Petition for Guardianship
Drafts a petition establishing legal guardianship over an incapacitated adult or minor, tailored to the filing jurisdiction's statutory framework.
Prerequisites
Collect before drafting:
- Jurisdiction — state, county, correct court division (probate, family, surrogate's)
- Parties — full legal names, DOBs, addresses, petitioner-ward relationship
- Medical evidence — physician certificates, capacity evaluations, functional assessments
- Financials — ward's assets, income, liabilities (if estate guardianship)
- Prior instruments — existing POAs, advance directives, representative payee arrangements, prior guardianship orders
- Notice list — all persons entitled to notice with names and addresses (spouse, parents, adult children, siblings, agencies)
Quick Start
- Identify jurisdiction and confirm court division
- Gather party information and medical evidence
- Draft petition sections in order below
- Attach all required exhibits
- Verify against jurisdiction-specific statutory requirements
Petition Sections
Draft using consecutively numbered paragraphs throughout.
1. Caption & Case Header
Format per local court rules. Include: full court name with division, case number (blank if unassigned), case title ("In the Matter of [Ward], An Alleged Incapacitated Person" or local convention), petitioner block, document title specifying person/estate scope.
2. Jurisdiction & Venue
- Cite state guardianship statute authorizing filing
- Allege ward's domicile/residence establishing venue
- Establish court's subject-matter jurisdiction
3. Petitioner's Standing
- Relationship to proposed ward
- Basis of knowledge of ward's condition
- Steps taken before seeking guardianship
- Qualifications to serve (or nomination of alternative)
- Conflict-of-interest disclosures
4. Ward's Circumstances
| Category |
Required Detail |
| Personal |
Age, living situation, daily care needs, social support |
| Medical |
Diagnoses, functional limitations, cognitive status (reference attached physician certificate) |
| Financial |
Assets, income, liabilities, current management (if estate guardianship) |
| Minors |
Parental status (absence, incapacity, unfitness, death); why guardianship exceeds normal custody |
5. Incapacity Allegations
- Cite statutory definition of incapacity
- Allege specific functional deficits with supporting facts:
- Cannot manage personal health/safety
- Cannot make informed medical decisions
- Cannot manage financial affairs
- At risk of exploitation, abuse, or neglect
- Use person-first language; focus on functional impairments, not diagnostic labels
6. Least Restrictive Alternative Analysis
Explain why each less-restrictive option is insufficient:
| Alternative |
Typical Basis for Insufficiency |
| Power of attorney |
Ward lacks capacity to execute; existing POA revoked/inadequate |
| Representative payee |
Does not cover personal/medical decisions |
| Supported decision-making |
Ward's impairments exceed supported framework |
| Voluntary services |
Ward unable to consent or cooperate |
7. Scope of Authority Requested
Specify guardianship type. Enumerate only the powers needed.
Person: medical decisions, residential placement, access to records, treatment decision authority, social decisions.
Estate: manage income/assets, pay debts, enter contracts, manage real property.
For limited guardianship, identify retained rights explicitly. Tailor powers narrowly to documented deficits.
8. Guardian Nomination
- Proposed guardian's name, address, relationship
- Experience, training, availability
- Criminal background / conflict disclosures per jurisdiction
- If professional/public guardian: explain why no suitable family member available
- Attach consent of proposed guardian
9. Notice & Interested Parties
- List all persons entitled to statutory notice
- Identify persons with unknown whereabouts (request alternative service)
- State compliance with pre-filing notice requirements
10. Verification & Signature
- Verification under penalty of perjury
- Signature lines for petitioner and attorney
- Notarization block if required
- Attorney bar number and contact information
Exhibits Checklist
Pitfalls & Checks
- Jurisdiction controls everything — always confirm: statutory incapacity standard, required medical evidence format, investigation/visitor requirements, notice and waiting periods, bond requirements
- Evidentiary support — every factual allegation must tie to an identified exhibit; no conclusory statements
- Clear-and-convincing standard — most jurisdictions require this elevated burden; draft allegations accordingly
- Respectful tone — guardianship restricts fundamental liberty; demonstrate genuine necessity
- Bond and reporting — note bond requirements for estate guardianship and ongoing reporting obligations
- Emergency guardianship — if imminent harm exists, draft separate emergency petition with specific showing
- Mark uncertain citations — use
[VERIFY] for any statute or rule not confirmed against current code
