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Decree and Order of Appointment of Guardian

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DECREE AND ORDER OF APPOINTMENT OF GUARDIAN FOR AN INCAPACITATED PERSON

Commonwealth of Massachusetts

The Trial Court

Probate and Family Court

Docket No.

Division

In the Interests of:

Incapacitated Person

After hearing on the Petition for Appointment of Guardianship filed on

The Court finds:

1. The requirements of G.L. c. 190B, § 5-306 (b) (1)-(8) have been met and a basis exists for the guardianship. The nature and extent of the incapacity is detailed in the Medical Certificate(s) on file with the court.

2. A hearing was held relative to the authority to consent to treatment for which a substituted judgment determination is required. See Separate Findings. The Incapacitated Person was was not present. The Court finds that there exist extraordinary circumstances requiring the absence of the Incapacitated Person, that counsel for the Incapacitated Person was present, and that after careful inquiry and upon representations of counsel there are no contested issues of fact. Oral testimony was not required because sufficient documentary evidence was presented or for the following reasons:

The Court appoints the following person(s) as Guardian(s) (hereafter "Guardian"):

Name:

Primary Phone #:

Name:

Primary Phone #:

The powers and duties of the Guardian are limited to the following:

The powers and duties of the Guardian include all powers authorized to a guardian for an incapacitated person under G. L. c. 190B, Article V, Part III exclusive of those powers requiring specific court authorization including authorization to apply for health insurance benefits including MassHealth on behalf of the Incapacitated Person and authorization to obtain copies of statement or any other records from banks, insurance companies or other financial institutions verifying balances and transaction for accounts standing in the name of the Incapacitated Person individually or jointly with another. These powers are not limited are limited as set forth in Exhibit A which is incorporated and merged herein and details those powers retained by the Incapacitated Person.

MPC 720 (5/30/11)

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In the Interests of:

Docket No.

The powers and duties of the Guardian shall further include:

1. Authorization to admit the Incapacitated Person to a nursing facility. The court finds that such admission is in the Incapacitated Person's best interest.

2. Authorization to revoke the Health Care Proxy of the Incapacitated Person.

3. Authorization to apply for health insurance benefits including MassHealth on behalf of the Incapacitated Person.

4. Authorization to obtain copies of statements or any other records from banks, insurance companies or other financial institutions verifying balances and transactions for accounts standing in the name of the Incapacitated Person, individually or jointly with another.

After making a substituted determination, the court authorizes treatment of the Incapacitated Person:

with antipsychotic medication in accordance with a treatment plan dated

which is incorporated herein by reference and which shall be reviewed on or before

and, if not sooner extended, shall expire on The appointment of Counsel for the Incapacitated Person is extended for the limited purpose of representing the Incapacitated Person's interests in any proceeding to renew and/or amend the treatment plan.

for the following treatment or action:

The Court orders the following:

1. The Guardian shall file with the Court the Initial Guardian's Care Plan/Report within 60 days from this appointment unless previously filed.

2. The Guardian shall file with the Court the Annual Guardian's Care Plan/Report one year from the date of this appointment unless otherwise ordered by the Court, and annually thereafter for the duration of the guardianship and when otherwise ordered by the Court.

Forms are available at the Court's Registry office or online at the Court's Web site.

3. The Guardian(s) shall serve:

without a surety on his, her or their bond because:

it is in the best interest of the Incapacitated Person as there are minimal assets under management by the guardian or because:

language in a Durable Power of Attorney or Health Care Proxy waives the Guardian's bond or requests a waiver of any necessity of sureties on a bond.

with personal or corporate surety on his, her or their bond in the amount of pursuant to G. L. c. 190B §5-410.

NO LETTERS OF GUARDIANSHIP FOR AN INCAPACITATED PERSON SHALL ISSUE UNTIL THE BOND IS FILED AND APPROVED.

4. The appointment of counsel in this matter, if any, shall terminate upon the entry of this Decree unless otherwise ordered by this Court herein or hereafter.

MPC 720 (5/30/11)

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In the Interests of:

Docket No.

5. The Court grants the following additional powers:

6. The parties shall comply with a stipulation or agreement of the parties dated

which is filed with the Court and expressly made a part of this Decree and Order.

7. The Court further orders:

Date

This appointment has been:

SUSPENDED as a Special Guardian has been appointed this date (see separate Order). The authority of the Guardian is suspended during the time the Special Guardian is appointed.

TERMINATED (See separate Order).

MODIFIED (See separate Order).

Date

This appointment has been:

REINSTATED as of the date of this Order.

TERMINATED (See separate Order).

MODIFIED (See separate Order).

Date

MPC 720 (5/30/11)

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Enter text

What the Decree and Order of Appointment of Guardian Is

The Decree and Order of Appointment of Guardian is a court-issued document that formally names a guardian and defines the scope of the guardian’s legal authority over a minor or an incapacitated adult. It records case and party identifiers, identifies the appointed guardian, sets limits on decision-making (personal care, medical, financial), and specifies reporting or bond requirements. The decree is entered after a guardianship petition, notice, evaluation and hearing; it is signed by the judge or clerk and becomes the official authority for the guardian to act.

