Establishing secure connection…Loading editor…Preparing document…

Guardianship Questionnaire

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Guardianship Questionnaire

PROPOSED GUARDIAN #1

Full name    Other Names/Maiden name    Date of Birth/Birth Place

State ID/Drivers License No.    Social Security No.

Housing:    Amount Per Month

How Many Bedrooms/Baths    Is It A House? Or Apt.?

Do You Plan To Remain In This Residence, Or Are You Looking For Another Location?

List Addresses for Past Five Years:

1.    Phone No.    From    to    Rent/Mortgage $ /Month

2.    Phone No.    From    to    Rent/Mortgage $ /Month

3.    Phone No.    From    to    Rent/Mortgage $ /Month

High School Graduate?    If Not, Grade Last Attended    Place & Name Of High School    Age Left School    Reason

List College Or University Attended: Degree Or Units/Majors

List Any Previous Marriages, Including Name Of Spouse, Date, How Terminated, And Date Of Final Separation:

Your Health

State Any Medical Conditions Currently Being Treated For

Medications – Name, Amount, Reason, How Often Taken:

Attending Counseling? Type    Name of Counselor

Have You Ever Been Convicted Of An Offense Other Than A Minor Traffic Violation? If Yes, Please List Date: City: Outcome

Have You Ever Been On Or Are You On Probation/Parole? If yes, Officer/Agent’s Name: County/Phone No.

Do You Drink Alcoholic Beverages? If yes, how much/often?

What Drugs Do/Did You Use?    When Did You Last Use?

How Much/Often? Daily Weekly Monthly Cost?

Have You Ever Entered Or Completed An Alcohol Or Drug Treatment Program? If Yes, Give Details

Have You Ever Had Contact With A Child Protective Service Agency? If Yes, Give Details And County

Have You Ever Been Arrested For Domestic Violence? If Yes, Give Details

Name And Address of Employer

Phone    Title    How Long?    Days You Work    Hours    Gross Salary

Other Income:

Amount $ Mo For Whom Received

Total Gross Monthly Income    Total Gross Monthly Expenses

Have You Ever Filed Bankruptcy If Yes, Date Place Result

Have You, Your Spouse Or Either Parent Ever Been Involved In Any Of The Following?:

Received Counseling For Domestic Violence?

Domestic Dispute Where Law Enforcement Was Called

Been The Subject Of A Domestic Or Civil Restraining Order?

If Yes For Any, Give Date/Place/Case No./Court/Law Enforcement Agency/And Details For Each Incident:

PROPOSED GUARDIAN #2

Full name    Other Names/Maiden name    Date of Birth/Birth Place

State ID/Drivers License No.    Social Security No.

Housing:    Amount Per Month

How Many Bedrooms/Baths    Is It A House? Or Apt.?

Do You Plan To Remain In This Residence, Or Are You Looking For Another Location?

List Addresses for Past Five Years:

1. Phone No. From to Rent/Mortgage $ /Month

2. Phone No. From to Rent/Mortgage $ /Month

3. Phone No. From to Rent/Mortgage $ /Month

High School Graduate?    If Not, Grade Last Attended    Place & Name Of High School    Age Left School    Reason

List College Or University Attended: Degree Or Units/Majors

List Any Previous Marriages, Including Name Of Spouse, Date, How Terminated, And Date Of Final Separation:

Your Health

State Any Medical Conditions Currently Being Treated For

Medications – Name, Amount, Reason, How Often Taken:

Attending Counseling? Type Name of Counselor

OTHER ADULTS RESIDING IN THE HOME OF PROPOSED GUARDIAN(S)

Full Name Other Names/Maiden Name

Relationship Date of Birth Occupation

Does This Person Have Any Criminal Record? If Yes, Where/When? Charges

OTHER CHILDREN RESIDING IN THE HOME OF PROPOSED GUARDIAN(S)

Full Name Date Of Birth Name And Address of School

Relationship

BIRTH PARENTS

Natural Mother: Full Name Other Names/Maiden Name

Date of Birth Drivers License/State ID No. Social Security No.

