Protect what matters most.
From the first power of attorney to the final estate — one platform for the people who plan, care, and act on someone's behalf.
Or get a free state-specific advance directive in 3 minutes
Everything in one place
Care, finances, legal, and team coordination
98%
of users feel more
confident in their role
You didn't sign up for this complexity.
When you become a guardian or power of attorney for someone you love, the legal, medical, and financial responsibilities can feel impossible to manage. Court deadlines, medication schedules, financial accountability — it's overwhelming.
12M+
Americans serve as guardian or POA for a family member
68%
say they feel overwhelmed managing the responsibilities
1 in 3
face legal complications due to poor documentation
Everything you need
Your complete guardianship command center
From the first day of guardianship to the final court report, GuardianStep has every tool you need.
Care Management
Track medications, medical appointments, care team updates, and health vitals — all in one organized place.
Financial Oversight
Manage receipts, reimbursements, budgets, and generate court-ready annual accountings automatically.
Legal Compliance
Store POA documents, advance directives, and generate court reports that meet probate court standards.
Team Coordination
Invite co-agents, attorneys, and care managers. Everyone has the right access, nothing falls through the cracks.
Secure Document Vault
All critical documents — wills, deeds, insurance policies, IDs — stored securely and accessible when needed.
Approval Workflows
Every major decision — financial, medical, legal — goes through a documented approval process for full accountability.
Traveling and leaving a child with family? We have you covered.
GuardianStep's Temporary Access feature lets you authorize a trusted person — a mother-in-law, grandparent, family friend — to seek medical care and consent to treatment for your child while you're away. Set it up in under a minute. It expires automatically the day you return.
- Name the child and caretaker — including their relationship to you
- Enter your destination and return date — access expires at midnight that day
- Include the pediatrician's info, allergies, and any special instructions
- Revoke it instantly from your phone if plans change early
Available on the Life Planner plan — starting at just $2.99/month. Also works for ward care coordination at any tier.
Child Medical Authorization
Active · expires in 9 days
Linda Bauer (Mother-in-law)
linda@bauer.com
Caring for
Emma Mitchell
b. Jun 12, 2019
Travel
Rome, Italy
Returns Apr 30
Authorization expires automatically at midnight on Apr 30 — or revoke it early from anywhere.
Real families
What guardians are saying
"GuardianStep turned months of scattered paperwork into one organized system. The court reports alone saved me hours."
Linda R.
Guardian for her father, Phoenix AZ
"I was overwhelmed being named POA for my mom. GuardianStep walked me through every step — I actually feel confident now."
David M.
POA for his mother, Chicago IL
"The financial tracking is incredible. Every receipt, every reimbursement — the probate court loved our accounting."
Susan K.
Co-guardian, Atlanta GA
Simple pricing
The best time to set this up is now
No hidden fees. Cancel anytime. All plans include a 14-day free trial.
Planning ahead?
Start with Life Planner at $2.99/mo. Organize your documents and wishes — and grant temporary medical authority to a trusted caretaker whenever life takes you away from home.
Coordinating care?
Care Partner at $54.99/mo gives your team the tools to track appointments, log visits, manage medications, sync bank transactions via Plaid, and stay in sync — without the chaos.
Court-appointed guardian?
Legal Guardian at $129/mo handles court reports, multi-ward management, court calendar, and full fiduciary compliance — with white-label reports available on Pro Fiduciary.
Life Planner
Hand your family a finished plan, not a filing cabinet.
- Readiness Hub — 8 guided checklists (65 steps) covering healthcare, money, estate, digital, funeral, family, home & vital info
- Document vault — IDs, insurance, deeds, will, advance directives
- Funeral wishes + real cost guide for all 50 states (no funeral-home upsell)
- Legacy letters — write now, deliver on a date or after you're gone
- After-Death Playbook — first-30-days steps for whoever finds you
- Emergency card — share critical info in one tap
- Temporary access grants — child care, travel & medical proxy
- Share one section, not your whole life (funeral wishes, letters, loved-ones)
- 1 primary user + up to 2 trusted viewers
Care Partner
Coordinate care — and keep the money clean.
- Everything in Life Planner
- Calendar & appointment tracking
- Team access with granular permissions — up to 8 users
- Care updates, vitals & visit log
- Incident & communication log
- Medication management
- Document expiration alerts
- Plaid bank sync — automated transactions & balances
- Biometric MFA on financial actions (CLEAR1)
- Manual ledger + receipt vault
Legal Guardian
Built for court-ordered guardians and conservators.
- Everything in Care Partner
- Court-ready annual accounting & inventory (state-specific)
- Attorney status report exports
- Billable time tracking for court-approved compensation
- Multi-ward management — one login, every person you serve
- Court calendar — hearing reminders & filing deadlines per state
- Immutable audit trail for court submission
- Case-file export — one PDF bundle per ward, ready to file
- Notary appointments included (up to 4/yr)
- Unlimited team & scoped attorney portal
- Priority support + Guardian Concierge onboarding (60 min)
Pro Fiduciary
For licensed professional guardians and trustees.
- Everything in Legal Guardian
- Unlimited wards across an unlimited caseload
- Multi-state compliance — every state's accounting format
- White-label court reports with your firm's letterhead
- Dedicated CSM + same-day support
- Bulk document upload & batched filing prep
- API access for case-management integration
- Annual on-site or virtual training for your team
14-day free trial · No credit card required to start · Secure checkout · Cancel anytime
Your loved one deserves organized, confident care.
Join thousands of guardians and POAs who trust GuardianStep to keep everything in order.
14-day free trial · No credit card required
We're here to help
Questions about GuardianStep? We typically respond within one business day.