1---2name: guardianship-petition3description: Drafts court-ready Petitions for Guardianship for US state courts, covering incapacity allegations, least-restrictive-alternative analysis, scope-of-authority requests, and statutory compliance. Use when drafting guardianship petitions, conservatorship filings, or petitions for appointment of guardian over incapacitated adults or minors.4---56# Petition for Guardianship78Drafts a petition establishing legal guardianship over an incapacitated adult or minor, tailored to the filing jurisdiction's statutory framework.910## Prerequisites1112Collect before drafting:1314- **Jurisdiction** — state, county, correct court division (probate, family, surrogate's)15- **Parties** — full legal names, DOBs, addresses, petitioner-ward relationship16- **Medical evidence** — physician certificates, capacity evaluations, functional assessments17- **Financials** — ward's assets, income, liabilities (if estate guardianship)18- **Prior instruments** — existing POAs, advance directives, representative payee arrangements, prior guardianship orders19- **Notice list** — all persons entitled to notice with names and addresses (spouse, parents, adult children, siblings, agencies)2021## Quick Start22231. Identify jurisdiction and confirm court division242. Gather party information and medical evidence253. Draft petition sections in order below264. Attach all required exhibits275. Verify against jurisdiction-specific statutory requirements2829## Petition Sections3031Draft using consecutively numbered paragraphs throughout.3233### 1. Caption & Case Header3435Format per local court rules. Include: full court name with division, case number (blank if unassigned), case title ("In the Matter of [Ward], An Alleged Incapacitated Person" or local convention), petitioner block, document title specifying person/estate scope.3637### 2. Jurisdiction & Venue3839- Cite state guardianship statute authorizing filing40- Allege ward's domicile/residence establishing venue41- Establish court's subject-matter jurisdiction4243### 3. Petitioner's Standing4445- Relationship to proposed ward46- Basis of knowledge of ward's condition47- Steps taken before seeking guardianship48- Qualifications to serve (or nomination of alternative)49- Conflict-of-interest disclosures5051### 4. Ward's Circumstances5253| Category | Required Detail |54|---|---|55| Personal | Age, living situation, daily care needs, social support |56| Medical | Diagnoses, functional limitations, cognitive status (reference attached physician certificate) |57| Financial | Assets, income, liabilities, current management (if estate guardianship) |58| Minors | Parental status (absence, incapacity, unfitness, death); why guardianship exceeds normal custody |5960### 5. Incapacity Allegations6162- Cite statutory definition of incapacity63- Allege specific functional deficits with supporting facts:64 - Cannot manage personal health/safety65 - Cannot make informed medical decisions66 - Cannot manage financial affairs67 - At risk of exploitation, abuse, or neglect68- Use person-first language; focus on functional impairments, not diagnostic labels6970### 6. Least Restrictive Alternative Analysis7172Explain why each less-restrictive option is insufficient:7374| Alternative | Typical Basis for Insufficiency |75|---|---|76| Power of attorney | Ward lacks capacity to execute; existing POA revoked/inadequate |77| Representative payee | Does not cover personal/medical decisions |78| Supported decision-making | Ward's impairments exceed supported framework |79| Voluntary services | Ward unable to consent or cooperate |8081### 7. Scope of Authority Requested8283Specify guardianship type. Enumerate only the powers needed.8485**Person:** medical decisions, residential placement, access to records, treatment decision authority, social decisions.8687**Estate:** manage income/assets, pay debts, enter contracts, manage real property.8889For **limited guardianship**, identify retained rights explicitly. Tailor powers narrowly to documented deficits.9091### 8. Guardian Nomination9293- Proposed guardian's name, address, relationship94- Experience, training, availability95- Criminal background / conflict disclosures per jurisdiction96- If professional/public guardian: explain why no suitable family member available97- Attach consent of proposed guardian9899### 9. Notice & Interested Parties100101- List all persons entitled to statutory notice102- Identify persons with unknown whereabouts (request alternative service)103- State compliance with pre-filing notice requirements104105### 10. Verification & Signature106107- Verification under penalty of perjury108- Signature lines for petitioner and attorney109- Notarization block if required110- Attorney bar number and contact information111112## Exhibits Checklist113114- [ ] Physician certificate / medical affidavit115- [ ] Proposed guardian's consent and disclosure116- [ ] Financial inventory (if estate guardianship)117- [ ] Proposed order / letters of guardianship118- [ ] Notice list with addresses119- [ ] Filing fee or fee waiver120- [ ] Jurisdiction-specific mandatory forms121122## Pitfalls & Checks123124- **Jurisdiction controls everything** — always confirm: statutory incapacity standard, required medical evidence format, investigation/visitor requirements, notice and waiting periods, bond requirements125- **Evidentiary support** — every factual allegation must tie to an identified exhibit; no conclusory statements126- **Clear-and-convincing standard** — most jurisdictions require this elevated burden; draft allegations accordingly127- **Respectful tone** — guardianship restricts fundamental liberty; demonstrate genuine necessity128- **Bond and reporting** — note bond requirements for estate guardianship and ongoing reporting obligations129- **Emergency guardianship** — if imminent harm exists, draft separate emergency petition with specific showing130- **Mark uncertain citations** — use `[VERIFY]` for any statute or rule not confirmed against current code
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