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Guardianship Forms for Adults

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ADULT GUARDIANSHIP PETITION PACKET

WHERE CAN I FIND INSTRUCTIONS?

Form Number
Form Name
PG-505

Instructions are available online at:

www.courtrecords.alaska.gov/webdocs/forms/pg-505.pdf

Printed copies are available for customers with limited or no internet access.

WHAT IS INCLUDED IN THIS PACKET?

Form Number
Form Name
PG-100
Petition for Appointment of a Full Guardian for an Adult
PG-115
Notice of Guardianship Hearing
PG-117
Certificate of Service by Certified Mail

WHERE CAN I FIND MORE INFORMATION?

Online
Online

March 2016

Alaska Court System

The statutes, court rules and most of the forms referenced in this packet are
available on the court's website: www.courts.alaska.gov.

What is a Guardian?

A guardian is a person appointed by the court to manage the affairs of another, called the "ward." A guardian has authority to make personal decisions for the ward, such as where the ward will live and under what conditions. A guardian may also manage the finances of the ward if a conservator (someone to manage the ward's money and property) has not been appointed by the court.

When Can a Guardian Be Appointed?

The court can appoint a guardian only if the court determines that a person is incapacitated and the services of a guardian are necessary (that is, alternative methods of providing services are not adequate). A person is “incapacitated" if his (or her) ability to receive and evaluate information or communicate decisions is so impaired that the person cannot take care of his or her own physical health or safety (meaning provide the healthcare, food, shelter, clothing, etc. the person needs to avoid serious physical injury or illness).

AS 13.26.116

AS 13.26.005

Who Can Be a Guardian?

Almost anyone (except a minor) willing to take on the responsibility can be appointed. The guardian can be a relative or friend, a private professional guardian, or the public guardian.

The guardian cannot be someone who:

  1. provides substantial professional or business services to the incapacitated person,
  2. is a creditor of the incapacitated person,
  3. has interests that may conflict with those of the incapacitated person, or
  4. works for a person who would be disqualified under (1) – (3).

These restrictions do not necessarily apply to the respondent's spouse, adult child, parent, brother or sister if the court determines that the potential conflict of interest is insubstantial and the appointment would clearly be in the best interests of the incapacitated person.

AS 13.26.145

PG-500 (3/16)(cs)

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What Guardianship Forms for Adults Are and When They Apply

Guardianship Forms for Adults are court-focused documents used to request appointment of a guardian or conservator for an adult believed unable to manage personal, financial, or medical affairs. Typical filings include a petition, physician or evaluator reports, notices to interested parties, and proposed orders. These forms vary by state and by whether the request seeks full or limited guardianship; they initiate a judicial process that may include hearing, evaluation, and ongoing reporting requirements. Courts rely on the submitted forms to assess incapacity, define the guardian’s authority, and set oversight conditions.

Why Accurate Guardianship Forms Matter

Clear, complete forms protect the adult’s rights, reduce delays in court, and limit disputes about scope of authority. Properly prepared paperwork helps the judge evaluate capacity, appoint an appropriately limited guardian, and set required reporting and bond terms.

Why Accurate Guardianship Forms Matter

Who Prepares and Signs These Guardianship Forms

The people involved typically include family members, attorneys, healthcare providers, and court-appointed examiners who gather and file the necessary documents.

  • Family petitioners: Adult relatives who initiate the petition and often provide medical histories and witness statements.
  • Attorneys and guardianship practitioners: Prepare pleadings, represent petitioners at hearings, and advise on limited vs full guardianship.
  • Medical evaluators and social workers: Provide professional capacity evaluations and factual reports the court requires.

Depending on state rules, a petitioner may need local counsel, notarization, or a court-approved form packet; courts may reject incomplete submissions.

Primary Components of an Adult Guardianship Filing

A professional filing groups required documents so the court can quickly evaluate incapacity and urgency. Include complete, dated exhibits and clear authority requests.

Petition

The formal request stating capacity concerns, powers sought, and names of proposed guardian and interested parties; forms differ by jurisdiction.

Medical Reports

Licensed clinician evaluations that describe cognitive status, diagnosis, capacity conclusions, and recommended limitations or supports.

Notice Forms

Proof that relatives, proposed ward, and other interested parties received notice per state rules and timelines.

