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Vermont Probate Division
Adult and Minor Guardianship
Guardianships are established when, due to mental disability, or other reason, a person is unable to manage their own personal and financial affairs. If the Court determines that guardianship is necessary, the Probate Judge will appoint a guardian and designate the specific powers and duties for the guardian to assume while promoting the independence of and protecting the best interests of the Ward (person under guardianship). Depending on the competency of the Ward, the Court may limit the control of the guardian to very limited tasks or give the Guardian full control. The three types of guardianships that are under the jurisdiction of the Probate Division in the State of Vermont are: Guardianship of a Minor, Guardianship of a Mentally Disabled Adult, and Voluntary Guardianship. Under the Family Division of the State of Vermont, there is another type of Guardianship called a Special Service Guardian, which is for adults with developmental disabilities. Please see the Family Division for more information about the Special Service Guardianship.
Guardian Information
Probate Procedure - Rule 17 - Parties Generally
Probate Procedure - Rule 4 - Notice
Probate Procedure - Rule 5 - Service and Filing of Papers
Probate Procedure - Rule 5.1 - Service and Notice, Specific Actions
Probate Procedure - Rule 66 - Inventory and Accounts
Purpose of Guardianships for Mentally Disabled Adults
Purpose of Guardianships of Minors
Purpose of Voluntary Guardianships
Frequently Asked Questions
Are there any alternative to guardianship?
When an individual needs assistance in managing his or her personal or financial affairs, there are several alternatives to establishing a guardianship. Some of these alternatives are:
· setting up a power of attorney
· establishing a trust
· Protective Services for Mentally Retarded Persons
· SSI Representative Payee
· Citizen Advocacy
Can a guardianship be modified or terminated?
The ward or any person interested in the welfare of the ward may, at any time, file a motion for termination or modification of the guardianship. Annually, each ward under guardianship and his or her lawyer receives notice from the Court advising the ward of the right to file a motion for termination or modification of the guardianship. When such a motion is received in the Probate Court that approved the guardianship, notifications are sent to all interested persons, a hearing is held and based on the information presented, and the Probate Judge will determine whether changes are appropriate.
Does a guardian have to provide financial reporting to the Courts?
If the guardian has been granted financial, contract or property power, a report of the income, expenses and assets held by the ward must be filed with the appointing Court annually. For purposes of financial reporting, it is necessary to keep separate accounts for the ward and to record income, expenditures, and any activity that changes the ward’s personal estate or real estate. If the ward’s individual financial transactions are recorded, preparation of the annual summary is not too difficult. General assistance is always available through the Court. If you are becoming a guardian you should review the guardian’s account form and instruction sheet to become familiarity with your accounting responsibility.
Does a guardian need to be bonded?
It is usual in Vermont for guardians to be bonded. This means that before the Probate Court appoints the guardian, he or she must file a bond, using theGuardian’s Bond (Form 79). The bond stands as an assurance that the guardian will perform the duties according to law. Although being bonded does not require the actual deposit of funds, it may be necessary to have an insurance company act as guarantor for the guardian’s obligations. This service can be arranged through local insurance companies at a reasonable fee. The necessity of a bond often depends upon the size and nature of the assets in the guardianship.
How might my relative grant a Power of Attorney?
Both parties involved must agree to the Power of Attorney. Available at Probate Court is the pamphlet "Taking Steps To Plan for Critical Health Care Decisions" which is published by the Vermont Ethics Network. Forms are available online atwww.vtethicsnetwork.org. This pamphlet contains the form for a Durable Power of Attorney for Health Care, which gives the person with the power of attorney the authority to make health care decisions of the other person when they are unable to make them for themselves. Concerning financial powers of attorney, you should seek competent legal advice from a Vermont attorney. A worthwhile pamphlet entitled "Taking Charge" is available on line with forms from the Vermont Bar Association at www.vtbar.org. A financial power of attorney is a significant legal step which should be considered carefully.
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Adult Guardianship Forms
To file (start) a case you must complete the forms packet with an * next to the form name.
*Forms to Initiate Adult Guardianship (Involuntary) Process
*Forms to Initiate Adult Guardianship (Voluntary) Process
Account of Guardian for Adult
Appointment of Guardian
Closing Report and Discharge of Guardian
Guardians Bond
Inventory of Guardian
Involuntary Guardianship Petition
License to Convey, Mortgage, or Lease Real Estate
License to Sell Real Estate
List of Interested Persons for a Guardianship
Motion for License to Convey
Motion for License to Sell Real Estate
Notice of Guardianship
Notice of Right to Petition for Termination or Modification of Guardianship
Notice to Interested Persons
Personal Status Report
Petition to Appoint a Guardian for a Spendthrift
Probate Court Receipt
Report of Sale
Statement of Proposed Ward’s Assets & Income
Summary of Account of Guardian
Minor Guardianship Forms
T
o file (start) a case you must complete the
forms packet with an * next to the form name.
*Forms to Initiate Minor Guardianship (Custodial) Process
*Forms to Initiate Minor Guardianship (Financial) Process
Account of Guardian for Minor
Appointment of Guardian
Appointment of Guardian for a Minor
Closing Report and Discharge of Guardian
Discharge/Release of Guardian
Guardians Bond
Inventory of Guardian
License to Convey, Mortgage, or Lease Real Estate
License to Sell Real Estate
List of Interested Persons for a Guardianship
Minor's Choice of Guardian
Motion for License to Convey
Motion for License to Sell Real Estate
Notice to Interested Persons
Notice to Minor to Choose Guardian
Parent's Consent to Custodial Guardianship
Petition to Appoint a Financial Guardianship for a Minor
Petition to Appoint a Guardian for Minor (s)
Report of Sale
Statement of Proposed Ward’s Assets & Income
Summary of Account of Guardian
Miscellaneous Forms
Acceptance of Service
ADA Request Customer
Application to Proceed In Forma Pauperis
Jury Service in Vermont Courts FAQ's (Trying Times)
Subpoena Form
Supplemental Sheet
Transcript Order Form
Vermont.gov
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