Choose How to Protect This Data

This app stores sensitive information (Social Security Numbers, financial records, case details) on this computer. Pick how it should be protected. This choice applies to all data going forward and cannot be changed later without starting over.

Unlock Probate Guardian

Create New Form for Existing Ward

Creates a new ward of a different inventory type, with data carried over from the one you pick below.

Load Ward Info

Carries the ward's name, case number, county, and guardian contact details from an existing case into this ward. This overwrites those fields on the current ward — everything else is left as-is.

Switch Ward

This ward is already active. Choose another one below:

Start New Year —

This saves the current year exactly as it stands (still editable anytime from "prior years") and opens a new blank year for this ward.

Prior Years —

Every year is fully editable. Opening one makes it the active year for this ward; the year you're leaving is saved exactly as you left it.

Delete This Year?

Add New Ward

Simplified Annual Accounting — Eligibility

Rename Ward

Delete Ward?

Are you sure you want to delete this ward? This action cannot be undone.

Guardian Information

Enter your information. You can update this anytime.