan trusts can manage distributions and protect against misuse while providing for education and health needs. This financial structure gives guardians the legal and practical means to provide stable care over many years. Additionally, tailored arrangements can help preserve eligibility for public benefits when necessary, offering both protection and flexibility for long-term care strategies.
Selecting a guardian should involve thoughtful conversation and mutual agreement where possible. Prioritize people who understand your values, parenting approach, and who have the capacity to provide stable care. It is wise to name alternates and to confirm willingness to serve with each proposed guardian to avoid surprises later. Documenting these choices formally and coordinating them with related documents like trusts and powers of attorney ensures a smoother transition if appointment becomes necessary. Clear communication reduces emotional strain on family members and helps uphold continuity of care for children.
Life changes over time, so it is important to review guardianship nominations periodically or after major events such as moves, changes in relationships, or shifts in health and finances. Updating nominations and associated documents keeps your plan aligned with current realities and reduces the risk of outdated instructions complicating future decisions. Keeping your appointed guardians informed and maintaining current legal paperwork provides confidence that a child’s care will remain consistent with your values and intentions as circumstances evolve.
Including guardianship nominations in your estate plan ensures that the people who will raise and care for your children or dependents reflect your wishes and priorities. This proactive step reduces uncertainty and gives courts and family members a clear statement of your intent, which can be particularly important during emotionally charged times. Guardianship nominations also help coordinate caregiving with financial arrangements and medical directives, ensuring that appointed caregivers have both guidance and resources available. Planning ahead protects the wellbeing and stability of those who depend on you.
Another reason to consider formal nominations is to reduce the potential for disputes among relatives and to minimize delays that might arise when courts appoint a guardian without clear parental direction. Naming alternates and specifying preferences for upbringing, schooling, and medical care helps align decisions with your values. When paired with trusts and powers of attorney, nominations help ensure a practical handoff of responsibilities and funds. This integrated planning approach supports a smoother transition and helps preserve family relationships during challenging circumstances.
Guardianship nominations are often necessary when parents have young children, when a parent anticipates extended travel, or when health concerns could impair a parent’s ability to provide care. They are also critical for blended families, families with minor dependents from different relationships, and households where a child has special needs. In each of these situations, nominations clarify who should step in and how care should be prioritized. Preparing these documents ahead of time ensures that legal and practical arrangements are in place to protect the child’s best interests.
When children are young, planning for the unexpected is particularly important because their needs are immediate and long-term. Naming a guardian and alternates ensures someone familiar with the family’s routines and values can assume care quickly. Pairing the nomination with financial arrangements like trusts or beneficiary planning guarantees that appointed guardians have access to funds to cover living, educational, and healthcare expenses. This reduces disruption in the child’s life and helps maintain stability in schooling, social relationships, and medical care.
Blended families or those with complex custody arrangements benefit from clearly stated nominations to avoid confusion among multiple caregivers and relatives. Naming preferred guardians and alternates reduces the likelihood of competing claims and helps communicate parental preferences to the court. Clear documentation is especially helpful when family dynamics may otherwise create uncertainty. Coordinating guardianship nominations with existing custody agreements, trusts, and beneficiary designations helps protect the child’s interests and supports a smooth transition of care when necessary.
Dependents with special needs require planning that addresses long-term care, benefits eligibility, and specialized resources. Nominating a guardian who understands the dependent’s routine and medical requirements is only one piece; creating trusts such as a special needs trust or irrrevocable life insurance trust can provide managed financial support without compromising public benefits. Detailed instructions and legally aligned documents help a guardian navigate both caregiving and financial considerations, ensuring continuity of care and safeguarding the dependent’s long-term quality of life.
The Law Offices of Robert P. Bergman provides estate planning assistance tailored to families in Portola and throughout California. We focus on practical solutions for guardianship nominations, trust creation, and the coordination of essential documents such as revocable living trusts, pour-over wills, powers of attorney, and advance healthcare directives. Our goal is to help clients prepare clear, legally sound plans that protect children and dependents while minimizing the burden on family members. We are available to discuss your situation, explain options, and help you create a plan that fits your family’s needs and values.