Last Known Address/Dates Lived There

Name And Address Of Employer Telephone No.

Is Mother In Agreement With Guardianship?

Does Mother Contribute To Support Of Child? If Yes, How?

Does Mother Visit With The Child? If Yes, How Often?

Does The Mother Visit The Child Outside Of Your Home?

Does The Mother Send Cards, Gifts Or Call For Holidays?

Does The Mother Express An Interest In School Issues?

Does Mother Express An Interest In Health Issues?

Does The Mother Have Any Other Children?

If Yes Name: Date Of Birth

If Yes Name: Date Of Birth

If Yes Name: Date Of Birth

Has The Mother Ever Been Arrested And/Or Convicted? If Yes, Give Date/Place/Charges

Has The Mother Ever Been Investigated By Child Protective Services? If Yes, Give Date/Place/Charges

Is There A Custody Order (From Divorce, Separation, Paternity) For This Child In Any County? If Yes, Give County/Case No. And Any Details

Natural Father

Full Name Other Names

Date of Birth Drivers License/State ID No. Social Security No.

Last Known Address/Dates Lived There

Name And Address Of Employer Telephone No.

Is Father In Agreement With Guardianship?

CHILDREN

Child(ren) Under Guardianship

First Child: Name Date/Place Of Birth Social Security No.

Relationship Date Placed With Guardian

Previous Schools:

Name Address

Name Address

Name Address

Name/Address Of Child’s Physician

Results of Drug Test At Birth

Do You Suspect Mother Used Drugs When Pregnant?

Does The Child Have Any Behavioral Problems And/Or Needs

If Yes, Explain

Difficulties In School?

Special Needs?

Criminal Involvement?

Does The Child Have Any Assets To Be Protected If Yes, Describe Asset

Is The Child A Beneficiary Under Any Insurance/Investment/Annuity/Trust, Etc.? If Yes, Provide Name of Instrument in Which Named As Beneficiary, Owner’s Name, And Account Number:

Second Child

Name Date/Place Of Birth Social Security No.

Relationship Date Placed With Guardian

Previous Schools:

Name Address

Name Address

Name Address

Name/Address Of Child’s Physician

Results of Drug Test At Birth

Name Of Social Worker

Business Phone No. Fax No. E-Mail Address

Has Anyone Pursued Guardianship Or Conservatorship Of The Proposed Ward(s) Before?

Does The Proposed Ward(s) Have Any Children?

Please List The Next Of Kin Of The Proposed Ward(s), Including Their Addresses And Their Relationship To The Proposed Ward:

Are Any Of The Next Of Kin Currently In The United States Armed Service?

If The Child(ren) Live(s) With You, When Did You Get Custody And How?

Do The Child(ren)’s Parents Agree With The Guardianship?

Is There Anyone Who Opposes Your Guardianship? If Yes, Explain

How Do You Plan To Care For The Needs Of The Child(ren) With Regard To Housing, Finances, Schooling, Child Care And Supervision, Discipline And Guidance?

Do(es) The Child(ren) Have Any Special Problems? If Yes, How Are You Qualified To Help With These Problems?

Do You Expect The Proposed Ward(s) To Contest The Guardianship?

Is This An Emergency Requiring Pursuit Of A Temporary Guardianship?

Does The Proposed Ward(s)’s Psychiatrist Or Physician Support The Guardianship?

What Types Of Health Insurance, If Any, Does The Proposed Ward(s) Have Available?

Please Describe Your Contacts With The Child(ren), Including Whether The Child(ren) Has Ever Lived In Your Home Previously, The Extent Or Your Contacts With Him/Her/Them, And The Extent Of The Child(ren)'s Contacts With Other Members Of Your Household, If Any

Please State, In Detail, The Reasons That The Child(ren)'s Mother And/Or Father Are Unfit To Serve As The Child's Legal Guardian:

Please State, In Detail, Why You Believe That Your Obtaining Guardianship Is In The Best Interest Of The Child(ren), Including The Reasons Why Guardianship Is Appropriate And Why You Are The Best Person To Be The Guardian

Please Describe The Contact Your Child(ren) Would Have With His/Her/Their Parents If Guardianship Is Granted To You, Including How Such Contacts Will Be Scheduled, Their Frequency And Duration

PLANS FOR CHILD CARE IF NEEDED

If Child Care Provider Is Licensed: Name Address Phone

If Child Care Provider Is Unlicensed:

Name Address Date Of Birth Social Security No.

Phone Relationship To Child

Signature of Applicant:

Date:

Signature of Proposed Guardian #1:

Signature of Proposed Guardian #2:

Enter text✕

What the Guardianship Questionnaire Is and When It’s Used

A Guardianship Questionnaire is a structured intake form used to gather personal, medical, financial, and situational details needed when evaluating a potential guardianship or conservatorship. Courts, attorneys, social workers, and family members use the questionnaire to document capacity concerns, identify preferred decision-makers, list medical providers, and capture contact and asset information required for petitions and hearings. The form helps create a consistent record for counsel and the court while reducing follow-up questions and accelerating case preparation.

Why a Clear Guardianship Questionnaire Matters

A complete, well-organized questionnaire reduces legal ambiguity, shortens intake times, and helps meet court filing expectations by consolidating facts needed for petitions and supporting affidavits.

Why a Clear Guardianship Questionnaire Matters

Who Typically Prepares and Reviews This Questionnaire

The Guardianship Questionnaire is completed and reviewed by a mix of family members, attorneys, healthcare professionals, and court-appointed investigators depending on the stage of the case.

  • Family members and proposed guardians — provide personal history, daily care needs, and contact details.
  • Attorneys and paralegals — use responses to draft petitions, affidavits, and exhibit lists for court.
  • Healthcare providers and social workers — confirm medical diagnoses, medication lists, and capacity-related observations.

Accurate answers help avoid delays, reduce discovery burden, and support the statutory findings a court requires for appointment decisions.

Core Sections to Include in a Professional Questionnaire

A thorough Guardianship Questionnaire groups related information into clear sections so reviewers can find critical facts quickly and produce exhibits for court filings without repeated follow-up.

Identifying Information

Full legal name, aliases, date of birth, Social Security number (if needed), and current residence.

Medical Summary

Primary diagnoses, treating providers, medications, recent hospitalizations, and capacity observations from clinicians.

Functional Abilities

Daily living capabilities, mobility, cognitive limitations, and assistance currently provided or required.

Financial Snapshot

Bank accounts, income sources, debts, property, and a list of typical monthly expenses.

Support Network

Immediate family, close friends, power of attorney holders, trustees, and emergency contacts with relations and contact details.

Legal Background

Existing advance directives, healthcare proxy, durable power of attorney, prior court orders, and pending litigation.

Step-by-Step: Completing the Questionnaire Before Filing

Work through the questionnaire in order, gather supporting documents, and confirm factual details with named providers before submitting to counsel or the court.

  • 01
    Gather Records: Collect ID, medical records, bank statements, and existing legal documents.
  • 02
    Interview Contacts: Confirm availability and contact details for proposed guardians and witnesses.
  • 03
    Complete Fields: Answer each field fully; do not leave required boxes blank.
  • 04
    Attach Evidence: Attach supporting documents and clinician statements referenced in the form.

How to Customize the Questionnaire for Online Workflows

Configure the online form to match your process by setting required fields, conditional sections, and signer roles before distribution.

Field Configuration
Required Fields Mark identity, diagnosis, and contact fields as required to prevent incomplete submissions.
Conditional Sections Show guardianship-specific questions only when the subject lacks capacity or has contested caregivers.
Signer Roles Assign roles for preparer, proposed guardian, and legal counsel to control signature order.
Attachments Allow PDF uploads for medical records, ID, and existing directives.

