Five Important Facts About Becoming a Guardian

Obtaining guardianship for a loved one is a dramatic and unpleasant occasion, but it is often an essential step towards protecting a person and ensuring they receive the assistance they need. Unfortunately, many people become guardians without understanding the responsibilities that entails. Here are five things you need to know about becoming a guardian:

  • You need to apply for a guardianship with the court
    • Obtaining a guardianship is not as simple as filing some paperwork and getting started on caring for your loved one. Instead, once you file for a guardianship, an investigation will be conducted to determine (1) whether a guardianship is needed and (2) who will become that person’s guardian. While you might be considered as a guardian, the court could choose to appoint someone else, including a complete stranger.
  • You will report to the court about your loved one
    • Assuming you are appointed to become your loved one’s guardian, you will effectively become accountable to the court for their well-being. This means you will need to commit to visiting the individual at least 4 times per year. This not only means ensuring their physical needs are met, but also ensuring they are able to make appointments and social engagements.
  • You need to keep detailed financial records
    • In addition to accounting for their physical well-being, you must keep careful financial records for your ward. You must detail all the person’s income and assets and how their assets are spent. These records must be detailed, and even minor expenses (such as purchasing them coffee or snacks) need to be accounted for. While this can be tedious, it is an essential part of a guardian’s job, to ensure your ward is not being financially exploited.
  • You are legally responsible for your ward’s interests
    • In addition to everything else, a guardian is responsible for representing their ward’s interests when they are incapable of making decisions on their own behalf. This may include things like making medical decisions on their behalf, deciding how to invest resources, and potentially even representing them in court. While a guardian does not need to be perfect, they need to demonstrate they have their ward’s best interests at heart.
  • You can face legal repercussions for abuse or neglect
    • Guardians who abuse or neglect their wards can face serious legal repercussions, including potential criminal charges. That is why people who seek guardianship for their loved ones should be prepared for any of the many challenges that may arise. If you have a loved one in need of a guardianship, you should speak to an attorney with experience handling guardianship law, to ensure you are prepared for whatever might happen.

If you or a loved one are dealing with legal issues related to guardianships, or you are dealing with any other issue related to elder law, you will need specialized legal advice. The attorneys at Hobson-Williams, P.C. are skilled in all aspects of elder law, and are dedicated to representing clients with diligence and compassion. To speak to an attorney or to schedule a consultation, call 866-825-1LAW.

Written by Tanya Hobson-Williams

Appointed to the bench by the Board of Trustees in 2008, and elected in 2009, Tanya Hobson-Williams was the first African-American Female Justice in the Incorporated Village of Hempstead. Tanya Hobson–Williams obtained her B.A. in Government and Politics from St. John’s University and her law degree from Benjamin N. Cardozo School of Law.

Tanya Hobson-Williams has an active elder law practice assisting senior citizens in obtaining Medicaid for Home Care and Nursing Home Care. She routinely lectures at senior citizen centers, assisted living facilities, law schools and counsels families on a variety of topics of concerns to families caring for the elderly.

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Author: Tanya Hobson-Williams

Appointed to the bench by the Board of Trustees in 2008, and elected in 2009, Tanya Hobson-Williams was the first African-American Female Justice in the Incorporated Village of Hempstead. Tanya Hobson–Williams obtained her B.A. in Government and Politics from St. John's University and her law degree from Benjamin N. Cardozo School of Law. Tanya Hobson-Williams has an active elder law practice assisting senior citizens in obtaining Medicaid for Home Care and Nursing Home Care. She routinely lectures at senior citizen centers, assisted living facilities, law schools and counsels families on a variety of topics of concerns to families caring for the elderly.

2 thoughts on “Five Important Facts About Becoming a Guardian”

  1. I find it interesting when you said that even appointments and social engagements are important aside from the physical needs that a child needs. I guess being a guardian should ensure that you are ready for the responsibility of meeting the needs of a child, holistically. My sister should learn about this so that she has an idea before even hiring a guardianship attorney this year. She plans on taking care of the child of her best friend after she passed away, because her friend is a single mom.

  2. I find it fascinating that becoming a guardian makes it easier to manage the finances and assets of your belongings. I have a friend who wants to help his aging aunt manage her assets if something happens to her. Finding a law expert can help set this up for them someday.

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Testimonials

“I want to take this time to thank Tanya and Keith for their professionalism and their ability to keep me calm during this process. Tanya was very helpful in explaining the whole guardianship process and my next steps. Despite my numerous emails, I never felt ignored or that they were growing weary of me. Even after being granted guardianship when I had an issue with the bank releasing money Tanya stayed calm and found a way to get what I was entitled to. I hope I never need to do this again but if I do, I will definitely come back to Tanya and her team. Thank you Thank you Thank you. Love from Bermuda.”

-K. Durham.
(An attorney in Bermuda transferring a Bermudian guardianship to NY)

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