Author: jmahoney

GUARDIANSHIP PROCESS CHECKLIST
Permanent Guardianship Process
☐ Submit Petition Packet with 3 copies of attachments
- File 70 days prior to 18th Birthday if a Transitional Adult
☐ 1- Examiner’s Report
☐ 2- Statement of Acts (notarized; standby guardian)
☐ 3- Comprehensive Evaluation Completed including interested
parties and financial assessment (justified formatting)
Act 187 Process -Hospital to Nursing Home Transition
☐ Submit Petition Packet with 3 copies of the following 3 documents
☐ 1 - Interested Parties Info
☐ 2 - Statement of Incapacity w/ Examiner’s Report w/in 30-45 days
☐ 3 - Financial Assessment
☐ Following the Court petition, Comprehensive Evaluation will be completed
Temporary Guardianship Process (60 day expiration date ________________ )
☐ Submit Petition Packet with 3 copies of attachments
☐ Identify Medical/Health or Financial/Insurance Need
☐ Justify why the condition is temporary v. permanent
☐ Certificate of incapacity
☐ Prior to 60 days, Drop Petition, Extend 60 Days or File Permanent Guardianship