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A Guardian For Yourself: Choosing, Communicating With

What To Communicate With A Prospective Guardian

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Discuss your views to be sure you and the prospective guardian are in sync about what you want in your personal and financial life.

  • Include your views on:
    • Handling your financial affairs.
    • The people you support, how you want it done, and for how long.
    • Who to trust for what professional advice.
    • How to run your business or who is the best person to run it.
    • Your beliefs about end-of-life.
    • Any other matters of importance to you.
  • Does the prospective guardian share your views? If not, is he or she willing to abide by them? Do you believe the person will live up to his or her agreement?

It is advisable to have a similar discussion with any person you consider as an alternative guardian as well.

Write a letter that includes your thoughts and feelings about the matters you discuss -- or record your conversation with your choice for guardian. It will be a reminder about your wishes in case any questions arise.

Try to find a balance between making your thoughts known and including too much detail. You want your guardian to be able to be flexible as facts and times change, while adhering to the essence of what you care about. Give a copy of the letter or recording to each guardian and alternate. Store an additional copy with your Will.


  • Give your potential Guardian a copy of your List of Instructions so he or she has a place to start when figuring out what needs to be done. If you haven't completed your List, now is the time to start.
  • Let the person or people you name as guardian or substitute guardian know where to find your passwords (such as to confidential information you store on our site).

Where to find your passwords (such as to confidential information you store on our site).

Last, but not least, if you have a spouse or significant other, and you are not naming that person as Guardian, discuss with that person who you are naming and why.

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More Information

List Of Instructions

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