How Do I Become a Guardian?
When a family member or loved one is no longer able to manage their own affairs, the process of becoming a legal guardian can be stressful, overwhelming, and confusing. Recognizing that a loved one’s physical or mental health issues means that they can no longer care for themselves, which can be painful for all parties involved. However, the sooner that a caregiver accepts their loved one’s lost capacity, the sooner they can take the steps to take control of their affairs and ensure that their legal rights are protected.
The first step in establishing guardianship is to designate a power of attorney for the incapacitated person. If this is not possible, it will be necessary to declare the person partly or wholly incapacitated and establish legal guardianship.
The interested party may file a petition to be appointed as a guardian. The petition must include certifications from two physicians regarding the incapacity of the individual. One of the physicians must be a medical doctor. The second physician can be a psychologist. The petitioner must also file a verified complaint and order to show cause (OTSC) with the surrogate’s court.
Once the complaint and all supporting documents have been filed, the OTSC is entered. This sets the date for the guardianship hearing before the Superior Court, which is usually within five to six weeks. It also assigns a court-appointed lawyer for the incapacitated person. The petitioner must notify other interested parties who may contest the guardianship or counter-petition if they wish to be appointed the incapacitated person’s guardian instead. Once the guardian is appointed by the court, they are responsible for all duties designated by law. In addition, they will be required to provide annual updates to the court about the status of the incapacitated person.
In most cases, the process of becoming a legal guardian is fairly routine and predictable. However, there are situations wherein family members disagree with who should be appointed guardian or whether an individual should be considered incapacitated. Family members may accuse other family members of financial exploitation or misappropriation, which can cause the process to become contentious, time-consuming, and expensive. When the situation becomes adversarial, an experienced guardianship lawyer will protect the rights of the incapacitated person and ensure that the guardian is carrying out their responsibilities.