The National Center on Law & Elder Rights recently published the following 10 Tips for Guardians of Older Adults:

When courts appoint a family member or friend as a guardian or conservator of an adult, the guardian is sometimes left with minimal training on their new role. The family member or friend must step into the important role without a clear understanding of what to do, or how to be a good guardian or conservator. This Practice Tip is not a substitute for thorough guardianship training; it is intended to introduce family guardians to basic guardian tips. While the exact terms vary from state to state, these tips use “guardian” for both guardians and conservators.

  1. Maintain separate financial accounts

Maintain separate bank or brokerage accounts titled as instructed by the court or your attorney and keep the individual’s money in a separate place. Keep personal property and valuables apart from your own. Most important: never borrow or lend the person’s money or property without approval from the Court.

  1. Keep detailed records

Save receipts for everything you can, and write every expenditure or decision down. Keep notes for every conversation or visit, even if the notes are very simple. It is important to create a record of what you have done to help the person. These records are essential in filing reports and responding to any questions about your actions.

  1. Only use the persons’ money and property for their benefit

The income, money, and property of the person should be used to meet the needs of the person and to provide for the best quality of life possible for the person. Do not use the money to support others without consulting the Court.

  1. File timely reports

Find out what reports the court expects, including what needs to be in the reports, how to file them and when they are due. Always carefully prepare and file all reports on time.

  1. Regularly talk with the person

The best way to help anyone is to communicate honestly and openly with them. Always keep the person informed and seek their input on all decisions.

  1. Spend time together

Time spent together will result in better quality of life and a better experience for both of you.

  1. Provide social contact

Restricting visits or isolating the person from family and friends is harmful and threatens an individual’s quality of life. Find opportunities for valuable interaction. The more interaction a person has, the more likely it is that a family or friend can spot any potential health care issues, financial or abuse threats, and help avoid or remedy them.

  1. Remember the dignity in choice

There is dignity in choice. Safeguarding from unreasonable risk does not require elimination of all choices. Create an opportunity for the person to make choices that carry little risk, such as choices about clothing, food, and interactions with family.

  1. Safeguard the person’s rights

As a guardian, your role is to protect the person’s rights. Help the person exercise their rights to the greatest extent possible.

  1. Reassess the Need to Continue the Guardianship

If the guardianship was the result of an illness or injury, the person may recover. Some guardianships were never necessary. Look at the PRACTICAL Tool to help review the need for guardianship.

The PRACTICAL Tool aims to help lawyers identify and implement decision-making options for persons with disabilities that are less restrictive than guardianship. Though written to assist lawyers, the PRACTICAL Tool is useful for anyone involved in assessing the need for guardianship. The PRACTICAL Tool It is a joint product of four American Bar Association entities – the Commission on Law and AgingCommission on Disability RightsSection on Civil Rights and Social Justice, and Section on Real Property, Trust and Estate Law, with assistance from the National Resource Center for Supported Decision-Making.

The 10 Tips for Guardians of Older Adults brochure from the National Center on Law & Elder Rights is attached here –

Download (PDF, 52KB)

The PRACTICAL Tool for Lawyers: Steps in Supporting Decision-Making publication is attached here –

Download (PDF, 832KB)

For additional information concerning guardianships and fiduciary services, visit:

NJ Guardianship and Fiduciary Services