Why this Decree Matters for Guardianship

A clear, accurate decree is the legal authority a guardian needs to make decisions, access records, and manage assets. It reduces disputes, clarifies duties, and creates a paper trail for courts and third parties.

Why this Decree Matters for Guardianship

Who Typically Prepares and Relies on This Decree

Guardianship decrees involve several parties who prepare, review, or rely on the order.

  • Petitioner or family members who file the guardianship petition and supply evidence to the court.
  • Probate or family court judges and court clerks who review hearings and enter the order into the record.
  • Attorneys and fiduciaries who use the decree to advise guardians and present authority to banks, healthcare providers, and agencies.

Each participant has specific responsibilities — accuracy at preparation reduces follow-up motions and administrative friction.

Primary Users and Their Roles

Prospective Guardian

An individual petitioning or accepting appointment; must demonstrate suitability, provide identification, and comply with reporting duties. The decree defines their powers, limitations, bond requirements and any financial oversight the court imposes.

Probate Attorney

Legal counsel prepares petitions, drafts proposed orders, advises on statutory duties, and represents clients at hearings. Attorneys ensure the decree language aligns with state guardianship statutes and protects client interests.

Core Components to Include in a Professional Decree and Order

A complete decree combines identification, authority limits, timing, reporting, and signatures so third parties can rely on the appointment without further verification.

Case Heading

Court name, docket number, petitioner and respondent names, and counsel details; this ensures the decree is traceable to the underlying file and enforceable by the issuing court.

Appointment Language

Explicit text appointing the guardian by name, with the precise scope of authority (person, estate, or both), any co-guardians, and whether powers are exclusive or shared.

Scope of Powers

Specific authorities granted (medical care, residence, financial transactions, contracting) and any limitations or permissions to delegate certain duties or seek court permission.

Duration and Review

Effective date, expiration or review schedule, and any events that require reappearance before the court, such as travel or relocation of the ward.

Reporting and Bond

Required inventories, accounting intervals, bond amounts if ordered, and deadlines for filings with the court or supervising agency.

Judge Signature and Entry

Judge or authorized court official signature, date of entry, and clerk’s stamp or file notation to create an enforceable public record.

Required Fields and Information That Must Appear

Petitioner Name: Full legal name
Respondent Name: Full legal name
Case Number: Court docket number
Guardian Identity: Legal name and address
Powers Granted: Scope summary
Judge Entry: Signature and entry date

Step-by-Step: Preparing and Submitting the Decree

A clear sequence minimizes delays: prepare petition, serve notices, obtain evaluations, attend hearing, and submit the proposed decree for entry.

  • 01
    Draft Proposed Order: Prepare decree text consistent with petition and statutes.
  • 02
    File with Clerk: Submit petition and proposed order to the probate or family court clerk.
  • 03
    Attend Hearing: Present evidence, and be ready to address the court’s questions.
  • 04
    Obtain Signed Entry: Receive judge’s signature and clerk’s file stamp for an enforceable order.

Where the Decree Is Filed and Who Receives Copies

Know the routing: original entered at the issuing court, certified copies to guardians and fiduciaries, and notice to third parties as required.

  • Court of Jurisdiction: Original order is retained at the issuing court.
  • Guardian: Certified copy for authority to act and to present to institutions.
  • Financial Institutions: Banks receive certified copies to permit account access.
  • Healthcare Providers: Copies for medical decision-making and records access.

Digital Workflow Settings for Online Completion

Configure the online workflow to reflect court signature requirements, authentication level, and secure storage.

Field Configuration
Document Source PDF/A or DOCX upload
Authentication Email + SMS code or stronger
Signature Order Judge last; guardian before
Notary / RON Enable remote notarization when allowed
Storage Location Encrypted cloud repository

Technical and Integration Considerations for eSubmission

Choose a platform that supports court-required authentication, audit trails, and secure document storage.

  • Authentication: Multi-factor options recommended
  • Audit Trail: Timestamp, IP, and action log
  • Integrations: Supports Salesforce and cloud storage

Confirm the court accepts electronic filings or certified electronic copies; where allowed, integrate with case management and secure archives.

Consequences and Risks from Errors or Omissions

Delayed Authority: Guardian cannot act until order is properly entered
Invalid Transactions: Banks may refuse access without properly certified order
Court Sanctions: Failure to account may prompt contempt or sanctions
Civil Liability: Improper actions can trigger claims against guardian
Criminal Exposure: Fraud or embezzlement carries criminal penalties
Record Rejection: Clerical errors can force refiling and additional fees

Common Preparation Mistakes to Avoid

  • Omitting the case number or entering it incorrectly, which can cause the clerk to misfile or return the proposed order for correction.
  • Using informal or ambiguous power descriptions; broad language invites challenges and may require subsequent clarifying orders.
  • Failing to attach required evaluations or notice proofs, which can delay entry and lead to a continued hearing.
  • Not leaving dedicated space for judicial entry and clerk stamps, causing delays when a signed order cannot be easily certified.

Representative eSignature Pricing and Feature Comparison

Typical pricing models and feature availability for popular eSignature vendors; signNow is listed first per comparative convention.

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 trial Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Frequently Asked Questions and Practical Answers

Answers to common execution, filing, and eSignature questions about the Decree and Order of Appointment of Guardian.


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