Guardianship Q&A Series

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Guardianship Q&A Series ·

What are the least restrictive alternatives to full guardianship, and will doctors and banks accept those so I can stay involved? NC

What are the least restrictive alternatives to full guardianship, and will doctors and banks accept those so I can stay involved? – North Carolina Short Answer In North Carolina, the main least restrictive alternatives to full adult guardianship are usually a health care power of attorney (for medical decisions and access), a durable (financial) power…

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Guardianship Q&A Series ·

Can my parents be appointed as co‑guardians for both personal and financial decisions, or would a limited guardianship or power of attorney be a better fit? – NC

Can my parents be appointed as co‑guardians for both personal and financial decisions, or would a limited guardianship or power of attorney be a better fit? – North Carolina Short Answer In North Carolina, parents can ask the Clerk of Superior Court to appoint them as guardians so they can make personal (including medical) and…

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Guardianship Q&A Series ·

What responsibilities and personal liability does a guardian take on, including annual accountings and bonding requirements? NC

What responsibilities and personal liability does a guardian take on, including annual accountings and bonding requirements? – North Carolina Short Answer In North Carolina, a guardian takes on a court-supervised fiduciary role. A guardian of the person must make decisions about the adult ward’s care and wellbeing, while a guardian of the estate (or general…

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Guardianship Q&A Series ·

Can I seek guardianship or another court order to access my parent’s medical and financial information and protect them from undue influence? – NC

Can I seek guardianship or another court order to access my parent’s medical and financial information and protect them from undue influence? – North Carolina Short Answer Yes. In North Carolina, when family members block access and there are concerns about capacity or undue influence, a common path is to file an incompetency/guardianship case with…

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Guardianship Q&A Series ·

How can I challenge a social services adult guardianship if the information in their petition is wrong or outdated? NC

How can I challenge a social services adult guardianship if the information in their petition is wrong or outdated? – North Carolina Short Answer In North Carolina, an adult guardianship case starts with an incompetency petition filed with the Clerk of Superior Court. If the petition contains wrong or outdated information, the usual way to…

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Guardianship Q&A Series ·

What evidence is helpful to prove undue influence or lack of capacity when contesting a recent power of attorney or other estate planning changes? (NC)

What evidence is helpful to prove undue influence or lack of capacity when contesting a recent power of attorney or other estate planning changes? – North Carolina Short Answer In North Carolina, the most helpful evidence usually shows (1) what the parent’s mental abilities were at the time the power of attorney or other document…

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Guardianship Q&A Series ·

What steps can I take to stop a guardian or social services from selling my paidoff home or taking my belongings? NC

What steps can I take to stop a guardian or social services from selling my paidoff home or taking my belongings? – North Carolina Short Answer In North Carolina, a guardian generally cannot sell a wards real estate just because a guardianship exists. A sale usually requires a separate court special proceeding before the Clerk…

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Guardianship Q&A Series ·

How do I become the guardian of the estate so I can manage my parent’s finances if I’m already the guardian of the person? NC

How do I become the guardian of the estate so I can manage my parent’s finances if I’m already the guardian of the person? – North Carolina Short Answer In North Carolina, being guardian of the person does not automatically give authority to manage a parent’s money. To handle finances, the clerk of superior court…

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How can I remove an elderly family member from a harmful living situation if I believe they are under duress? – NC

How can I remove an elderly family member from a harmful living situation if I believe they are under duress? – North Carolina Short Answer Under North Carolina law, removing an elderly adult from a harmful living situation usually happens through Adult Protective Services (APS) and/or a guardianship case in the county where the adult…

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