Inventory & Account

A current list of assets and liabilities when financial authority is requested; supports bond and fiduciary oversight decisions.

Proposed Order

A draft order for the judge defining scope, duration, reporting schedule, and any bond or restrictions on authority.

Bond/Inventory

Evidence or request for bond amount and method of security when the guardian will handle funds or assets.

Essential Data Fields Usually Required

Ward's Legal Name: Full legal name required
Date of Birth: MM/DD/YYYY format
Current Address: Street, city, state, ZIP
Proposed Guardian: Name and relationship
Capacity Basis: Medical diagnosis summary
Assets Summary: Approximate value listed

Step-by-Step: Completing Guardianship Forms

Follow a consistent sequence to reduce filing errors and missed attachments; gather medical documentation and contact information before drafting.

  • 01
    Collect Records: Obtain medical, financial, and social history documentation.
  • 02
    Complete Petition: Fill all name, date, and capacity sections accurately.
  • 03
    Attach Reports: Include evaluator statements and any supporting exhibits.
  • 04
    File & Serve: Submit to court and serve interested parties per state rules.

Configuring an Online Filing Workflow

Set up fields, authentication, and routing so documents are complete before submission and receipts are retained.

Field Configuration
Signer Authentication Email + SMS code or ID verification
Required Fields Mark name, DOB, signature as mandatory
Conditional Logic Show financial inventory only if requested
Routing Auto-send to attorney and medical evaluator

Typical Online Submission Flow

An efficient e-filing flow reduces cycles and shows an audit trail that courts and parties can reference.

  • Upload: Submit petition and exhibits as PDF
  • Prepare: Place signature, date, and initials fields
  • Authenticate: Confirm signer via SMS or ID check
  • File: Export package for court e-filing or print for hand filing

Common Timeframes and Court Deadlines

Timing requirements vary by state; be aware of service windows, hearing notices, and reporting schedules after appointment.

Service Deadline:

Serve interested parties per local rule before hearing

Hearing Scheduling:

Courts often set a hearing within weeks of filing

Temporary Orders:

Emergency temporary guardianship may be valid for days to months

Inventory Deadline:

Financial inventories commonly due within 30–90 days of appointment

Annual Reports:

Many states require annual accounting or status reports

Key Milestones in a Guardianship Case

Track milestone stages from filing through oversight to maintain compliance and meet reporting obligations.

01

File Petition

Petition and initial exhibits submitted to court.

02

Service and Notice

All interested parties are formally notified per rule.

03

Court Hearing

Judge reviews evidence, hears testimony, and may appoint an evaluator.

04

Appointment & Oversight

Guardian appointed with defined duties and reporting schedule.

Common Preparation Errors to Avoid

  • Incomplete medical documentation or unsigned evaluator reports that force continuances and additional evaluations.
  • Using inconsistent names or dates across exhibits which leads to identity verification issues and court inquiries.
  • Failing to serve required parties properly, resulting in default orders being set aside or hearings rescheduled.
  • Overbroad petition language requesting unnecessary powers that prompt court restriction or objections from family members.

Legal Risks and Consequences of Faulty Filings

Delayed Relief: Court may delay protective orders
Rejection: Clerk can reject incomplete filings
Contested Hearings: Improper notice can trigger contested proceedings
Liability: Guardians can face fiduciary liability
Bond Forfeiture: Failure handling funds may forfeit bond
Revocation Risk: Improper authority may be rescinded

Sharing and eSubmission Options for Guardianship Forms

Courts accept different submission methods: in-person paper filing, electronic court portals, or emailed packets per local rules.

  • Court e-filing: Portal upload or clerk submission
  • Email/Portal: Some jurisdictions permit emailed packets
  • Physical Filing: Paper filing accepted in many counties

When using digital platforms, preserve audit trails and certified copies; check local court rules for accepted file formats and e-filing requirements.

eSignature Pricing Snapshot for Guardianship Workflows

Compare starting prices and core features for common eSignature vendors used for legal and court-adjacent filings; signNow appears first per vendor listing rules.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day trial Varied Varied Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About Guardianship Forms for Adults

Answers to common procedural and technical questions about completing, signing, and filing adult guardianship forms.


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