Stepping into the role of guardian for a loved one can feel overwhelming, especially when that person is facing serious health challenges or diminished capacity. It’s natural to feel uncertain about what comes next. One of the most important ways to build confidence in your new responsibilities is by understanding a central part of the role: fiduciary duty. This duty serves as your guide, helping you act with care, integrity, and clarity as you support someone who depends on you.

Keep Clear Documentation

A major part of fulfilling your fiduciary duty is keeping detailed records. Document the decisions you make, the care arrangements you adjust, and any changes in the ward’s living situation. Whether you prefer a journal, spreadsheet, or app, consistent documentation protects both you and your loved one by creating a transparent record of your actions.

Recognize and Avoid Conflicts of Interest

Guardians must always act in the ward’s best interest. Even the appearance of personal gain at the ward’s expense can be concerning. If you ever find yourself unsure whether a decision could be viewed as a conflict of interest, seek legal or professional guidance before moving forward.

Understand the Difference Between Guardians and Executors

It’s easy to confuse the roles of guardian and executor, but they serve very different purposes. A guardian makes decisions for someone who is still living and in need of support. An executor, on the other hand, carries out the instructions in a will after someone has passed. Although one person may serve in both roles, the responsibilities and timing are completely separate.

Provide Regular Reports

Many guardians are required to report to the court on a routine basis. These updates often include information about the ward’s well-being, medical care, living situation, and any major developments. Keeping your documentation organized makes these reports easier to prepare and ensures accuracy.

Being a guardian is a serious and noble commitment. You’re not expected to know everything on day one, and it’s completely normal to need guidance along the way. Understanding fiduciary duty is an important step toward serving your loved one with confidence and compassion.

If you’d like to talk more about your responsibilities or want support navigating the process, don’t hesitate to reach out. You don’t have to manage this alone—help is always available.