Procedural Requirements Flashcards

Under NGA Standards, the guardian should visit the ward in person at least:

Answer: Monthly

NGA Standards call for at least monthly in-person visits to check the ward's well-being and care.

A conservator must keep the protected person's funds:

Answer: Separate from the conservator's own funds, in accounts titled for the estate

Commingling is prohibited; estate funds must be held separately and clearly titled.

Which court generally has continuing jurisdiction to supervise an adult guardianship?

Answer: The court that appointed the guardian

The appointing court keeps continuing jurisdiction until the guardianship ends or is transferred.

When a ward dies, the guardian of the estate generally must:

Answer: File a final accounting and deliver the assets to the personal representative

Authority largely ends at death, so the guardian files a final accounting and turns the estate over to the decedent's personal representative.

A guardian receives notice that the ward's representative payee status is under review by the Social Security Administration. The guardian should know that:

Answer: SSA makes its own representative payee appointment, separate from the guardianship

Federal benefit agencies like SSA and VA appoint fiduciaries independently and require separate reporting.

Which is generally required when a guardian seeks to restrict the ward's visits with a family member?

Answer: Good cause and, in many states, court approval or notice

Many states now require court authorization or notice before a guardian limits visits, calls, or contact with others.

What is the primary purpose of a guardianship care plan or management plan filed with the court?

Answer: To describe the guardian's intended goals and services for the ward's needs

Under the UGPPA and NGA Standards, the plan describes the guardian's goals, services, and how the ward's preferences will be met.