GUIDES

Practical guides for fiduciaries

Short, plain-language walkthroughs of the rules and records that matter — written by the team behind fidubond.

New guides are added regularly. Each guide pairs with a fidubond product, but you can read them with no account — nothing to install, nothing to sign up for.

Start here

The guardian's annual accounting report — what the court expects, when it's due, and how the schedules fit together.
Acting as power of attorney — your duties, the boundaries you must not cross, and the records that protect you.
Special needs trusts and SSI — the 2026 limits, the in-kind support trap, and which trust spending is safe.

How these guides relate to the products

Every guide reflects the same rules our products check automatically:

Guardian builds the court-ready accounting PDF described in the first guide.
POA keeps the decision log and annual summary described in the second.
SNT / ABLE runs the SSI pre-check described in the third before you record any distribution.

fidubond guides are general information, not legal, tax, or financial advice. Rules vary by jurisdiction and change over time — confirm specifics with a qualified professional for your situation.