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Order Appointing Guardian

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Order Appointing Guardian of Person and/or Estate

Superior Court of Washington

County of

In the Guardianship of:

,
Incapacitated Person

No.

Order Appointing

Limited Guardian of Person (ORAPLGP)

Full Guardian of Person (ORAPGDP) and/or

Limited Guardian of Estate (ORAPLGE)

Full Guardian of Estate (ORAPGDE)

Full Guardian of Person and Estate (ORAPGD)

Guardianship Summary (GDSM)

Clerk’s Action Required, Para 3.3

Guardianship Summary

Date guardian appointed:

Due date for inventory (no later than 3 months from appointment):

Due date for care plan (no later than 3 months from appointment):

The clerk shall notify the auditor of loss of voting rights:

Yes No

Due date for report and accounting:

Date of next review:

Letters expire on:

Bond amount:

$

Restricted account agreements required:

yes No

Due date for receipt(s) of funds in blocked account(s):

Certified professional guardian (CPG) Public professional guardian (PUG)

Lay (family) guardian (LGD) Training completed Training required

Incapacitated Person (IP) Guardian of: Estate Person
Name
Address
Phone*
Facsimile
  Guardian of: Estate Person    Standby Guardian
Name
Address
Phone*
Facsimile

Page 2 of 9 Content

The AIP was present in court;

The hearing was conducted outside of the courtroom at the location of the AIP;

The AIP’s presence was waived for good cause shown other than mere inconvenience, as set forth in the file and reports in this matter;

The guardian ad litem was present. Other persons present:

I. Findings of Fact

1.1 Notices

All notices required by law have been given and proof of service as required by statute is on file.

1.2 Jurisdiction

The jurisdictional facts set forth in the petition are true and correct, and the court has jurisdiction over the person and/or estate of the AIP.

1.3 Guardian ad Litem

The Guardian ad Litem appointed by the court has filed a report with the court.

1.4 Alternative arrangements made by the AIP

The AIP did not make alternative arrangements for assistance, such as a power of attorney, prior to become incapacitated.

The AIP made alternative arrangements for assistance, but such arrangements are inadequate:

(Name) has been acting in a fiduciary capacity for the AIP and should not continue to do so:

1.5 Capacity

The AIP, , is:

incapable of managing his or her personal affairs.

incapable of managing his or her financial affairs.

The AIP is in need of a full guardianship over the person estate.

The AIP is capable of managing some personal and/or financial affairs, but is in need of the protection and assistance of a limited guardian of the person estate in the following areas:

1.6 Guardian

Proposed guardian’s address:

Phone No(s): Business Personal

Email:

1.7 Guardian ad Litem fees and costs

The Guardian ad Litem was appointed at county expense estate expense.

The Guardian ad Litem has requested a fee of $ and reimbursement of $

1.8 Bond

The assets of the AIP:

are unknown, and Bond shall be reviewed at review of inventory.

total less than three thousand dollars ($3,000) and no bond is required.

exceed three thousand dollars ($3,000), and a bond is required.

exceed three thousand dollars ($3,000) and should be placed in a blocked account.

1.9 Restrictions on AIP’s right to communicate, visit, and interact with others

1.10 Right to Vote

The AIP is capable of exercising the right to vote.

The AIP is not capable of exercising the right to vote.

II. Conclusions of Law

2.1. Incapacitated Person

(Name) is an incapacitated person within the meaning of RCW Chapter 11.88, and a:

Full Limited guardian of the person, and/or

Full Limited guardian of the estate should be appointed.

2.2 Guardian

(Name) is a fit and proper person as required by RCW 11.88.020 to be appointed as a guardian.

2.3 Powers and limitations of the guardian

All of the powers of a guardian pursuant to RCW 11.88 et. seq. and RCW 11.92 et seq. that are not expressly limited.

Other:

The guardian does not have power to consent to sterilization on behalf of the incapacitated person.

2.4 Restrictions on Incapacitated Person’s right to communicate, visit, and interact with others

Name of Person / Nature of Restriction

2.5 Limitations and restrictions placed on the Incapacitated Person

The following rights are revoked:

To vote or hold an elected office.

To marry, divorce, or enter into or end a state registered domestic partnership.

To make or revoke a will.

To enter into a contract.

To appoint someone to act on his or her behalf.

To sue and be sued other than through a guardian.

To possess a license to drive.

To buy, sell, own, mortgage, or lease property.

To consent to or refuse medical treatment.

To decide who shall provide care and assistance.

To make decisions regarding social aspects of his or her life.

Other limitations and restrictions

III. Order

3.1 Prior Power of Attorney

is not canceled.

is canceled in its entirety.

is canceled in its entirety except for those provisions pertaining to health care.

3.2 Appointment of guardian

(Name) is appointed as:

Full Limited Guardian of the Person and/or

Full Limited Guardian of the Estate of

3.3 Letters of guardianship

Valid until to (name of guardian)

3.4 Lay guardian training

Does not apply. The guardian is a certified professional guardian or financial institution.

