Connors & Sullivan attorneys at law, pllc
Tell Us About Your Estate Planning Needs:

Actions you can take now if parent guardianship is anticipated

Let's presume you are a millennial only child and your parents are in their 60s. Maybe you are not feeling concerned about their ability to take care of themselves right now, but you recognize that the day is bound to come when they won't have the capacity to make decisions. Someone, most likely you, will have to take over that function. What should you do?

New York has provisions of law that allow for the setting up of guardianships for the protection of loved ones. However, the statutes set certain requirements before courts can give approval. The process can be complicated and time consuming and sometimes the need for action arises suddenly. If you are that millennial or you are the 60-something parents of such a person, it's possible start thinking now about what might be inevitable and anticipate how to get into guardian mode.

In the view of many legal observers, the first step is to acknowledge guardianship will be required. The next step is to identify what documentation you will need to fulfill the role when the time comes to take it on. Recognizing that being guardian or conservator means you are responsible for the person's safety and management of assets, here types of documents to focus on.

  • Materials related to health care: These would include medical records of past treatments, invoices for those treatments and health insurance information.
  • Asset statements: Paperwork related to any and all account balances, usernames and passwords for accessing any bank or investment accounts. Include any personal checkbooks here.
  • Any legal documents: These include wills, trusts and any other documentation related to inherited assets. If the prospective ward is party to any existing legal actions, be sure to gather up documents pertinent to them.

Obviously, guardianship is a task that is heavy on paperwork and one that can quickly become overwhelming if undertaken unexpectedly and alone. Consulting an experienced attorney is one way to make your life and the prospective ward's life easier.

No Comments

Leave a comment
Comment Information
Your Trusted Guides For Every Stage Of Life And Every Step
Of The Estate Planning Process

Set Up Your Free Initial Consultation

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Connors & Sullivan attorneys at law, pllc

Visit us at one of our 5 locations.

Brooklyn Office
7408 Fifth Avenue
Brooklyn, NY 11209

Phone: 718-414-6209
Fax: 718-238-2616
Brooklyn map

Bayside Office
200-20 Northern Boulevard
Bayside, NY 11361

Phone: 718-414-6209
Bayside map

Middle Village Office
79-43 Metropolitan Avenue
Middle Village, NY 11379

Phone: 718-414-6209
middle village map

Staten Island Office
1250 Hylan Boulevard
Staten Island, NY 10305

Phone: 718-414-6209
staten island map

Manhattan Office
110 East 59th Street
New York, NY 10022

Phone: 718-414-6209
Map & Directions