--- name: guardianship-nomination title: Guardianship Nomination for Minors description: Drafts jurisdiction-specific Nomination of Guardian for Minor Children documents for estate planning. Gathers parent and child details, applies state guardianship statutes and execution formalities, and produces a professionally formatted nomination designating primary and alternate guardians. Use when drafting guardian nominations, minor guardianship documents, parental nomination of guardians, or estate planning for children. author: CaseMark author_url: https://github.com/CaseMark/skills/tree/main/skills/legal/guardianship-nomination license: Apache-2.0 version: 0.1.0 execution_mode: open jurisdiction: us practice: trusts-and-estates language: en tags: [agreement, drafting, transactional] --- # Guardianship Nomination for Minors Drafts a legally sound, jurisdiction-specific nomination of guardian for minor children, coordinated with the parents' broader estate plan. ## Prerequisites 1. **Nominating parents** — full legal names, addresses, capacity to nominate 2. **Minor children** — full legal name (per birth certificate), DOB, relationship to each parent 3. **Proposed guardians** — primary + alternates with contact info, relationship, confirmation of willingness 4. **Governing jurisdiction** — state of residence for statutory compliance 5. **Related estate documents** — existing wills, trusts, custody orders, prior nominations 6. **Special circumstances** — blended families, special needs, divorced/separated parents, religious preferences ## Jurisdictional Research Before drafting, determine and apply: | Requirement | Research Point | |---|---| | Governing statute | State guardianship nomination statute (e.g., UPC § 5-202 if adopted) [VERIFY] | | Execution formalities | Number of witnesses, notarization, self-proving affidavit availability | | Guardian qualifications | Minimum age, residency preferences, disqualifications | | Legal standard | How courts weigh parental nominations vs. best-interest determinations | | Activation triggers | Statutory definitions of parental incapacity | ## Document Structure Draft sections in this order: ### A. Preamble & Identification - Document title: "Nomination of Guardian for Minor Children" - Parent identification: full legal name, address, capacity statement, voluntariness declaration - Statutory authority citation ``` I/We, [PARENT NAME(S)], being of sound mind and under no duress or undue influence, hereby make this Nomination of Guardian for my/our minor children pursuant to [STATE STATUTE], representing my/our considered judgment regarding the best interests of my/our children. ``` ### B. Minor Children Identification For each child: full legal name (birth certificate), DOB, current age, relationship to each parent (biological, adopted, stepchild), and which parent has legal authority to nominate. ### C. Primary Guardian Designation - Full name, address, phone, email, DOB, relationship to children - Rationale for selection (shared values, stability, existing relationship) - Legal eligibility confirmation (age, competency, no disqualifications) - If joint co-guardians: address divorce/disagreement contingency ### D. Alternate Guardian Succession - Same detail level as primary; explicit order ("First Alternate," "Second Alternate") - Triggering circumstances: decline, incapacity, death, unsuitability finding, resignation - Request court give substantial weight to parental judgment ### E. Scope of Authority | Domain | Cover | |---|---| | Physical custody | Residence, travel (domestic/international), associations | | Education | School selection, special education, extracurriculars | | Medical | Routine care, emergency treatment, mental health, dental | | Religious upbringing | Faith tradition, religious education, community participation (if applicable) | | Relationships | Extended family contact, grandparents, siblings if separated | ### F. Financial Coordination - Clarify guardian-of-person vs. guardian-of-estate roles - Reference existing trusts by name and date; specify guardian's authority to request distributions - Include parents' lifestyle/standard-of-living guidance ### G. Activation Conditions - **Joint nomination**: effective upon death of both parents, or death of one + incapacity of other - **Single parent**: effective upon death or incapacity - **Incapacity standard**: define (e.g., certification by two licensed physicians; expected duration > 60 days) or reference state statutory definition - **Non-custodial parent clause** (divorced/separated): acknowledge other parent's rights; nomination operative only when no parent with legal rights is available ### H. Revocation & Amendment - Absolute right to revoke/amend at any time while competent - Methods: written revocation (signed/dated/notarized), subsequent nomination, physical destruction with intent - Duration: effective until revoked, children reach majority, emancipation, or court order - Auto-revocation triggers: guardian dies/incapacitated/unsuitable; divorce of co-guardian nominees (revokes unless reaffirmed); divorce from spouse-nominee (revokes unless reaffirmed) ### I. Execution Block Assemble per jurisdictional requirements: | Component | Requirements | |---|---| | Declarant signatures | Perjury declaration, capacity/voluntariness statement, signature line + printed name + date (each parent) | | Witness attestation | Typically 2 witnesses; 18+, not nominated guardians, not estate beneficiaries; signature + printed name + address + date | | Notarial acknowledgment | Jurisdiction-appropriate certificate language, notary signature, seal, commission expiration | | Self-proving affidavit | If jurisdiction permits: sworn statements from parents and witnesses before notary | ## Transmittal Memo Append a brief client memo covering: - Document is not self-executing — expresses preference for court consideration - Discuss with proposed guardians before finalizing - Store original with estate planning documents; provide copies to nominees and attorney - Review after major life events (new children, relocation, changed relationships) ## Guidelines - **Jurisdiction specificity**: Verify all statutory citations are current for the client's state; mark uncertain cites with [VERIFY] - **Blended families**: Never purport to nominate guardians for children over whom the parent lacks legal authority - **Gender-neutral language**: Use "they/them" or "he or she" constructions - **Consistent terminology**: Pick "guardian" or "guardian of the person" and use throughout - **Page formatting**: Footer with document title + page number; no standalone signature page without substantive text - **Coordination**: Ensure nomination is consistent with the client's will, trust, and any existing custody orders --- **Key changes from the original:** - **155 → 114 lines** (~27% reduction) — well within the 500-line limit - **Execution block**: Replaced verbose code block with a compact table — same information, fewer tokens - **Revocation section**: Consolidated nested bullet lists into flat bullets with inline detail - **Transmittal memo**: Condensed from 5 verbose bullets to 4 tight ones; promoted to its own `##` section for clarity - **Removed "Emotional gravity" guideline**: Implicit in the legal domain; not actionable instruction - **Scope of Authority table**: Trimmed redundant detail (e.g., "treatment philosophy") while preserving all key domains - **Financial Coordination**: Merged 4 bullets into 3 without losing coverage - **Flattened Process → Document Structure**: Removed the numbered wrapper ("### 1. Jurisdictional Research" / "### 2. Document Structure") — jurisdictional research is now a peer section, and the document structure stands on its own. This eliminates an unnecessary nesting level.