Choosing a legal partner for guardianship planning means working with a firm that listens carefully and crafts documentation that reflects your priorities and family circumstances. Our approach emphasizes clear communication, practical drafting, and coordination among the documents that matter most to parents, including trusts, wills, and powers of attorney. We help clients weigh options, select suitable guardians, and prepare alternates while ensuring that the legal paperwork will support timely caregiving decisions when they are most needed.
We work with each client to map out how guardianship nominations interact with financial and healthcare planning so the nominated guardian will have both authority and access to resources. That includes coordinating pour-over wills, revocable living trusts, financial powers of attorney, and health care directives to create a cohesive plan. Our focus is on pragmatic solutions that reduce conflict, preserve family relationships, and provide a reliable path for those entrusted with care responsibilities.
Clients seeking guardianship planning in Portola can rely on our firm to help document preferences clearly and to keep plans current as circumstances change. We assist with naming primary and alternate guardians, preparing supporting trust and will provisions, and ensuring that other documents like HIPAA authorizations and powers of attorney are in place. Our priority is to make the process straightforward and effective so that families have a well-coordinated plan to protect their children and dependents.
Our process begins with a detailed conversation about your family, goals, and concerns, followed by an evaluation of existing documents and assets. We then recommend a tailored plan that typically includes nomination of guardians, coordination with trusts or pour-over wills, and the preparation of powers of attorney and healthcare directives. After drafting, we review the documents with you to ensure clarity and comfort with the chosen arrangements. Finally, we help you execute the paperwork properly and provide guidance on periodic reviews and updates to keep the plan aligned with changing circumstances.
In the initial stage we gather information about your family, children, assets, and any special care needs. This includes discussing potential guardians, alternates, and the practical considerations of daily care and financial support. We also review whether existing instruments such as revocable living trusts, powers of attorney, or beneficiary designations already address certain concerns. This assessment allows us to propose a clear plan that integrates guardianship nominations with the overall estate plan and provides appropriate legal tools to support appointed caregivers.
We collect relevant details about family members, relationships, custody arrangements, and asset ownership so nominations and related documents can be tailored to actual circumstances. Knowing where assets are titled, what benefits may be in place, and any special needs helps shape the plan. This step establishes the factual foundation for drafting nominations, trust provisions, and powers of attorney to ensure appointed guardians have the necessary access to funds and authority to make decisions on behalf of dependents.
We discuss criteria for selecting a guardian, such as values, proximity, willingness to serve, and ability to provide stable care. Conversations also consider alternates and how to communicate choices to family members. We advise on language that expresses parental preferences while recognizing the court’s role. This part of the process helps ensure that nominations are realistic, documented, and coordinated with the client’s broader estate planning goals so that appointed caregivers can execute their responsibilities effectively.
During the drafting phase we prepare formal nomination language and align it with supporting documents such as trusts, pour-over wills, powers of attorney, and advance health care directives. This ensures a comprehensive plan that addresses both caregiving and financial access. We tailor trust provisions and pour-over will language to provide funds for children, and recommend mechanisms to safeguard long-term needs if necessary. The goal is to create documents that work together smoothly and anticipate practical challenges a guardian may face.
We draft nomination clauses that clearly name primary and alternate guardians and include any guidance on upbringing or care preferences. Care is taken to ensure the nomination language is legally sound and consistent with related instruments. We also address stewardship of assets by drafting trust provisions that specify distribution timing, guardianship compensation if appropriate, and oversight mechanisms. This drafting creates a cohesive legal framework that supports a guardian’s responsibilities practically and financially.
Coordinating financial and health documents is essential so appointed guardians can act without undue delay. We prepare powers of attorney, HIPAA authorizations, advance health care directives, and trust funding instructions as needed. These documents grant necessary authority for financial management and medical decision-making and help streamline communication with institutions. Proper integration reduces administrative obstacles and provides a reliable structure for guardians to follow while caring for children or incapacitated adults.
After documents are drafted, we guide clients through proper signing, notarization, and storage to maximize legal effectiveness. We recommend discussing nominations with proposed guardians and keeping copies accessible to trusted family members. Periodic reviews are advised to ensure nominations and supporting documents remain current with life changes such as moves, births, divorce, or changes in health or finances. Ongoing maintenance helps keep your plan effective and aligned with your current intentions for caregiving and asset management.
