Petition
A formal petition stating the factual basis for guardianship, the relief sought, and the identity of the proposed guardian and proposed ward.
A complete and accurate guardianship petition clarifies the scope of authority requested, protects the proposed ward's rights, and speeds court processing. Errors or omissions cause delays, contested hearings, or denial, and can increase legal costs and oversight requirements.
Petitions are usually prepared by family members, attorneys, or social service professionals acting on behalf of a proposed ward; courts and appointed investigators also review the paperwork before a hearing.
A formal petition stating the factual basis for guardianship, the relief sought, and the identity of the proposed guardian and proposed ward.
A medical or professional evaluation describing the ward's functional limitations and opinion on incapacity, typically from a physician or licensed clinician.
Signed certificates of service and mailed notice to interested persons, next of kin, and agencies as required by local court rules.
A draft order for the judge defining the guardian's powers, fiduciary duties, reporting obligations, and any limitations.
Court or guardian ad litem report summarizing interviews, home visits, and recommendations for the court's decision.
A preliminary list of assets or an accounting when financial guardianship or conservatorship powers are requested.
Courts vary in accepting electronic filing; many counties allow e-filing for petitions while others require in-person filing of originals and sealed exhibits.
Many counties require notice at least 10–14 days before hearing
Hearing may be set 2–8 weeks after filing depending on court backlog
Court may require report 7–21 days before hearing
Guardian financial reports often due annually to the court
Hearings for urgent matters can occur within days
Do not sign until in front of notary if acknowledgment required
Present ID and sign in notary presence
Obtain witness signatures if local rule requires them
Swear or affirm statements as required
Notary stamps and dates document
Clerk may require original signed documents
Use RON only if state and county accept it
Submit notarized originals if required
A relative or caregiver who files the petition and signs declarations under penalty of perjury describing the proposed ward's condition, capacity, and need for a guardian.
The clerk accepts filings and assigns a case number; the judge signs orders and determines appointment, powers, and reporting requirements.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |