Petitioner
Identify name, relationship to the protected person, contact information, and legal standing to file. If acting as guardian, state current appointment details, case number, and any prior court orders affecting authority.
This petition restores legal rights and autonomy when an individual shows improved capacity, enabling them to manage personal, financial, and healthcare decisions. It reduces the scope of guardianship, aligns court orders with current needs, and streamlines transitions back to independent decision-making.
Typical petitioners include family members, formerly appointed guardians, or the individual themselves when legally represented.
Identify name, relationship to the protected person, contact information, and legal standing to file. If acting as guardian, state current appointment details, case number, and any prior court orders affecting authority.
Provide full legal name, date of birth, residency, and current living arrangements. Describe cognitive and functional status, including dates and sources of medical evaluations supporting restored capacity.
Summarize original guardianship order, scope of powers granted, key dates, prior petitions or modifications, and reasons for initial appointment, focusing on factual history rather than argument.
Attach recent physician assessments, neuropsychological reports, therapy progress notes, medication records, and corroborating affidavits from caregivers or providers that expressly address decision-making capacity, with evaluation dates and provider contact information.
Specify whether full restoration, partial restoration, or narrowed guardianship is sought; list preserved powers and any requested effective date, proposed transition supervision, and monitoring provisions.
Provide draft order language granting the relief, specifying responsibilities, reporting requirements, any limitations, and a mechanism for future review or re-petition if condition changes, and notice to interested parties.
| Form Field Configuration and Routing Settings | How to set field behavior, authentication, and routing rules |
|---|---|
| Signer authentication method choice (email/SMS/KBA) | Email link is common; SMS or KBA adds security. |
| Conditional fields for medical exhibits | Show or hide sections based on prior answers or attachments. |
| Signature and notarization options (in-person/RON) | Allow electronic signatures; enable remote online notarization where state law permits. |
| Automated routing to court clerk | Send signed petition and Certificate of Service to court clerk and parties. |
Use email, certified mail, hand delivery, or court e-filing systems to distribute the petition and supporting exhibits.
Allow 4–8 weeks to gather evaluations and affidavits before filing.
Follow state rules; many require 14–30 days notice to parties.
Opposing party may file objections; deadlines often 14–30 days.
Courts typically set hearings 4–12 weeks after filing, depending on caseload.
Allow time for appeals or modification petitions after order entry.
BIS used electronic petition workflows to gather medical reports and signed affidavits from providers, reducing preparation time and clarifying the factual record for the court.
A healthcare provider supported a patient petition by attaching clinician reports, consent forms, and timeline notes, clarifying functional improvements and medication adjustments.
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |