Tips for Professional Guardians

Guardianship is trending toward professional guardianship assignment rather than those with a personal connection to person. Professional guardians bring experience, but can also get overloaded with responsibilities. Here are some tips for professional guardians:

• Keep an individualized case-by-case approach with each ward.
• Have an understanding of the ward’s situations and the unique responsibilities that will come with accepting the guardianship.
• Do not take on too many cases.
• Create a plan for who will be the next guardian if sudden and unexpected circumstances arise that make the current guardian unavailable.

See Patricia Maisano, Watching Out For Our Wards, Wealth Management, March 17, 2015.

Special thanks to Jim Hillhouse for bringing this article to my attention.