Properly executing nomination documents involves meeting statutory requirements for signatures and witnessing where applicable, as well as recording or storing documents so they can be located when needed. We also recommend notifying nominated guardians and alternates so they understand the expectations and can prepare to serve. Clear communication reduces surprises and makes transitions smoother if the need to appoint a guardian arises. Document accessibility and proper formalities increase the likelihood that your wishes will be followed.
Life events can change the suitability of a nominated guardian or the structure of your assets, so periodic review is important. We advise updates after major changes such as relocation, remarriage, birth of additional children, or changes in health and financial status. Regular reviews ensure that nominations, trust provisions, and powers of attorney remain appropriate and effective. Keeping documents current preserves the integrity of your plan and reduces the risk of disputes or complications when a guardian needs to assume responsibility.
A guardianship nomination is a written statement within your estate plan that names a preferred individual or individuals to care for minor children or incapacitated adults if you become unable to serve. In California, the nomination communicates your wishes to family members and to the court, and while the court retains authority to appoint a guardian, it often gives considerable weight to a parent’s expressed preferences. A nomination commonly includes primary and alternate choices and can include guidance on upbringing, medical care preferences, and other considerations that matter to you. To be most effective, a nomination should be integrated with complementary documents such as a pour-over will or trust, which can direct funds to support the appointed guardian. It is also helpful to include powers of attorney and health care directives so that guardians can obtain necessary financial and medical information. Keeping the nomination current and informing nominated individuals reduces confusion and helps ensure a smoother transition of care when needed.
A trust is not strictly required to make a guardianship nomination; the nomination itself expresses your preferred caregiver. However, using a trust alongside a nomination can be highly beneficial because trusts provide a mechanism to manage and disburse assets for a child’s benefit, reducing the need for court oversight and ensuring funds are available to the guardian. A pour-over will can also direct any remaining assets into a trust upon death, making the trust the primary vehicle for long-term asset management for a guardian to access. If you do not use a trust, it is still important to coordinate beneficiary designations, payable-on-death accounts, and other arrangements so that funds are accessible without lengthy procedures. A financial power of attorney and clear instructions can also help a guardian manage immediate expenses. Ultimately, the right combination depends on your family’s needs, asset structure, and goals for how resources should be used for your dependent’s care.
Yes, it is advisable to name alternate guardians in your nomination so that contingencies are covered if your primary choice is unable or unwilling to serve. Naming alternates minimizes the risk of last-minute disputes and helps ensure continuity of care. When selecting alternates, consider factors such as location, willingness to assume responsibility, financial capacity, and alignment with your values for raising the child. Discussing the nomination with alternates beforehand helps ensure they are prepared and willing. Clear nomination language that identifies both primary and alternate choices and explains any priorities or circumstances that would affect selection gives courts and family members a useful roadmap. It is also helpful to explain the role of alternates in your supporting documents and to keep nominations updated as family circumstances change. This planning reduces uncertainty and supports a smoother appointment process if the need arises.
It is wise to review your guardianship nomination at least every few years and after major life events, such as marriage, divorce, relocation, birth of additional children, or significant changes in health or finances. These events can change the suitability of previously nominated guardians or alter the financial structures that support a guardian. Regular reviews ensure that nominations and related documents remain appropriate and effective in reflecting your current wishes and family dynamics. When reviewing nominations, consider whether alternates remain available and willing, whether associated trust funding and beneficiary designations are up to date, and whether any changes to your estate or caregiving priorities should be reflected in the documents. Keeping the nominated individuals informed and ensuring documents are stored where they can be found quickly are also important steps to maintain an effective plan.
A court has the legal authority to appoint a guardian and will make a decision based on the child’s best interests, taking into account the parent’s nomination as an important factor. While a clear parental nomination carries persuasive weight, the court evaluates the circumstances to ensure the appointed person can provide safe, stable, and appropriate care. If competing claims or concerns exist, the court will weigh evidence and recommendations before making a final appointment. To enhance the likelihood that your nomination will be followed, prepare thorough documentation, choose guardians who are willing and able to serve, and coordinate your nomination with financial and health documents that demonstrate a practical plan for caregiving. Clear communication with family members and the nominated guardians can reduce disputes and make it easier for the court to honor your expressed preferences.
