The Law Office of WLP

Guardianship Questionnaire

The Law Office of Whitney L. Thompson, PLLC Please fill in the requested information and obtain as much of the requested documents as possible, and then bring the documents with you to our next conference. The person for whom you seek this Guardianship will be referred to as "Ward."
Today's Date

MonthDayYear
Proposed Ward's Name

First NameLast Name
Client's DOB

MonthDayYear
Ward's Place of Birth?
City, State
Ward's Age
Please enter your current age.
Ward's Sex
Does the Ward have a SSN?
Ward's SSN
This information will be kept confidential. Do not use any dashes or other symbols
Ward's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is the Ward Married?
Does the Ward have a Job?
Ward's Employer's Name
Ward's Job Title
Ward's Employer's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Medical Information About Ward
Name of Ward's Primary Physician

First NameLast Name
Ward's Doctor's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Ward's last Medical Examination

MonthDayYear
Date of Ward's last Psychological Examination

MonthDayYear
Date of Ward's last Intellectual Examination

MonthDayYear
What type of guardianship are you seeking?
How long are you requesting the term of the guardianship last?
Year(s), month(s), or day(s)
Describe the facts that require that a Guardian be appointed for the Ward
Provide as much information as possible.
Describe the Nature and degree of incapacity of the Ward:
Provide as much information as possible.
Specify the area of protection and assistance the Ward needs:
Provide as much information as possible.
Describe what limitations and/or rights you want to be included in the Court's Order:
Provide as much information as possible.
Is there a Guardianship of any kind in Texas or any other state?
If Yes, describe the other Guardianship that is in place.
Please provide as much information as possible.
Name of person and/or institution that has care and custody of the proposed ward:
Address of the person/institution that has care and custody of the proposed ward

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does the proposed ward have an administrator?
Administrator's Name

First NameLast Name
Administrator's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Does someone hold a Power of Attorney for the Ward?
Name of the Person who holds a Power of Attorney

First NameLast Name
Address of the person who holds a Power of Attorney

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Description of the Power of Attorney:
Please list any information you have about the Power of Attorney in place.
Are you seeking Guardianship of the Estate for the Ward?
Proposed Ward's Property

Approximate value and description of Ward's estate (including compensation, pension, insurance, or allowance the Ward is entitled to, bank accounts, real estate, personal property, vehicles, etc.):
Please list the Ward's Income (if none, please type in none).
Please provide as much information as possible.
Please list the Ward's Real Property (Give address and/or location and general description of the property).
Please provide as much information as possible.
Please list the Ward's Personal Property (Give general description such as, stocks and bonds, bank accounts, household goods, and jewelry. Please included the estimated values of each item).
Please provide as much information as possible, and be sure to inlcude the estimated value of each item.
Ward's Relatives

Names and address of Ward's parents, siblings, and children (if necessary please bring in a separate sheet of paper with additional names and information).
(1) Relative's Name

First NameLast Name
(1) Relative's Relationship to Wad?
(1) Relative's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(1) Do you have another relative to enter?
(2) Relative's Name

First NameLast Name
(2) Relative's Relationship to Wad?
(2) Relative's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(2) Do you have another relative to enter?
(3) Relative's Name

First NameLast Name
(3) Relative's Relationship to Wad?
(3) Relative's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(3) Do you have another relative to enter?
(4) Relative's Name

First NameLast Name
(4) Relative's Relationship to Wad?
(4) Relative's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(4) Do you have another relative to enter?
(5) Relative's Name

First NameLast Name
(5) Relative's Relationship to Wad?
(5) Relative's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(5) Do you have another relative to enter?
(6) Relative's Name

First NameLast Name
(6) Relative's Relationship to Wad?
(6) Relative's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(6) Do you have another relative to enter?
(7) Relative's Name

First NameLast Name
(7) Relative's Relationship to Wad?
(7) Relative's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(if necessary please bring in a separate sheet of paper with additional names and information).
Proposed Guardian

Please provide the proposed Guardian's information. This is the person who would be filing an application to be the Ward's Guardian.
Proposed Guardian's Name

First NameLast Name
Proposed Guardian's Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Proposed Guardian's Email Address
Please include an email address that the proposed guardian would like to be contacted at about the case.
Is the Proposed Guardian a resident of Texas?
If No, list the name and address of the registered agent who can accept service of process:
Proposed Guardian's Number

Area CodePhone Number
Proposed Guardian's Relationship to Ward
Proposed Guardian's Age
Proposed Guardian's Current Occupation:
Has the Proposed Guardian every been adjudicated by a court to be incapacitated?
Is the Proposed Guardian indebted to the Ward?
Is the Proposed Guardian a party to a lawsuit against the Ward?
Will anyone object to the Proposed Guardian
If Yes, who?
Should be Empty:

Guardianship Questionnaire

Medical Information About Ward

Proposed Ward's Property

Ward's Relatives

Proposed Guardian