What a guardianship management plan in Ontario asks for — and how to autofill Form 2 with my-id.ca
Prepare a management plan for property guardianship without retyping your details
Applying to be a guardian of property requires a management plan for the incapable person's finances — and the plan repeats your name, address, and the person's details. This guide is an example of storing them once in my-id.ca.
Official form and source
Start from the official source and always use the current version — form numbers and links can change:
- Service page: Guardianship — ontario.ca
- Form (Central Forms Repository): Form 2 - Management Plan — 004-0237
What this form is about
Form 2 is a management plan under the Substitute Decisions Act describing how a proposed guardian of property will manage the incapable person's assets, income, expenses, and financial decisions.
Before you start: what to gather
- Your full legal name and current address as proposed guardian.
- The incapable person's name and address.
- Assets and income of the person.
- How you will manage property and pay expenses.
Confirm the current process on ontario.ca.
How my-id.ca makes it faster
- Save it once. Store your name, address, and contact details in your my-id.ca profile.
- Keep documents ready. Upload supporting documents to my-id.ca Files so you are not searching at form time.
- Autofill the form. Use the my-id.ca Chrome extension on a web form, or fill a PDF from your saved profile inside my-id.ca.
- Review and submit yourself through the official channel.
Why do it in my-id.ca
Related Ontario forms repeat the same personal details. Captured once in my-id.ca — stored in Canada, with AI on its own servers — every form starts mostly complete.
Frequently asked questions
- When is a management plan required?
- When applying to be appointed guardian of property under the Substitute Decisions Act.
- How does my-id.ca help?
- It autofills names and addresses; you write the financial management plan yourself.
- Is this the same as Form 3 guardianship plan?
- No — Form 3 is for guardianship of the person; Form 2 is for property.
Fill it once. Reuse it everywhere.
Save your information in my-id.ca once, then autofill this form and the next one — web forms with the Chrome extension, PDFs right in the app. Your data is stored in Canada and AI runs on my-id.ca's own servers, never sent to third-party AI providers.