Guardianship Appointment - Document Builder 👷‍♂️

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🌍 Jurisdiction & Basics

Country, language, venue, and the basic nature of the guardianship.

Country *

State *

City/Area *

Language of the completed document *

Document Effective Date *

Type of Guardianship *

Court / Venue (e.g., County Probate Court) *

Include Temporary/Emergency Guardianship? *

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🧒 / 👤 Ward Details

Details of the person needing guardianship and current care background.

Ward — Full Legal Name *

Ward — Date of Birth *

Ward — Address *

For Adult: Incapacity / Medical Basis (attach proof if available)

For Minor: Current Custodian/Parent(s) Names

Existing Orders/Cases (case #, court, status) (optional)

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👨‍👩‍👧 Proposed Guardian(s)

Primary guardian, relationship, address, and optional alternate/co‑guardian.

Primary Guardian — Full Name *

Relationship to Ward *

Primary Guardian — Address *

Primary Guardian — Phone/Email

Add Alternate Guardian? *

Alternate Guardian — Full Name

Alternate Guardian — Relationship

Co‑Guardians (act jointly)? *

Co‑Guardian — Name(s)

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🛡️ Powers & Scope

Type of guardianship powers and any limitations or caps.

Scope of Authority *

If Limited powers — specify limits

Specific Powers Requested

Medical consent / healthcare decisions
Educational decisions
Residence / placement decisions
Financial management (day‑to‑day)
Authority to manage significant assets
Access to records (HIPAA/education)
Travel consent
Other (specify below)

Other power details / limitations (optional)

Bond Required? *

Bond Amount / Security (if required)

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📬 Notices & Consents

Parent consents (for minors), interested parties, and service method.

Parent/Current Guardian Consent Attached? (for minors)

Interested Parties (names/addresses to notify) *

Proposed Method of Service *

Existing Protective/Family Court Orders (optional)

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⚖️ Court & Compliance

Duration, reporting, case numbers, and dispute handling.

Existing Case Number (if any)

Proposed Duration (e.g., until age 18 / 12 months / indefinite) *

Reporting Requirements

Annual accounting
Medical/educational status report
Inventory of assets
Other (specify below)

Other reporting details / intervals

Dispute Resolution *

Venue / Seat / Rules (if arbitration)

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📝 Oath & Declarations

Petitioner’s oath, background check consent, and declarations.

Acknowledgements (must check all) *

I am qualified and consent to serve as guardian
I will act in the ward’s best interests
I consent to background checks where required

Oath/Declaration Text (optional)

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✍️ Signatures & Attachments

Petitioner signatures, dates, and file uploads (IDs, consents, orders).

Petitioner 1 — Signature (type name) *

Petitioner 1 — Sign Date *

Petitioner 2 — Signature (optional)

Petitioner 2 — Sign Date (optional)

Execution Method *

Witness 1 — Name & Address

Witness 2 — Name & Address

Notary — Name & Commission (if applicable)

Attachments (IDs, consents, medical letters, orders)

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