NCG Procedural Requirements 5

Question 1

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

Accepted Answer

Monthly

Answer

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

Question 2

A conservator must keep the protected person's funds:

Accepted Answer

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

Answer

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

Question 3

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

Accepted Answer

The court that appointed the guardian

Answer

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

Question 4

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

Accepted Answer

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

Answer

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

Question 5

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

Accepted Answer

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

Answer

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

NCG - National Certified Guardian Practice Test

NCG - National Certified Guardian Practice Test

NCG Procedural Requirements 5