how to prepare guardianship papers for my mother with dementia without an attorney

by Camryn Hills IV 10 min read

The law does not require that you have an attorney to file a Petition in Probate Court, but in many Counties in the State, the Clerks will inform you that the Judge will not permit a Petition to be filed in their courts unless you are represented by an attorney. Guardianship is a legal proceeding that requires a hearing at which evidence is presented, testimony is taken and a lawyer will be appointed to represent the Proposed Ward. If you are not represented by an attorney, you will be expected to present the evidence to the court in the appropriate manner.

Full Answer

When do you need guardianship of a parent with dementia?

Aug 09, 2016 · Document everything about your parent that makes you believe he or she is no longer capable of handling their affairs. The judge might want a court psychologist to examine them. The court must first determine your parent does need a guardian or conservator. Next they must determine that you are the best person to serve as that guardian.

How do I get a court order for guardianship of my parent?

Apr 17, 2020 · Consult a guardianship attorney for guidance; Gather evidence which may include a psychological evaluation; Submit the guardianship request to District Court; Attend the hearing and demonstrate the need for a guardian to the court’s satisfaction; How to Obtain Guardianship for a Parent with Dementia?

When is guardianship of a loved one necessary?

Jun 07, 2009 · The guardian cannot sell, lease, mortgage or use as security the ward's land, house, car, furniture or any other property without a Court order. The guardian will also need the Court's permission to operate an ongoing business of the ward's. Seeking permission from the Court commences with filing a petition in the Circuit Clerk's Office.

How do I file for guardianship of an elderly person?

This is when guardianship can be an important tool for families. Guardianship also can be required when a person with Alzheimer’s or dementia is no longer able to legally sign power of attorney documents due to mental incapacitation. Guardianship gives you the legal right to make decisions for a parent or loved one with Alzheimer’s or dementia.

Can a person with dementia make their own decisions?

The person living with dementia maintains the right to make his or her own decisions as long as he or she has legal capacity. Power of attorney does not give the agent the authority to override the principal's decision-making until the person with dementia no longer has legal capacity.

What is legal capacity with dementia?

In most cases, if a person living with dementia is able to understand the meaning and importance of a given legal document, he or she likely has the legal capacity (the ability to understand the consequences of his or her actions) to execute (to carry out by signing it).

What three decisions Cannot be made by a legal power of attorney?

You cannot give an attorney the power to: act in a way or make a decision that you cannot normally do yourself – for example, anything outside the law. consent to a deprivation of liberty being imposed on you, without a court order.

Who makes decisions if no power of attorney?

If you have not given someone authority to make decisions under a power of attorney, then decisions about your health, care and living arrangements will be made by your care professional, the doctor or social worker who is in charge of your treatment or care.Mar 30, 2020

Why Do I Need to get Guardianship for my Parents?

If one or both of your parents have been unable to handle their own affairs, you’ll need guardianship to have the legal authority to manage their affairs for them and to make healthcare decisions.

How to Become a Legal Guardian for an Elderly Person

There are several steps involved in becoming the legal guardian of someone who is not able to handle their own affairs. The first step is deciding if you’re eligible to serve as a guardian.

How to Obtain Guardianship for a Parent with Dementia?

The process for obtaining guardianship for a parent suffering from dementia is not different from the process for any other type of incapacity. If the onset of dementia is rapid, an emergency guardianship hearing can be requested to obtain guardianship quickly.

What are my Duties as a Guardian?

There are three types of guardianships. One is a guardian of the estate. A guardian of the estate only has the authority to manage assets for the protected person. A guardian of the person only has the authority to make decisions for the person, much as a parent does for a child.

Are there Alternatives to Guardianships?

A durable Power of Attorney (POA) is a document any competent adult can execute that provides instructions that will be implemented if you become incapacitated or legally incompetent to handle your affairs.

What is the legal right to make decisions for a parent with Alzheimer's?

Guardianship gives you the legal right to make decisions for a parent or loved one with Alzheimer’s or dementia. Guardianship is obtained through a court proceeding and granted by a judge. When Guardianship is Required. The elderly parent who lives alone in an unsafe condition but who refuses assistance is an archetypal character in the world ...

What is a guardian for a child with Alzheimer's?

Guardians have the same sort of authority a parent has over minor child. With guardianship, families can assure that their loved ones who is mentally incapacitated due to Alzheimer’s disease and other types of dementia are: in a safe and dignified living situation. free from financial exploitation.

What is an elderly parent who lives alone in an unsafe condition but refuses assistance?

The elderly parent who lives alone in an unsafe condition but who refuses assistance is an archetypal character in the world of the senior advocacy. For instance, imagine a senior named Elda who has Alzheimer’s disease: Elda’s grown children became concerned because she’s living alone with Advanced Alzheimer’s.

Can caregivers with Alzheimer's be dangerous?

But if it’s coupled with a tendency to stubbornly refuse assistance or care, it can be dangerous.

Can a court psychologist determine if someone has Alzheimer's?

A court psychologist will have typically made that determination before the hearing, although the petition can present additional evidence at the hearing.

What is the difference between a conservatorship and a guardianship?

A conservatorship is when the court appoints a person (the conservator) to have control over a person’s (or ward’s) finances. A guardianship is when a person (the guardian) is appointed by a court to have control over the care, comfort, and maintenance of another person.

What to do if you don't have a power of attorney?

One option is to have an open, honest discussion with the person. Emphasize the importance of having a financial or health care power of attorney and the negative consequences of not having any powers of attorney in place.

How old do you have to be to have a will?

Mentally competent persons of at least 18 years of age should have a will, financial power of attorney, and health care power of attorney in place. It’s also a good idea to consider completing a living will.

