The Ala Firm
The Ala Firm
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Guardianship and Conservatorship

Your physical address:
Your mailing address (if different from above):
(The Proposed Ward is the person over whom you are seeking guardianship and/or conservatorship)
MM slash DD slash YYYY
Proposed Ward's current physical address:
Proposed Ward's current mailing address (if different from above):
Identify all living children or parents of the Proposed Ward:
Full Name
Address (physical and mailing if applicable)
Telephone (and alt. tel. # if applicable)
Email
Relationship to Proposed Ward
 
(To add more entries, select the plus sign to the right of the last column)
Please identify any person who has lived with the Proposed Ward for more than six (6) months in the last one (1) year:
Full Name
Address (physical and mailing, if applicable)
Telephone (and alt. tel. # if applicable)
Email
Relationship to Proposed Ward
 
(To add more entries, select the plus sign to the right of the last column)
Please select which of the following documents the Proposed Ward has executed:
(If any of the boxes are selected, please provide a copy to The Ala Firm).
(For example, a representative payee, a trustee, a custodian of a trust, etc. not otherwise identified above)
Who?
Full Name
Address (both physical and mailing if applicable)
Telephone (and alt. tel. # if applicable)
Email
Type of Representative
 
(To add more entries, select the plus sign to the right of the last column)
If possible, please provide a letter from the treating physician supporting the request for guardianship and/or conservatorship.
Address of current treating/primary physician:
Identify any other treating physicians/caregivers:
Name
Provider Type
Address
Phone
Email
 
(To add more entries, select the plus sign to the right of the last column)
Address of Proposed Guardian:
(For example, select "Yes" if you intend to relocate the Proposed Ward to an assisted living facility, nursing home, or other new living situation).
New physical address for Proposed Ward (if Guardianship is approved):
Address of proposed Conservator:
List all known assets of the Proposed Ward:
Description of Asset
Estimated Value
 
This is required on the petition to be filed with the Court. For example, bank accounts, property, pensions, insurance, retirement accounts.
List all known income of the Proposed Ward:
Description of Income
Estimated Amount
 
This is required on the petition to be filed with the Court. For example, social security, pension, insurance, annuities, etc.

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About Marisa

Marisa Ala

Marisa is taking her 20 years of experience in litigation and helping families secure their financial future through informed estate planning.