Where to Send Completed Questionnaires and Typical Routing

Completed questionnaires follow a consistent routing path: preparer review, counsel review, notarization (if required), and court filing or investigator submission.

  • Preparer Review: Family or caseworker confirms accuracy and gathers attachments.
  • Legal Review: Attorney checks for statutory language and drafts the petition from questionnaire data.
  • Authentication: Notarize or obtain sworn statements where state rules demand notarization or witnesses.
  • Filing: File with the clerk of court or submit to a court investigator as required by local rules.

Distribution and Digital Signing: Technical Considerations

Choose a platform that supports secure uploads, conditional fields, role-based signing, and audit trails for admissibility in court.

  • File formats: Accept PDF and DOCX to preserve formatting and attached medical records.
  • Authentication: Use multi-factor or ID verification for higher-assurance signer attribution.
  • Audit trail: Capture timestamps, IP addresses, and signer actions for evidentiary support.

Platforms that integrate with common systems (case management, email, cloud storage) and provide secure audit trails simplify review and court submission.

Timelines and Typical Deadlines to Keep in Mind

Timing varies by jurisdiction; start early to allow for medical affidavits, bond calculations, and any required background checks.

Initial Preparation:

Allow 1–2 weeks to gather records and clinician statements.

Attorney Review:

Plan 3–7 business days for counsel to translate questionnaire into a petition.

Notarization / Witnessing:

Schedule promptly; some counties require in-person notarization within a short window.

Court Filing:

Local clerk review times vary; expect 1–4 weeks to secure a hearing date.

Investigator Reports:

Court investigators typically have 10–30 days to submit reports after appointment.

Common Mistakes to Avoid When Preparing the Questionnaire

  • Leaving required identity fields blank, causing verification delays or clerical rejection.
  • Attaching incomplete or unsigned medical records that fail to support capacity findings.
  • Failing to list existing powers of attorney or trusts, which can alter the court’s approach.
  • Using informal signatures or initials when full signatures or notarization are required.

Risks and Legal Consequences of Inaccurate or Incomplete Submissions

Filing Delays: Incomplete forms can force continuances and additional court costs.
Wrongful Appointment Risk: Omitting alternate caregiver information can lead to contested hearings.
Sanctions: Deliberate misstatements in sworn affidavits can expose filers to perjury charges.
Financial Exposure: Failure to list assets may complicate bond or accounting requirements.
Privacy Violations: Improperly sharing medical information can trigger HIPAA issues without a proper authorization.
Evidence Loss: Poor document retention can prevent reconstruction of the record on appeal.

Supporting Documents Typically Submitted with the Questionnaire

Attach key documents with the questionnaire so the court and counsel can verify statements without additional discovery.

Medical Records

Recent clinician notes, cognitive assessment reports, and medication lists to support incapacity findings.

Identification

A copy of government-issued photo ID and proof of residence for identity verification.

Financial Statements

Bank statements, retirement account summaries, and property deeds to document assets.

Existing Advance Directives

Copies of durable power of attorney, healthcare proxy, and living wills to clarify existing authorities.

How to Update or Amend a Submitted Questionnaire

When facts change, follow a documented amendment process to avoid confusion and maintain the evidentiary chain.

01

Identify Change:

Note which fields require updates and why.
02

Prepare Amendment:

Complete an amendment form or updated questionnaire section.
03

Attach Evidence:

Include supporting documentation for the change.
04

Notarize If Needed:

Obtain notarization for sworn changes where required.
05

File With Court:

Submit the amendment or supplemental affidavit per local rules.
06

Notify Parties:

Provide copies to counsel, investigators, and interested parties.

Frequently Asked Questions About the Guardianship Questionnaire

Answers to common practical questions about completion, signatures, and electronic submissions of guardianship intake forms.


Need help? Contact support

eSignature Provider Comparison for Guardianship Workflows

Select a provider that supports secure document storage, audit trails, and any regulatory controls required for PHI. The table compares basic pricing and feature availability for common vendors.

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 (premium) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
be ready to get more
Join over 28 million airSlate SignNow users