Guardianships in Pennsylvania

Estate Planning

Guardianships in Pennsylvania

There are times when adults without power-of-attorneys or underage children cannot make or no longer can make competent financial decisions. In that instance, a guardian ad litem would need to be appointed. Additionally, if the adult or child can no longer or cannot care for themselves and their daily living needs, the court will appoint a guardian in personam. An individual may not need both. For example, someone who has their mental facilities does not require a guardian ad litem. When either is necessary, they will need to be placed in the care of a guardian.

A Guardianship is when someone oversees a vulnerable person’s life choices, including medical decisions, financial decisions, and daily living. A guardian is court-appointed, and the process can be very stressful. At Auld Brothers, we have the experience of helping families obtain Guardianships for elderly parents and underage children.

Legal Guardians for Adults and Children

A vulnerable adult without power-of-attorneys or a child, who may need the aid of a legal guardian, could be anyone who has:

    • Alzheimer’s
    • Dementia
    • Mental illness
    • Special needs
    • Experienced a major stroke
    • Lost the ability to care for themselves

A young minor child under the age of 18, and even a young adult child under the age of 24, will need someone to raise them. They need to be provided with a home and normal upbringing should both parents pass away. 

If the parents do not have a Will specifying those individuals, a guardian would need to be appointed. The guardian will need to protect their financial interest and, most importantly, raise them. In any of those circumstances, a guardian is necessary.

How to Become Someone’s Legal Guardian?

If you want to become someone’s legal guardian, the first step is to file a Petition with the Orphans’ Court in the county where the individual resides in Pennsylvania. Then the attorney will need to prepare for a hearing to obtain testimony and evidence that the person requesting to be appointed as guardian is approved by the court. This may also include testimony from a physician. If individuals object or want to be appointed themselves, it quickly becomes a long, expensive and stressful process.

What Type of Decisions Can a Guardian Make?

If you’re a legal guardian for the person and their estate, you can make decisions regarding their:

    • Personal estate and property
    • Medical care and treatment
    • Place of living
    • Daily needs
    • Finances

Guardianship Law in Pennsylvania

The Orphans’ Court will determine if an adult needs a legal guardian by reviewing some of the following criteria.

    • Is the person capable of making financial decisions regarding their assets after evaluating all the information?
    • Can the person be placed in different situations or events and respond appropriately to the environment and surrounding people?
    • Has their mental capacity been examined by a physician or a psychiatrist to determine capacity?
    • Are there any other individuals or third parties to include family, friends, and others in the medical field, who can testify if the person cannot make appropriate decisions?
What are the Rules for Guardians?

To reduce elder abuse and exploitation, Pennsylvania has updated its guardian laws to include a more thorough checks and balances system. The court wants to make sure any person who becomes a guardian is responsible and has the vulnerable adult’s best interests in mind.

 

Here’s what you can expect:

    • Proposed guardians will need to submit a criminal background check prior to the appointment.
    • Proposed guardians at the hearing will need to include why they are the right choice to be a guardian, including qualifications and training.
    • Proposed guardians will need to file annual reports to include yearly financial updates and usage of funds, health status reports, living conditions, and other documents that will be submitted and audited with the court yearly.
    • Guardianship Tracking System (“GTS”) is an online system used so courts can regularly follow up on Guardianship cases.

Guardianship Help is Available

We understand that the process of finding and becoming a legal guardian can be a stressful and confusing one. We are here to help ease the process and give you peace of mind. We’ll navigate you through the courts, legal documentation, and what to expect when becoming a legal guardian over a vulnerable adult or underage child.

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Dan ButlerDan Butler
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I needed to revise an outdated will. I had a glowing recommendation for Rebecca Auld from a friend. After completing the Estate Planning it was easy to understand why she was highly recommended.Rebecca's expertise and insight were evident after discussion on the phone before I even met with her. Once meeting these skills were apparent These traits were on display in her follow up questions and in answers to my questions. Her explanations and analogies show understanding coupled with legal knowledge and explanation of policy. Her abilities were apparent during and after completion of the Estate Planning Process. Her prices are reasonable for high quality work, time spent with the client, and personalize attention.I am so pleased with the total Estate Planning Package, that I have begun a needed Real Estate Agreement with Rebecca.I think that Rebecca is very knowledgeable, about law and policy, helpful, creative, and empathetic, and a pleasure to work with. I would recommend her highly without any reservation.( I met Rebecca for the first time after Thanksgiving of 2021. I needed some accommodations. Both Rebecca and Brian were welcoming and eager to modify the situation to met my requests and needs. I thank them deeply for the concern and accommodations, attention and quality legal documents, completed and in process.)Gratefully,Meryl Gotlieb
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Auld Brothers Law Group
GIBSONIA
5349 William Flynn Highway
Gibsonia, PA 15044

 

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