Frequently Asked Questions And Answers for:
Guardianship
(& alternatives) in general
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WHAT IS THE PROBLEM? -- You or a family member,
friend, or a client is a non-Arizona resident who is an unmarried
minor (under age 18) or a legally incapacitated adult who therefore
cannot make personal welfare decisions for him or herself and will
be residing or staying in Arizona. What is the best way to provide
guardianship decision making?
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WHAT IS GUARDIANSHIP? -- In Arizona the court
appoints a person(s) to make personal welfare decisions
for (a) an unmarried minor (under age 18) where all parental rights
of custody have been terminated, or suspended by circumstances (namely,
death, incapacity, confinement, detention, disappearance), or (b)
an adult incapacitated by physical or mental incapacity, chronic
use of drugs or alcohol, or confinement, detention by a foreign
power, or disappearance and for whom no other effective personal
management is available.
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WHAT IS ANCILLARY VS. DOMICILIARY GUARDIANSHIP?
-- Action in Arizona by a guardian is necessary only when the ward
is a resident of or will be physically present in Arizona. Where
a non-Arizona resident ward already has a guardian appointed in
the state, province or country of his residence, called a domiciliary
guardian, that domiciliary guardian, absent a legal dispute, has
jurisdiction to act locally without appointment of an Arizona ancillary
guardian.
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WHAT GUARDIANSHIP AVOIDING PROCEDURES ARE AVAILABLE
IN ARIZONA FOR NON-ARIZONA RESIDENTS? --
(a) AVOIDING MINOR GUARDIANSHIP--For the non-Arizona resident minor
ward who will be temporarily physically present in Arizona, Arizona
guardianship is not necessary when the minor is (i) married, (ii)
has any competent parent or domiciliary guardian, (iii) has a parent
or guardian who has delegated authority to an [Arizona] attorney-in-fact
to manage the custody, care or property for the minor, (iv) when
an active duty military parent has delegated authority to an [Arizona]
attorney-in-fact to control the minor, and (v) if an Arizona conservator
has or soon will be appointed.
(b) AVOIDING ADULT GUARDIANSHIP--For the non-Arizona resident adult
ward who will be temporarily physically present in Arizona, Arizona
guardianship is not necessary when the adult: (i) has a parent or
domiciliary guardian who has delegated authority to an [Arizona]
attorney-in-fact to manage the custody or care of the adult, (ii)
when the ward delegated personal management authority to another
under a durable power of attorney.
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WHEN WILL ARIZONA GUARDIANSHIP APPOINTMENT BE
NECESSARY FOR A NON-RESIDENT MINOR OR ADULT? -- An Arizona guardianship
appointment is necessary only when the minor or legally incapacitated
adult moves to and becomes a resident of Arizona, and where the
guardianship avoiding alternatives discussed above do not apply.
If a domiciliary guardian is appointed in the minor or adult's (former)
residence, then an Arizona guardian will most likely have to be
appointed when Arizona residence is established.
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HOW IS AN ARIZONA GUARDIAN APPOINTED? -- In Arizona
guardianship procedure depends on whether the guardian can be appointed
by accepting nomination in the last will and testament of the ward's
parent or spouse--called testamentary appointment, or whether court
appointment is necessary:
(a) TESTAMENTARY APPOINTMENT--The parent of either an unmarried
minor, or unmarried, legally incapacitated adult, or spouse of a
legally incapacitated adult, may nominate a guardian for that minor
or adult in his or her last will and testament; the nominee's appointment
becomes effective on court filing of the deceased parent's or spouse's
will and his or her formal acceptance and by also providing notice
to the minor or adult ward and either that ward's custodian or his
nearest adult relative, and subject to the adult's or age-14 or
older minor's right to object; the will of the deceased parent or
spouse admitted to probate in that decedent's (former) domicile
is automatically accepted in Arizona for testamentary appointment.
(b) COURT APPOINTMENT--Arizona guardianship appointment
is made only upon court petition, and for adults requires prior
appointment of a court investigator and physician to report on the
adult's incapacity, as well as appointment of an attorney to represent
the adult; appointment for an adult or minor guardian requires notice
to interested parties and a court hearing, an order of appointment,
and formal acceptance by the guardian; there is a statutory priority
for appointment, however, any guardian or fiduciary appointed in
the ward's (former) domicile automatically has first priority for
court appointment in Arizona.
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AFTER APPOINTMENT OF A GUARDIAN WHAT ELSE IS
REQUIRED? -- An annual report of the Guardian must be filed with
the court, and occasional reviews may be made by a court investigator.
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