Reviews are independent and based on our experience. Opinions are our own. Brought to you by ProbateCourtBond.com.
Reviews are independent and based on our experience. Opinions are our own. Brought to you by ProbateCourtBond.com.
“TEKOA is a comprehensive guardianship and fiduciary software designed for professional guardianship firms and management agencies.”
eGuardianship is a web-based fiduciary platform designed to support guardians, care managers, and agencies responsible for multiple clients under legal protection. It offers digital tools to log notes, manage documents, generate reports, and organize case-related tasks in a secure, centralized environment. Built to simplify administrative duties and promote transparency, eGuardianship helps professional teams keep up with court deadlines, track services provided, and maintain clear records across their caseload. The system is intended for organizations seeking a streamlined, compliant approach to managing guardianship responsibilities at scale.
eGuardianship offers functions similar to traditional accounting programs and spreadsheet tools, but it is structured specifically for guardianship case tracking and fiduciary oversight. Its integrated features are designed to replace multiple disjointed tools with one streamlined system suited for managing legal and care-related responsibilities across many clients.
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Designed for guardianship oversight Built specifically for professionals managing legal and care-related responsibilities across multiple clients
Centralized documentation system Combines case notes, court documents, and service records into one organized online platform
Task and deadline tracking Supports scheduling and alerts to help teams meet court requirements and follow-up obligations
Customizable user roles Allows different levels of access for administrators, staff, and support professionals
Secure and cloud-based Hosted in a protected online environment so sensitive information is accessible but controlled
Simple interface Prioritizes usability for non-technical staff while still offering case management depth
Digital audit trails Tracks changes and updates for accountability and transparency
Support for teams Built to support agencies and organizations rather than individual guardians or family users
Not intended for individual use May not be a good fit for single-case guardians or family caregivers needing lightweight tools
Requires team setup and training Organizations may need onboarding support to configure roles and workflows
Limited financial tools Does not include full accounting or budgeting modules compared to more finance-heavy platforms
No public pricing information Requires direct inquiry to get cost estimates or licensing details
No mobile app listed Access is through web browser only, which may limit usability in the field
Interface may feel dated Focuses on function over modern design, which could impact user experience for some teams
Focused on documentation, not accounting Agencies needing detailed financial tracking may require supplementary systems
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eGuardianship provides guardianship professionals with a digital workspace to manage case files, record notes, store documents, and track deadlines in one centralized system. Built for agencies with multiple clients, the platform emphasizes consistent documentation, secure recordkeeping, and task management to support compliance and oversight. By streamlining how staff organize case-related information and prepare reports, eGuardianship helps reduce administrative strain and maintain clear, traceable records for legal and supervisory review.
Case documentation Maintain detailed records for each client including case notes, legal forms, and status updates
Document management Upload, organize, and access court files, letters, and care-related paperwork securely
Task tracking Create task lists tied to each case or client with due dates and reminders
Scheduling Manage appointments and deadlines to ensure timely service and court compliance
Multi-client support Oversee records for dozens or hundreds of clients within one system
User permissions Assign roles and restrict access by user type to protect sensitive information
Searchable database Quickly locate client files, entries, and uploaded documents across the platform
Audit trails Keep an internal record of updates and activity for accountability and reporting
Court preparation Organize data needed for annual reports, court filings, or supervisory audits
Web-based access Use from any computer or location with secure internet connection
Simple dashboard View active tasks, recent activity, and important updates from a central screen
Support options Contact-based assistance available for configuration and implementation help
eGuardianship offers support and guidance to agencies adopting its platform, with a focus on setup, onboarding, and ongoing use. While the system is designed to be straightforward, teams can request help with implementation, role configuration, and general questions. The platform emphasizes organized workflows and accurate records, and support is available to assist with aligning the software to agency needs. This helps ensure that guardianship professionals can focus on care and compliance rather than troubleshooting technical issues.
