Determine whether the adult lacks capacity and needs a guardian
Check your state or country’s guardianship laws and court requirements
Gather medical, financial, and personal records showing the adult’s need for help
Obtain a professional evaluation or physician’s statement if required
File a guardianship petition with the appropriate court
Notify the adult and other required relatives or interested parties
Attend the court hearing
Present evidence showing guardianship is necessary
Respond to any objections or alternative proposals
Wait for the court’s decision
If appointed, complete any required training, bonding, or paperwork
Obtain letters of guardianship or court authorization
Follow all court reporting and accounting requirements
Seek court approval before making major decisions if required
Request modification or termination of guardianship if circumstances change