Can you sign a power of attorney for dementia?

If you’re caring for someone with dementia, you may face a legal catch-22 you hadn’t anticipated: they can’t – or won’t – sign a power of attorney. That’s the legal document that allows someone else to make critical medical and financial decisions on their behalf when they’re not able to.

What is the best way to make financial decisions when you become incapacitated?

Two common alternatives are: Power of Attorney This grants a person the right to make financial decisions for you when you become incapacitated. This is usually done by the elderly person when they’re putting their estate planning documents together.

Is guardianship less expensive than guardianship?

They are less costly than the guardianship process and they can be used by the elderly person to have more control over who takes care of them. These are by no means the only less restrictive alternatives to guardianship as there are a variety of supports and services that may be beneficial to your loved one.

Can you file for guardianship in probate court?

If possible, you want to have the medical examination before you file the application, but if the elderly person refuses then you can always ask the court to order one later.

Do you have to notify your family of a petition of guardianship?

You will also have to notify any family members or anyone else with the legal right to know about the petition of guardianship. The family members you have to notify are laid out in the estate code, but it also depends on which family members are still living and can easily be contacted. 4.

What is a Durable Power of Attorney for Finance?

A Durable Power of Attorney for Finance allows your loved one to appoint someone to manage their finances if they become incapacitated — mentally or physically — to the point they can no longer handle those issues themselves. If your loved one becomes unable to manage their financial affairs and they have not prepared a Durable Power of Attorney for Finance, a Court proceeding is probably inescapable. You, a close relative, or companion will have to ask a Court for authority over at least some of their financial affairs. Please see: 5 Financial Steps for Dementia Caregivers

What does an attorney in fact do?

operate small business. The attorney-in-fact is obligated to act in the incapacitated person's best interests, maintain accurate records, keep their property separate from the incapacitated person's, and avoid conflicts of interest.

How does a living trust work?

A Living Trust, like a Will, is a method by which an individual can designate the distribution of the assets they have at the time of death. Unlike a Will, however, a Living Trust becomes effective as soon as it's executed. This is a very important distinction between the two documents, as it allows for management of the assets held in the Living Trust while the person is still alive, but has become mentally incapacitated to the point they cannot manage their own affairs. Confirmation of incapacity by the person's physician is usually required.

What to do if your loved one doesn't have a valid estate?

If your loved one doesn't have valid estate documents, take the time to educate them about the need for these documents and, if they are amenable, help make arrangements to have the documents prepared.

What happens if a person passes away without a will?

If your loved one passes away without having prepared a Will or Living Trust, the estate will be distributed according to the laws of intestate. Simply put, this means the estate will pass to their next of kin, which may not be what was intended or desired. Intestate laws are state-dependent.

Why is mental competence important?

It is therefore important for your loved one to document their wishes regarding the distribution of the estate while they are still mentally capable of doing so.

What is a DNR in a medical document?

This is sometimes referred to as a "Do Not Resuscitate" clause or "DNR.". The documents also permit your loved one to name a trusted person to make medical decisions for them if they are unable to communicate on their own. The person named to make these decisions is usually called an agent or an attorney-in-fact.

Forms

Note: The following forms are sufficient for the matters that are covered by them. So long as the substance is expressed without prolixity, the forms may be varied to meet the facts of a particular case. The forms are not intended to be part of the rules and are provided for convenience only.

Resources

Guardianship resources may be found on Florida's Working Interdisciplinary Network of Guardianship Stakeholders (WINGS) website.

What happens to Sarah in Utah?

Sarah, an elderly woman living in Utah, falls and breaks her hip. She and her family decide it is best that she recover from her injuries at her daughter’s home in Colorado. During Sarah’s stay in Colorado, her daughter, Lisa, realizes her mother’s cognition is impaired, and she is no longer capable of making independent decisions. Lisa decides to petition for guardianship in Colorado. Thankfully, both Colorado and Utah have adopted UAGPPJA, and the Colorado court can easily communicate with the Utah court. Following the rules established in UAGPPJA, the Colorado court asks the Utah court if any petitions for guardianship for Sarah have been filed in Utah. The Utah court determines that no outstanding petitions exist and informs Colorado that it may take jurisdiction in the case. Thus, although Utah is Sarah’s home state, Colorado may make the guardianship determination.

What is the relationship between Alice and Bob?

Alice and Bob are an elderly couple who are residents of New York, but they spend their winters at a rental apartment in Florida. Alice has Alzheimer’s disease, and Bob is her primary caregiver. In January, Bob unexpectedly passes away. When Steve, the couple’s son, arrives in Florida, he realizes that his mother is incapable of making her own decisions and needs to return with him to his home in Nebraska. Florida, New York, and Nebraska have not adopted UAGPPJA. Steve decides to institute a guardianship proceeding in Florida. The Florida court claims it does not have jurisdiction because neither Alice nor Steve have their official residence in Florida. Steve next tries to file for guardianship in Nebraska, but the Nebraska court tells Steve that it does not have jurisdiction because Alice has never lived in Nebraska, and a New York court must make the guardianship ruling. If these three states adopted UAGPPJA, the Florida court initially could have communicated with the New York court to determine which court had jurisdiction.

What is Jane's mother's guardian?

Jane cares for her mother who has dementia in their home in Texas. A Texas court has appointed Jane as her mother’s legal guardian. Unfortunately, Jane’s husband loses his job, and Jane and her family move to Missouri. Neither Texas nor Missouri have enacted UAGPPJA. Upon arriving in Missouri, Jane attempts to transfer her Texas guardianship decision to Missouri, but she is told by the court she must refile for guardianship under Missouri law because Missouri does not recognize adult guardianship rights made in other states. This duplication of effort burdens families both financially and emotionally