Case management for guardians & conservators
Every case, every deadline, every dollar—accounted for
GuardianPad is guardianship software that gives professional and family guardians one place to manage protected persons, meet court deadlines, and produce accountings courts accept, without the spreadsheets.
Built for public guardian offices, professional fiduciaries, agencies & families.
Margaret R. Holloway
Plenary guardianship · Active
Net worth$541,062
Open tasks4
Next reviewJun 1
All accounts synced
3 minutes ago
Margaret R. Holloway
Plenary guardianship · Active
Net worth$541,062
Open tasks4
Next reviewJun 1
All accounts synced
3 minutes ago
Under administration
Q2 2026
$2.41M+3.2%
Operating · ••4021$78,191
Trust · ••9004$291,300
Upcoming
next 45 days
Annual accounting due
Margaret R. Holloway
Court visitor appointment
Edward T. Briggs
Status report filing
James W. Park
Needs your attention
2 overdueRefill Aricept · Walgreens
Margaret R. Holloway
Get roof quote · 412 Linden
Tenant noted a leak
Submit Q2 accounting · Briggs
Draft ready for review
Annual hearing · Hon. Reuben
Bring accounting + care plan
The platform
The people, the paperwork, the peace of mind.
From the first intake to the final accounting, GuardianPad keeps the people, the paperwork, and the money in a single, defensible record.
Clients & cases
The full story, always at hand.
Every detail of the life and finances of each person under guardianship, in one organized, defensible record, so you can answer any question from a judge or a family member without digging. Profile, documents, accounts, notes and reminders: everything, exactly where you expect it.
Reminders
Nothing slips.
Hearings, reviews, filings: set a reminder on anything, across the whole caseload.
Reports
Reporting day, minus the panic.
Any report, any period, assembled straight from your records.
Financials
Books that balance themselves.
Cash in, cash out, reconciled and explained, with an audit trail that grows as you work. When anyone asks where a dollar went, the answer is already written down.
A closer look
Built around how the work actually happens.
The day-to-day tools of guardianship case management: notes, tasks, time, banking and reporting, each designed for the realities of the work.
Case notes & comments
A running record everyone can trust.
Every visit, call and decision captured in a chronological case history, then discussed in a thread right on the note, so the whole team stays on the same page.
- Threaded comments on any note
- @mention a colleague to loop them in
- Attach comments to notes and tasks
- Every entry timestamped and attributed
Daniel Avery
Visit note · Margaret R. Holloway
In-person visit at Brookhaven. Margaret was alert and oriented to person but not to date. Wheelchair-bound today, staff noted hip discomfort. Recommending we move up the appointment with Dr. Patel.
MAY 19, 2026 · 2:40 PM
Sarah Chen2h ago
@Daniel flagging for Friday's appointment. Can we get the hip X-ray order in before then?
Daniel Avery1h ago
Done. Order submitted and a reminder added to the case.
Tasks
A board for everything that needs doing.
Track every task from backlog to done across the whole caseload, grouped by status, filtered by client or assignee, and tagged by kind.
- Board, list & calendar views
- Assign to any team member
- Filter by client, kind or urgency
- Overdue work turns red before it bites
Try dragging a card between columns
Time & Mileage
Start the clock. Bill it later.
A live timer runs while you work and drops straight onto the timesheet: time and mileage tracked right on your notes and tasks, with per-guardian rates.
- One-tap start / stop timer
- Track time & mileage on notes and tasks
- Per-guardian rates
Linked to
Court packet: accounting export
Margaret R. Holloway · Annual accounting
Notifications
Never miss what matters.
Assignments, @mentions, due reminders and finished reports reach you the moment they happen, so nothing slips while you're away from the desk.
- Set a reminder on virtually anything
- Alerts the moment work is assigned to you
- A ping when you're @mentioned in a comment
- A heads-up when your report is ready
Notification settings
4 of 4 on
Court deadline reminders
When a reminder you've set comes due
Task assignments
When a task is assigned to you
Comments & @mentions
When you're mentioned in a comment
Report ready
When a report is ready to download
Notification Settings Updated
You have successfully updated your notification preferences.
Bank connections
Your accounts, always in sync.
Securely link the accounts you manage and GuardianPad keeps balances and transactions current, read-only, encrypted, and ready to reconcile when accounting season comes.
- Read-only, bank-level encrypted connections
- Balances and transactions sync automatically
- Every deposit and payment ready to reconcile
- Checking, savings, trust and brokerage accounts
Synced balance
$48,920
1 of 4 accounts linked
First National
Checking ••4021
$48,920
Synced
Community Trust
Savings ••7788
Cascade Credit Union
Money market ••3155
Harbor Savings
Trust account ••9004
256-bit encryption · read-only access · revoke anytime
Court-ready reporting
Accountings the court accepts.
