Stepping into the role of guardian for a loved one can feel overwhelming, especially when they’re facing serious health challenges or diminished capacity. It’s completely natural to feel unsure about what comes next. One of the most important responsibilities you’ll take on is fulfilling your fiduciary duty — and understanding what this means can provide clarity, confidence, and peace of mind as you navigate your new role.

Document Every Decision

Keeping accurate, detailed records is essential. Whether you’re making choices about healthcare, adjusting living arrangements, or managing financial matters, clear documentation creates transparency and protects both you and your loved one. Journals, spreadsheets, and digital tools can all make record-keeping easier and more reliable.

Report Regularly to the Court

Guardians are typically required to provide regular updates to the court. These reports often include information about your loved one’s health, living situation, financial matters, and any significant changes that have occurred. Staying organized throughout the year will make preparing these reports much smoother.

Avoid Conflicts of Interest

Part of your fiduciary duty is ensuring that every decision you make is solely in the best interest of the person you’re caring for. Avoid any situation where you might personally benefit. Even the appearance of a conflict of interest can raise concerns, so when in doubt, it’s wise to seek legal or professional guidance.

Understand How Guardian and Executor Roles Differ

Guardianship and serving as an executor of a will are two very different responsibilities. A guardian makes decisions for a living person who needs support. An executor handles matters only after someone has passed away. Although one person can serve in both roles, the timing, duties, and legal obligations are completely separate.

Taking on guardianship is a serious, noble responsibility, and no one expects you to have all the answers right away. Learning about fiduciary duty is an important first step toward fulfilling your role with integrity and compassion. If you’d like help understanding your responsibilities or need support moving forward, we’re here for you. You’re not alone on this journey.