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Initiating Guardianship Proceedings in Georgia

Thompson Mungo Firm Oct. 16, 2024

Before petitioning for guardianship, it's crucial to consider alternative options and seek help and advice from legal experts. The process begins with filing a petition in the county's probate court where the individual resides.

Required Documents For Petitioning Guardianship in Georgia

  1. Petition for Guardianship: This formal legal document initiates the guardianship process. It outlines your request to be appointed as the guardian for the individual in question.

  2. Letters of Guardianship: These serve as evidence that you have been appointed as the guardian and have authority over the person of the ward. Before obtaining these letters, you'll need to take an oath that you'll comply with all Georgia laws applicable to guardianship.

  3. Verification Form: This form typically includes information about the proposed ward, your relationship with them, and the reasons for seeking guardianship.

  4. Plaintiff's Affidavit: An affidavit is a sworn statement that provides factual information relevant to the case. In this context, it would support your petition for guardianship.

  5. Other Necessary Documents: You may need additional documents depending on the specific circumstances. These could include medical records, financial information, relevant court orders or judgments, or existing legal documents such as powers of attorney or advance directives.

Remember that guardianship is a serious legal matter, and following the correct procedures is essential. You may also want to consult with an attorney specializing in guardianship cases to ensure you have all the required documents and meet the necessary criteria.

Key Steps in Initiating Guardianship Proceedings

Step 1: Assessing the Need for Guardianship

Before initiating guardianship proceedings, assess whether the individual truly lacks the capacity to make responsible decisions regarding their personal health, safety, or property. Consider alternative options such as power of attorney, healthcare directives, or supported decision-making arrangements.

Step 2: Gathering Necessary Documentation

Gather essential documentation to support the guardianship petition. This may include medical records, assessments of mental capacity, financial documents, and any existing legal documents such as powers of attorney or advance directives.

Step 3: Filing a Petition

File a petition for guardianship in the county's probate court where the individual resides. The petition should outline the reasons for seeking guardianship, provide details about the individual's incapacity, and propose a suitable guardian.

Step 4: Notifying Interested Parties

Notify interested parties about the guardianship proceedings, including the individual subject to guardianship (if possible), their relatives, and any other relevant stakeholders. This ensures that all parties have an opportunity to participate and voice their concerns.

Step 5: Appointment of Guardian Ad Litem

In some cases, the court may appoint a guardian ad litem—a neutral third party tasked with investigating the circumstances of the case and advocating for the best interests of the individual subject to guardianship. The guardian ad litem may conduct interviews, review records, and make recommendations to the court.

Step 6: Court Hearing

Attend a court hearing where the judge will review the guardianship petition, consider evidence and testimony presented by the parties involved, and determine whether guardianship is warranted. The individuals subject to guardianship may have the opportunity to express their preferences and concerns directly or through their legal representative.

Step 7: Court Order

If the court determines that guardianship is necessary and appoints a guardian, it will issue a court order outlining the scope of the guardian's authority and responsibilities. The order may specify whether the guardianship is temporary or permanent and delineate any limitations or conditions imposed on the guardian.

Step 8: Compliance with Legal Requirements

Once appointed, the guardian must comply with all legal requirements, including submitting regular reports to the court, managing the ward's affairs in their best interests, and seeking court approval for significant decisions or transactions.

While not mandatory, legal representation is often recommended for effectively navigating guardianship proceedings. Legal aid programs may offer assistance for individuals unable to afford an attorney.

If your initial attempt to petition guardianship fails, you can't try again for two years unless there's a significant change in your loved one's situation. Remember, initiating this process means taking away your loved one's rights and potentially becoming their adversary, so be certain it's necessary.


Qualifying for Guardianship

  1. Restrictions on Guardianship:

  • Only individuals can qualify as guardians except for cases involving a "Public Guardian" or the Department of Human Services.

  • Certain individuals are ineligible to serve as guardians, including minors, wards, protected persons, those with conflicts of interest, and individuals associated with caregiving institutions without court approval.


    2. Order of Preference for Guardianship: The court prioritizes individuals nominated by the proposed ward or their family members.

The order of preference includes:

  • An individual nominated by the proposed ward.

  • The spouse of the proposed ward or an individual nominated by the spouse.

  • Adult children or individuals nominated by them.

  • Parents or their nominees.

  • Previously appointed guardians from the individual's minor years.

  • Guardians appointed in Georgia or another state.

  • Friends, relatives, or other suitable individuals.

  • Any other person deemed appropriate by the court.

  • The County Guardian.

    3. Appointment Procedure:

  • If no suitable candidate is available from the order of preference, the court may appoint a Public Guardian or a Department of Human Resources representative.

  • The County Guardian represents the county's interests in guardianship matters and has the same obligations and rights as any other guardian.

  • A Public Guardian is a qualified individual or entity approved by the Probate Court to serve as a guardian for adults without suitable alternatives.

    1. Qualifications for Public Guardians

  • Public guardians must undergo criminal records and credit checks.

  • They may be individuals or entities accepted by the probate court.

  • Public guardians or their employees must complete approved training.

  • Private entity public guardians must have liability insurance for all employees and agents in contact with the proposed ward.

    1. Petitioning for Guardianship

  • Any interested person can petition for guardianship or conservatorship, provided they have an affidavit from a physician, licensed clinical social worker, or psychologist stating that they examined the proposed ward within 15 days prior to filing the petition.

  • Alternatively, any two persons can swear to the facts in the petition.

  • The proposed ward also has the right to petition for guardianship.

Understanding these qualifications and preferences is crucial when seeking guardianship for a loved one.



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