The petitioner submitted evidence that the guardian successfully completed lay guardian training.

The guardian must complete and file proof of completion by .

3.5 Guardianship bond and security

Guardianship bond is set in the amount of $

Bond is waived.

Bond shall be reviewed at review of inventory.

The guardian shall have access to all accounts.

3.6 Report of substantial change in income or assets

Within 30 days of any substantial change, the guardian shall report to the court and schedule a hearing.

3.7 Inventory

A review hearing upon filing of the inventory is required not required.

3.8 Disbursements

On or before the date the inventory is due, the guardian shall apply to the court for an order authorizing disbursements.

3.9 Personal care plan

A review hearing upon filing of the personal care plan is required not required.

3.10 Status of incapacitated person

Unless otherwise ordered, the guardian of the person shall file an annual report on the status of the incapacitated person.

3.11 Substantial change in condition or residence

The guardian shall report to the court within thirty (30) days any substantial change in condition or residence.

3.12 Designation of standby guardian

Notice shall be filed within 90 days of appointment.

3.13 Authority for investment and expenditure

All of the powers of a guardian of estate pursuant to RCW 11.92 that are not expressly limited.

Other:

3.14 Duration of guardianship

Until it is terminated pursuant to RCW 11.88.140;

Until further order of the court.

Until the incapacitated person turns 18 years old;

Other:

3.15 Discharge/retention of guardian ad litem

The guardian ad litem is discharged; or

The guardian ad litem shall continue performing further duties:

3.16 Notice of right to receive pleadings

Name:

Address:

Name:

Address:

3.17 Guardian Fees

DSHS cases: guardian allowed fees and costs as permitted by WAC.

Non-DSHS cases: guardian shall petition court for approval of fees.

Advance amount per month: $

3.18 Guardian ad litem fee

Fees and costs are approved as reasonable.

Total amount: $

Paid from:

3.19 Legal Fees

Legal fees and costs of approved in amount of $

Paid from:

3.20 Guardian’s account or report

12-month 24-month 36-month

Report due by .

A review hearing is set for

The guardian must set a review hearing date on or before

The court will review without a hearing by

3.21 Other

Dated .

Judge/Court Commissioner

Presented by:

Signature of Petitioner/Attorney

Printed Name of Petitioner/Attorney, WSBA/CPG #

Address

City, State Zip Code

*Telephone/Fax Number

Email Address

*If you do not want your personal phone number on this public form, you may list your telephone number on a separate form which may be available to parties and the court, as well as its staff and volunteers, but will not be made available to the public.

Copy received and approved by:

Signature of guardian

Print Name of guardian WSBA CPG#

Address

City, State Zip Code

*Telephone/fax number

Email address

Enter text✕

What an Order Appointing Guardian Covers

An Order Appointing Guardian is a court-issued judgment that names an individual or entity to make personal, medical, or financial decisions for an incapacitated person or minor. The order defines the guardian's scope of authority, any limits on powers, reporting requirements to the court, and the effective dates of the appointment. Courts issue these orders after a petition, notice to interested parties, competency or incapacity evidence, and a hearing. The document becomes a public court record and often triggers third-party recognition by banks, medical providers, and government agencies.

Why a Clear, Accurate Order Matters

A properly drafted order reduces legal uncertainty for the guardian and third parties, clarifies the scope of authority, and speeds access to care and financial management. Accurate orders also limit post-appointment disputes and help courts monitor compliance.

Why a Clear, Accurate Order Matters

Who Prepares and Relies on This Order

Each role focuses on different requirements: petitioners on evidence, attorneys on legal form, and third parties on proof and recognition protocols.

  • Family members requesting appointment to manage an incapacitated relative’s personal or medical needs.
  • Attorneys preparing petitions, supporting evidence, and recommended order language for hearings.
  • Probate courts, clerks, and third parties (banks, healthcare providers) who must recognize and enforce the order.

Primary Signers and Authorities

Judge

The presiding judge or judicial officer signs and issues the order after finding statutory criteria satisfied; the judge’s signature, date, and court seal validate the appointment and define the scope of authority and reporting obligations.

Appointed Guardian

The individual or institutional guardian accepts appointment by signing any required oath or bond and by complying with court-ordered duties, which may include annual reports, inventory filings, and restrictions on specific powers.

Step-by-Step: Completing the Order Appointing Guardian

Follow court rules when preparing, filing, serving, and finalizing the order; missing a required step can delay recognition by banks and providers.

  • 01
    Prepare Petition: Gather medical reports and competency evidence.
  • 02
    File With Court: Submit petition, proposed order, and supporting documents.
  • 03
    Serve Interested Parties: Provide notice to relatives and listed stakeholders per statute.
  • 04
    Attend Hearing: Present evidence; judge issues the final order if criteria met.

Customizing an Online Completion Workflow

Configure fields and signer routing to match local court requirements and the sequence of filings.

