For Guardians

For New and Present Guardians

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Links to downloadable forms useful to Guardians.

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Local Meetings with CE/CLE credits.
Other agencies that offer training.

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A list of online resources.



Official Codes, Laws, and Regulations affecting Guardians

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Top Things to Resolve
A presentation by Lance McKinney iteminzing the most important elements in managing a Guardianship. PDF File.

Day to Day Recordkeeping & Accounting Habits for Professional Guardians
A presentation by Victoria Allen, CPA sharing record-keeping habits that help and protect Guardians. PDF File.

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Things new Guardians should be alert for and tools to protect yourself.