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Every guardianship process involves a set of common steps. It starts with obtaining a doctor’s letter, often referred to as a certificate of medical exam, from a physician within a specific timeframe before filing for the guardianship. An individual must apply for the guardianship, formally requesting the court to appoint them as the decision-maker. This person is required to undergo guardian qualification classes and pass a criminal background check. They must also present a convincing case to the court, demonstrating their suitability to make decisions on behalf of an individual who can no longer make decisions for themselves, whether related to finances or housing arrangements.
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The Woodlands, TX estates & probate attorney Steven C. Earl discusses the process for establishing a guardianship. He notes that every guardianship process follows a series of common steps. It begins with obtaining a doctor’s letter, often called a certificate of medical exam, from a physician within a specified timeframe prior to filing for guardianship. An individual seeking to serve as guardian must formally apply to the court, requesting appointment as the decision-maker. This applicant is required to complete guardian qualification classes and undergo a criminal background check. Additionally, they must present a compelling case to the court, demonstrating their suitability to make decisions on behalf of someone who can no longer manage their own affairs, whether concerning finances, housing, or other personal matters.