Ensuring a guardian has access to funds requires coordination between nominations and financial planning. Establishing a trust, titling assets appropriately, and setting beneficiary designations can direct resources for a child’s care without prolonged probate. A pour-over will helps capture any assets not transferred during life and move them into a trust at death. It is also helpful to have a financial power of attorney or specific trust provisions that grant a guardian access to funds for immediate needs, while protecting long-term assets for the child’s future. Communicating how assets are arranged and where documents are kept helps the guardian act quickly. For families with special needs or complex finances, specialized trust arrangements such as retirement plan trusts or irrevocable life insurance trusts can preserve funds and manage distributions. The overarching goal is to create a practical structure that provides timely financial support while protecting the child’s long-term interests.
Whether a guardian can receive compensation depends on the circumstances and the governing legal arrangements. In some cases, courts may permit reasonable compensation for a guardian’s services if it is justified and properly documented. Trust provisions can also be written to allow a guardian to be reimbursed for expenses or to receive compensation for managing a child’s affairs, subject to oversight and terms specified in the trust or by the court. When considering compensation, clarity in the estate plan helps prevent disputes and ensures that any payments are consistent with your intentions and the child’s best interests. Including specific language in trust documents or addressing reimbursement and compensation in wills or trust instruments provides guidance to appointed caregivers and to the court if approval is needed.
A pour-over will complements guardianship nominations by directing assets that were not placed into a trust during life into a trust at death. This helps ensure that funds intended for a child’s care are managed under the trust’s terms rather than passing through a more general probate distribution process. The pour-over will functions as a safety net so that even if assets were not previously transferred, they will ultimately be governed by the trust provisions designed to support the child and the appointed guardian. Including a pour-over will in your estate plan reduces the risk that assets will be distributed in ways that conflict with the guardian’s intended responsibilities or with long-term financial plans for a child. Coordinated trust and will planning ensures funds are available and administered according to specified timelines and oversight mechanisms, which simplifies the guardian’s role during a difficult transition.
Special needs trusts are financial arrangements designed to provide for a dependent with disabilities without jeopardizing eligibility for public benefits. When a guardian is nominated for a child with special needs, combining the nomination with a special needs trust ensures that a guardian will have access to resources to support the child while preserving benefits such as Medi-Cal or SSI. Careful drafting of the trust and coordination with nominations is essential to maintain benefit eligibility and manage long-term support. Including clear trust funding instructions and appointing a trustee who understands both financial management and benefits rules helps a guardian meet daily needs while protecting long-term entitlements. When special needs are involved, planning should address medical care, therapy, specialized education, and housing needs in addition to naming a guardian, so that the child’s comprehensive needs are met reliably over time.
Before naming someone as a guardian, discuss the role openly so they understand the responsibilities, time commitment, and any financial implications. Topics to cover include willingness to relocate if necessary, parenting philosophy, medical decision preferences, schooling, religious upbringing, and day-to-day logistics. Confirming their readiness to serve and naming alternates helps ensure transitions proceed smoothly if a guardian appointment becomes necessary. It is also important to discuss practical matters like where the children’s documents and important financial information will be stored and how to access funds. Encourage proposed guardians to consider whether they would need additional legal or financial support to serve effectively, and coordinate those arrangements in your estate plan so that appointed caregivers are prepared and supported when the time comes.
Explore our complete estate planning services
[gravityform id=”2″ title=”false” description=”false” ajax=”true”]
Criminal Defense
Homicide Defense
Manslaughter
Assault and Battery
Assault with a Deadly Weapon
Battery Causing Great Bodily Injury
Domestic Violence
Domestic Violence Protection Orders
Domestic Violence Restraining Order
Arson Defense
Weapons Charges
Illegal Firearm Possessions
Civil Harassment
Civil Harassment Restraining Orders
School Violence Restraining Orders
Violent Crimes Defense
Estate Planning Practice Areas