Elaine A. Turley logo, link to home pagePrepare for Your Consultation for an MHL Article 81
Guardianship Proceeding

Our office will provide an Article 81 Guardianship Questionnaire prior to our consultation. Please bring the following documents along with your completed questionnaire to our consultation meeting.

  1. Current medical condition, health care needs, and assistance alleged person in need of a guardian receives; name, address and phone number of home health care agency or nursing home providing care;
  2. Court orders for previous guardianship proceedings, if any;
  3. Existing Power of Attorney signed by alleged person in need of a guardian, if any;
  4. Existing Health Care Proxy signed by alleged person in need of a guardian, if any;
  5. Existing Living Will of alleged person in need of a guardian, if any;
  6. Existing Last Will and Testament of alleged person in need of a guardian, if any;
  7. Any trusts the alleged person in need of a guardian may have created;
  8. Most current statement for any account in which alleged person in need of a guardian has an interest;
  9. Copies of deeds for all real property in which alleged person in need of a guardian has an interest;
  10. Life insurance policy declarations page and most recent statement for all policies in which alleged person in need of a guardian has an interest;
  11. Proof of beneficiary designations for all accounts owned by alleged person in need of a guardian;
  12. Irrevocable Funeral Trust and Pre-Need Plan for alleged person in need of a guardian;
  13. Most recent benefit award letter for Social Security benefits for alleged person in need of a guardian;
  14. Proof of all income sources of alleged person in need of a guardian, including payment stub for wage or pension income;
  15. Health insurance premium invoice and payment for alleged person in need of guardian. Read about Mental Hygiene Law Article 81 Guardianship

Read about Mental Hygiene Law Article 81 Guardianship