Guardian planning
Applies because dependent children are recorded in People & Family.
Fictional sampleLast reviewed August 22, 2026
Chapter 10 · Trusted roles
Guardians & Decision Makers
This chapter organizes who the household has named or expects to serve in important roles. Recording a person here does not create legal authority.
Planstead records the household's current understanding of these roles. Legal authority depends on the applicable signed documents, law, and circumstances.
Shared readiness rules
What makes up 34% readiness?
Not Applicable leaves the denominator. Review Later remains applicable and incomplete.
6completed
14applicable
1excluded
8remaining
Top gaps→ Consider recording a successor guardian for Avery and Riley.→ Reconfirm the health care representative.→ Review trustee and executor assignments.
Applicability
Which roles belong in this plan?
Trust / trustee roles
A fictional revocable trust is recorded.
Caregiver / support roles
Review whether a support role belongs in this household plan.
Specialized decision-maker roles
Optional roles beyond the household's current plan.
Role overview
Who is named, and what needs attention?
A quick view of primary people, backups, documents, and review status.
RoleGuardian
PrimaryTaylor Stone
Backup / successorNot recorded
DocumentRecorded
Reviewreviewed
RoleFinancial decision-maker
PrimaryTaylor Stone
Backup / successorSam River
DocumentRecorded
Reviewreviewed
RoleHealth care decision-maker
PrimaryTaylor Stone
Backup / successorSam River
DocumentRecorded
Reviewneeds review
RoleTrustee
PrimaryJordan Maple
Backup / successorNot recorded
DocumentRecorded
Reviewreviewed
RoleExecutor
PrimaryTaylor Stone
Backup / successorSam River
DocumentRecorded
Reviewneeds review
Guardian planning
Primary and successor guardians
For Avery and Riley: confirm nominations and successors in the appropriate estate-planning documents with a qualified attorney. A nomination recorded here is not a legal appointment.
Guardianreviewed
Taylor Stone
- Applies to
- Avery Maple, Riley Maple
- Position
- primary
- Supporting document
- Guardian nomination reference →
- Last confirmed
- Jun 15, 2024
Successor GuardianNeeds attention
Not recorded
No successor guardian is currently recorded for Avery and Riley.
Consider confirming whether a successor guardian should be named in the household's estate-planning documents.
Financial decision-makers
Financial decision-makers
Authority depends on the signed document and applicable law.
Financial Power of Attorney / Agentreviewed
Taylor Stone
- Applies to
- Jordan Maple
- Position
- primary
- Supporting document
- Jordan financial power of attorney →
- Last confirmed
- Jun 18, 2026
Successor Financial Agentreviewed
Sam River
- Applies to
- Jordan Maple
- Position
- successor
- Supporting document
- Jordan financial power of attorney →
- Last confirmed
- Jun 18, 2026
Health care decision-makers
Health care decision-makers
Jurisdiction-neutral organizational records only; this is not medical advice.
Health Care Representative / Health Care Agentneeds review
Taylor Stone
- Applies to
- Casey Maple
- Position
- primary
- Supporting document
- Casey health care proxy →
- Last confirmed
- Feb 12, 2021
Review is due
Successor Health Care Representativeunknown
Sam River
- Applies to
- Casey Maple
- Position
- successor
- Supporting document
- Not confirmed
- Last confirmed
- Feb 12, 2021
Supporting document not confirmed
Trustee / Executor
Trustee / Executor
Review who is recorded for trustee and executor roles, the supporting documents, and what practical information they may need. Recording a role here does not grant access or authority.
Trusteereviewed
Jordan Maple
- Applies to
- Jordan Maple, Casey Maple
- Position
- primary
- Supporting document
- Maple family revocable trust →
- Last confirmed
- Jun 15, 2024
Executor / Personal Representativeneeds review
Taylor Stone
- Applies to
- Jordan Maple, Casey Maple
- Position
- primary
- Supporting document
- Maple household will →
- Last confirmed
- Apr 18, 2020
Review is due
Successor Executor / Personal Representativedeferred
Sam River
- Applies to
- Jordan Maple, Casey Maple
- Position
- successor
- Supporting document
- Not confirmed
- Last confirmed
- Apr 18, 2020
Supporting document not confirmed
Local-only workflow
Add a role assignment
Select existing People & Family and Estate Document records.
Guardian
Taylor Stone
primary · confirmed Jun 15, 2024
Financial Power of Attorney / Agent
Taylor Stone
primary · confirmed Jun 18, 2026
Successor Financial Agent
Sam River
successor · confirmed Jun 18, 2026
Health Care Representative / Health Care Agent
Taylor Stone
primary · confirmed Feb 12, 2021
Successor Health Care Representative
Sam River
successor · confirmed Feb 12, 2021
Trustee
Jordan Maple
primary · confirmed Jun 15, 2024
Executor / Personal Representative
Taylor Stone
primary · confirmed Apr 18, 2020
Successor Executor / Personal Representative
Sam River
successor · confirmed Apr 18, 2020
Plan future check-ins
Role reviews
Add to Calendar downloads an event. Google Calendar opens a prefilled event without connecting an account.
Planstead — Guardian review
Review Taylor Stone's guardian role for Avery and Riley and confirm the supporting nomination document.
Planstead — Financial agent review
Review Taylor Stone's financial agent role and confirm the successor and supporting document.
Planstead — Health care representative review
Review Taylor Stone's health care representative role for Casey and confirm the signed document.
Planstead — Trustee / executor review
Review the recorded trustee and executor roles and confirm the supporting documents.
Traceable prompts
Recommendations
Recommendation controls are local and do not change chapter readiness.
ImportantOpen
Successor guardian not recorded
Consider confirming whether a successor guardian should be named in the household's estate-planning documents.
- Why this appeared
- Avery and Riley are recorded as dependent children, but no successor guardian assignment is recorded.
- Trigger data
- Avery Maple and Riley Maple · successor guardian missing
- Professional
- Qualified estate-planning attorney
ImportantOpen
Health care representative review is stale
Consider reconfirming the person and current signed document.
- Why this appeared
- Casey's health care representative was last confirmed several years ago.
- Trigger data
- Casey Maple · Taylor Stone · February 2021
- Professional
- Qualified attorney or health care planning professional
ReviewOpen
Supporting document not confirmed
Consider checking the current signed document and recording its relationship here.
- Why this appeared
- The successor health care representative and successor executor do not have confirmed document links.
- Trigger data
- 2 assignments · supporting document unknown
- Professional
- Qualified attorney
ReviewOpen
Role predates a life event
This role was last confirmed before a recorded household life event. Consider reconfirming the person, backup, and supporting document.
- Why this appeared
- The executor and health care assignments predate the June 2024 estate-plan update.
- Trigger data
- Last confirmed 2020/2021 · event June 2024
- Professional
- Qualified estate-planning attorney
InformationOpen
Review concentration of responsibility
Consider whether the household is comfortable with the recorded distribution of responsibilities.
- Why this appeared
- Taylor Stone is recorded in several roles. Holding several roles is not necessarily a problem.
- Trigger data
- Taylor Stone · guardian, financial agent, health care representative, executor
- Professional
- Optional professional review
Related planning records
Keep connected planning areas easy to review
People & Family → keeps household relationships current. Estate Documents → helps you review the documents that support these roles. Beneficiaries → covers beneficiary designations, while Executor → is a future place for practical handoff guidance.