How it works
Three steps from chaos to control.
Whether you're a guardian, a power-of-attorney agent, or a conservator, GuardianStep is the operational system of record for the legal, medical, and financial duties of the role.
Verify your identity
GuardianStep uses CLEAR1 biometric verification so banks, hospitals, and courts know exactly who is acting on the protected person's behalf. The same identity that gets you through TSA gets you into the platform — no more proving you're the guardian on every phone call.
- Biometric identity verification (NIST IAL2)
- Wallet card with QR code for emergency access
- Audit trail of every login and decision
Add the people, the documents, and the data
Onboard the protected person, the care team, and the financial accounts in one sitting. Pull medical records, add the POA and advance directive, connect bank accounts via Plaid, and import medications. Everything you need to do the job, in one HIPAA-aligned vault.
- Encrypted document vault with version history
- Connect bank, brokerage, and Medicare accounts
- Pull or upload advance directives, POAs, and care plans
Track every duty, prove every decision
Log medications, document visits, file annual reports, share progress with family. Every action is time-stamped and exportable to PDF — ready for the court, the bank, the hospital, or Adult Protective Services if anyone ever asks.
- One-click court-ready annual report
- Family sharing with role-based permissions
- Visit, medication, and incident logs
HIPAA-aligned by design
Field-level encryption, audit trails, BAAs available, and AWS us-east-1 hosting.
Built for whole families
Role-based access for siblings, attorneys, physicians, and care managers.
Court- and bank-ready
Every report exports to PDF with full audit trail. Designed to satisfy probate courts.
Ready to get organized?
Free during your trial. No credit card required.
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