Planning and care
Use the Letter of Intent, cat care plan, emergency access and transport authorization, caregiver acknowledgment, and Annual Review and Amendment Form to keep practical information current.
Public document library
Know which document does which job.
Use public blank resources for preparation and the private Guardian workspace for participant records.
Agreements and acceptance
The Lifetime Care Agreement, Legacy Contribution and Funding Election Agreement, Successor Caregiver Placement Agreement, and accepted Lifetime Residency Addendum document actual obligations. Signing, witnessing, notarization, and staff acceptance depend on the document.
Professional instruments
Attorneys and institutions prepare trusts, wills, beneficiary designations, and account forms. Upload only redacted confirmation—not original estate instruments, passwords, or full account numbers.
- Attorney and financial-adviser coordination sheet — public PDF
- Estate and funding guide — public explanation
- Executed and participant-specific records — private workspace only
Program boundary
Only accepted agreements create program duties.
Public guidance helps people prepare and coordinate. It does not itself create custody, ownership, placement, residency, fiduciary authority, restricted use, or an emergency-response obligation.
Review program scope