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GUARDIANSHIP - Guardianship of the Estate (Nationwide) - With or Without Temporary Orders - A Guardianship of the Estate is a court-appointed arrangement where a designated adult manages the financial assets and property of a minor or incapacitated adult, ensuring their financial well-being and protecting their interests.

 

  • Who is involved?

    • The Ward: The person whose finances are being managed (the child or incapacitated adult). 
    • The Guardian of the Estate: The adult appointed by the court to manage the ward's finances. 

 

  • Common Scenarios:

    • Minor Inheritance: A child inherits a significant amount of money or property. 
    • Incapacitated Adult: An adult is unable to manage their own finances due to a disability or incapacity. 

 

  • Duties of the Guardian of the Estate:

    • Manage Assets: The guardian is responsible for collecting, managing, and investing the ward's assets. 
    • Keep Records: They must maintain accurate financial records and file regular accountings with the court. 
    • Act in the Ward's Best Interest: The guardian has a legal obligation to act in the best interests of the ward, not their own. 

 

  • Alternatives to Guardianship:

    • Trusts: Setting up a trust to hold assets for the benefit of the child or incapacitated adult. 
    • Power of Attorney: Granting someone the power to manage finances on behalf of the ward, but this is typically used for adults who retain some capacity. 

 

  • Key Differences from Guardianship of the Person:

    • Guardianship of the Person: Deals with decisions regarding the ward's care, health, and well-being. 
    • Guardianship of the Estate: Focuses solely on managing the ward's financial assets. 

 

NOTE: Guardianship of the Estate is not needed when the child receives social security benefits

 

Does not include any filing fees or court costs.

GUARDIANSHIP - Guardianship of the Estate (Nationwide)

$750.00Price
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  • GUARDIANSHIP - Guardianship of the Estate (Nationwide) - With or Without Temporary Orders - A Guardianship of the Estate is a court-appointed arrangement where a designated adult manages the financial assets and property of a minor or incapacitated adult, ensuring their financial well-being and protecting their interests.

    • Who is involved?

      • The Ward: The person whose finances are being managed (the child or incapacitated adult). 
      • The Guardian of the Estate: The adult appointed by the court to manage the ward's finances. 
    • Common Scenarios:

      • Minor Inheritance: A child inherits a significant amount of money or property. 
      • Incapacitated Adult: An adult is unable to manage their own finances due to a disability or incapacity. 

    Duties of the Guardian of the Estate:

      • Manage Assets: The guardian is responsible for collecting, managing, and investing the ward's assets. 
      • Keep Records: They must maintain accurate financial records and file regular accountings with the court. 
      • Act in the Ward's Best Interest: The guardian has a legal obligation to act in the best interests of the ward, not their own. 
    • Alternatives to Guardianship:

      • Trusts: Setting up a trust to hold assets for the benefit of the child or incapacitated adult. 
      • Power of Attorney: Granting someone the power to manage finances on behalf of the ward, but this is typically used for adults who retain some capacity. 
    • Key Differences from Guardianship of the Person:

      • Guardianship of the Person: Deals with decisions regarding the ward's care, health, and well-being. 
      • Guardianship of the Estate: Focuses solely on managing the ward's financial assets. 

    NOTE: Guardianship of the Estate is not needed when the child receives social security benefits

    Does not include any filing fees or court costs.

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