Being appointed a legal guardian or conservator means taking on a lot of responsibility. From managing a loved one’s finances to coordinating medical care and filing reports with the court, the work can be overwhelming. Even family caregivers handling just one guardianship often find that recordkeeping quickly becomes stressful. That’s where guardianship software comes in.

Modern platforms help non-professional guardians keep track of budgets, organize important documents, log health information, and generate court-ready reports. Advocord, a system created by estate planning attorney Nancy Meyers, stands out as the first cloud-based guardianship software built specifically for individuals and families. According to Meyers, it’s designed to "help guardians... maintain all records related to their roles" securely and simply, making documentation clear, transparent, and manageable for people who are already juggling a lot.

Common guardianship tasks include:

• Financial tracking: recording income like benefits or pensions, and expenses like bills and living costs. Advocord makes this easy with built-in tools to log income and spending securely online.
• Document management: storing court documents, ID records, insurance, and more.
• Health and care scheduling: tracking doctor appointments, medications, and therapy notes.
• Court and compliance reporting: generating court-required accountings and inventories.
• Collaboration: sharing updates with family or professionals through secure, view-only access.

Advocord users, for example, can build a personalized dashboard showing financial summaries, task reminders, and uploaded documents. It’s accessible from any device, anytime. This kind of central organization is what the American Bar Association refers to as "centralized recordkeeping," helping guardians stay compliant and in control.

Main Guardianship Software Platforms

Here are some of the top software options available:

Advocord Guardianship Software

Advocord is the only software created from the ground up by a guardianship and estate attorney for family and individual guardians. It covers everything in one place: finances, medical records, court forms, and tasks. Nancy Meyers, the founder, explains that Advocord helps guardians “do the best job for the people they have pledged to care for.” It's affordable (starting at about $4.99/month per case) and offers strong support. Bonus: If you sign up through ProbateCourtBond.com, you may be eligible for an extended trial.

Tekoa Guardianship Software 

Tekoa is designed for professionals, not families. It helps agencies and firms manage multiple guardianship cases, with tools for time tracking, client budgeting, and billing. If you’re managing dozens of clients, Tekoa might work well. For a one-time or family guardian, it may feel like more than you need.

My Junna 

My Junna is a case management system used by care managers, advocates, and social workers. It includes portals, care plans, and HIPAA-compliant storage. It’s clean and user-friendly, and offers unlimited training. Pricing is higher and typically set per user.

eGuardianship Software

eGuardianship has been around a long time. It’s web-based, available 24/7, and focused on financial oversight. It covers basic expense tracking and reporting, but its interface feels outdated and support is limited compared to newer systems.

Choosing the Right Software

If you're a family or individual guardian, here’s what to consider:

• Ease of Use: Advocord is designed to be simple and approachable. You don’t need a financial background to use it. Try free trials to see what works for you.
• Core Features: Make sure your software covers budgeting, documents, care logs, and court forms.
• Affordability: Advocord starts at just $4.99/month per case, while others may charge much more per user.
• Support and Training: Advocord and My Junna both offer great customer support and onboarding.
• Mobile Access: Advocord and My Junna are mobile-friendly. Tekoa is more desktop-focused.
• User Reviews: Look at real user experiences. My Junna is praised for being organized and improving constantly. Advocord is built specifically for what family guardians actually need.

Guardianship Bonds and Legal Compliance

Most courts require guardians to have a guardianship bond, which protects the ward’s assets. If something goes wrong, the bond provider covers any losses. For info on bonds and how to get them, visit https://www.probatecourtbond.com. For a limited time, they even offer special Advocord trial extensions.

The right tools can make a huge difference. Good software helps you stay on top of your responsibilities without getting buried in paperwork. Advocord is built with that exact goal in mind: to support you so you can focus on caring for someone you love.