Annual accountings, inventories, profit & loss and balance sheets, generated straight from your reconciled transactions, in the format your court expects. Choose a report and preview it live before you export.
- Pulled from real transactions: every figure traces back to an entry
- Standard accounting layouts, tuned to your jurisdiction
- One click to a print-ready, court-ready PDF
Ending balance
$125,000
Illustrative · FY 2025
On the go
The whole caseload, in your pocket.
Home visits happen away from a desk. GuardianPad adapts to phone and tablet, so notes, tasks, reminders and the timer are always a tap away in the field.
- Log a visit note from the doorstep
- Run the timer between appointments
- Check today's tasks & reminders
- The same record, wherever you are
Today
Refill Aricept · Walgreens
Margaret R. Holloway
Get roof quote · 412 Linden
Tenant noted a leak
Annual hearing · Hon. Reuben
Bring accounting + care plan
Light & dark
Easy on the eyes, day or night.
Switch between a crisp light theme and a low-glare dark mode, or follow your system automatically. Long evenings of accounting review just got kinder.
- Light, dark & system themes
- Carefully tuned contrast
- Your choice, remembered everywhere
Light
Margaret R. Holloway
Plenary guardianship · Active
Net worth
$541,062
Dark
Margaret R. Holloway
Plenary guardianship · Active
Net worth
$541,062
Follows your system, or pick one.
Security & compliance
The people you protect deserve protection too.
GuardianPad is built for sensitive work, with the controls a fiduciary record demands.
Encrypted end to end
Data encrypted in transit and at rest, every account, every record.
Monitored around the clock
Application health and errors are tracked continuously, so issues are caught early.
Complete audit trail
Every change is logged (who, what, and when) for full accountability.
Role-based access
Give each team member exactly the access their role requires.
Pricing
Pricing that scales with your caseload.
Just the monthly case cost: no hidden fees, no startup costs, no contracts. Every feature is included on every plan. Drag to estimate your monthly cost.
Active cases
60
$8.50 per case · mo
$510/mo
1–49
$10.00
50–99
$8.50
100–249
$7.50
250+
$7.00
Every feature is included at every tier. You only pay for the cases you actively manage.
Included on every plan
- Unlimited team members & guardians
- Full client & case records
- Reminders & deadline tracking
- Court-ready reports & accountings
- Accounts, transactions & balances
- Time & mileage tracking
- Documents & complete audit trail
- Closed cases archived free, forever
Create your account in minutes and start with a single case, forever. No demo or sales call required.
Questions
Good to know.
What is GuardianPad?
GuardianPad is guardianship software built specifically for guardians, conservators and the legal professionals who support them. It brings clients, deadlines, accounts and court reporting into a single case management system, streamlining the work, improving organization, and keeping your record compliant.
What types of reports can I generate?
Detailed reports on time spent with clients and miles traveled for visits, plus comprehensive financial reports documenting every transaction, for an individual client or an entire guardian's caseload. They keep your records accurate, streamline billing, and satisfy court reporting requirements.
How does GuardianPad help me stay organized with tasks and deadlines?
A comprehensive reminder system tracks every important deadline and task. Attach reminders to financial transactions, events or notes, or create standalone reminders for anything you need to complete. Everything is color-coded by urgency so nothing quietly slips by.
How does billing work?
A simple per-client, per-month model. You're only charged for active clients and can add or remove them at any time. Start with a single case or bring a whole caseload. No startup fees, no case minimums, no contracts: month-to-month, cancel anytime.
Can I import my existing cases?
You can bring your caseload over at any time — add clients, accounts and case details directly in the app, starting with your most active cases. Our support team is happy to answer questions as you get set up.
How secure is my data?
We use bank-level encryption, secure cloud storage and regular backups, with data protected in transit and at rest. A complete audit trail and role-based access keep sensitive information visible only to the people who should see it.
Does GuardianPad work on mobile devices?
Yes. The interface automatically adjusts to your smartphone or tablet, giving you case information, notifications and the essential tools while you're on the go: the same capabilities, wherever the work takes you.
What are the technical requirements?
GuardianPad is fully cloud-based and runs in any modern web browser. All you need is an updated browser and a stable internet connection. It's optimized for desktop, tablet and phone, with minimal hardware requirements.
What kind of support is available?
Email and phone support during business hours, committed to resolving any question or concern about the platform, plus in-app guided tours to help you find your way around.
Get started
Start with one case.
Scale to your whole office.
Set up GuardianPad in an afternoon and produce your first court-ready accounting this week.
Month-to-month · Cancel anytime