Field Configuration
Court Caption Read-only field — prefill with court name
Case Number Field Required; validation for numeric format
Guardian Signature Signature field with date stamp
Judge Signature Reserved for court upload or court-admin user

Where to File and How the Order is Routed

Orders file in probate or family court; after issuance, certified copies are distributed to banks, medical providers, and government agencies.

  • Initial Filing: Submit to county probate/family court clerk.
  • Court Review: Judge examines petition and evidence.
  • Order Issued: Judge signs final order and clerk enters it.
  • Distribution: Provide certified copies to institutions and agencies.

Essential Parts of a Professional Order Appointing Guardian

A complete order combines formal captioning, a clear grant of authority, identification of the guardian and ward, any limitations, required reporting, and the judge’s signature and seal.

Court Caption

Full court name, case number, and parties. Proper caption ensures the document is filed and indexed correctly and accepted by third parties for verification.

Ward Identification

Full legal name, DOB, and identifying details for the person under guardianship. Accurate identification prevents misapplication of the guardian’s authority.

Scope of Powers

A detailed list of powers granted or reserved, such as medical decisions, residence, and financial management. Specific grants reduce later disagreement about authority boundaries.

Limitations

Explicit restrictions or exclusions (e.g., no authority to make major gifts). These preserve rights and reduce litigation risk when powers are contested.

Reporting Requirements

Frequency and recipient of inventories, accountings, and status reports to the court. Clear reporting obligations support oversight and compliance.

Judicial Authentication

Judge’s signature, date, and court seal or stamp; may include clerk certification for certified copies used with banks and agencies.

Required Information Elements

Court Caption: Exact court title
Case Number: Assigned docket number
Ward Details: Full legal name
Guardian Details: Full name and contact
Authority Scope: Specific powers listed
Effective Date: MM/DD/YYYY format

Penalties and Risks of an Incorrect Order

Delayed Access: Lost access to funds
Court Sanctions: Contempt or fines
Fiduciary Liability: Personal financial responsibility
Third-Party Refusal: Banks may refuse compliance
Criminal Exposure: Perjury or fraud risk
Probate Delays: Extended court supervision

Common Mistakes to Avoid

  • Using incomplete or non‑certified copies when institutions require certified originals, which can lead to repeated requests and processing delays.
  • Failing to list clear limits on authority or specific reporting intervals, which creates confusion and increases the risk of court intervention.
  • Providing inconsistent names or dates between the petition and the proposed order, causing rejection or extra court clerical work.
  • Skipping service or notice to statutory interested parties, which can invalidate proceedings and require re-noticing or a new hearing.

eSignature Pricing Snapshot for Completing Court Orders

Common eSignature vendors vary by price model and feature set. The table compares starting price, trial availability, bulk send, audit trail, HIPAA support, and envelope limits.

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 7-day free trial Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Practical Tips for Accurate, Efficient Completion

Adopt consistent filing habits and confirm court-specific formatting to avoid rejections and delays.

Use Certified Copies
Obtain and distribute certified copies for banks, medical providers, and agencies rather than uncertified scans to ensure acceptance and avoid repeated requests.
Be Specific in Powers
Draft narrow, enumerated powers for the guardian rather than broad language to reduce later disputes and simplify oversight.
Track Reporting Deadlines
Maintain a calendar for inventories and annual reports; missed filings can trigger court sanctions or removal proceedings.
Confirm Third-Party Requirements
Ask banks or agencies in advance which certified documents and identification they require to accept the guardian’s authority.

Typical Timeframes and Court Deadlines

Timelines vary by state and court calendar; use these typical checkpoints when planning a guardianship case.

File Petition:

Initiate case as soon as incapacity evidence is available

Temporary Appointment:

Judge may issue temporary guardian within days to weeks

Hearing Schedule:

Hearing typically set within weeks to a few months

Notice to Parties:

Statutory notice deadlines often require service weeks before hearing

Annual Reports:

Guardian required to file periodic reports per court order

Notarization and Witness Authentication Steps

Authentication requirements vary; follow court and state rules for notarization, remote notarization, and any witness attestations.

01

Prepare Documents

Complete and review petition and proposed order for accuracy

02

Notary or RON

Obtain notarization per state rules; use RON only where permitted

03

Witness Signatures

Add witness signatures if state or local rules require them

04

Submit to Clerk

File notarized originals with the court clerk

05

Judge Review

Judge signs and issues the final order at hearing

06

Certified Copies

Request certified copies from the clerk for third parties

07

Serve Institutions

Deliver certified copies to banks, medical providers, and agencies

08

Record Retention

Keep originals and certified copies per retention rules

Guardianship Versus Conservatorship: Key Differences

Terminology varies by state, but the practical difference often lies in whether the authority is over the person or the estate.

Criteria Guardianship Conservatorship
Primary Focus person’s care financial affairs
Typical Powers medical and residential bank accounts and assets
Court Oversight yes — welfare reports yes — accountings required
Duration often ongoing often ongoing

Frequently Asked Questions

Answers to common questions about form validity, electronic signing, notarization, revisions, and revocation related to an Order Appointing Guardian.


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