If seeking guardianship of the person, complete section 6.1. If seeking only a conservatorship, do not complete this
section. Limited Guardianship is preferred by the court; describe how the guardianship may be limited. Describe
how the assessment was performed and give specific examples.
RECOMMENDATION ON GUARDIANSHIP/CONSERVATORSHIP
GUARDIANSHIP: INABILITY TO MEET ESSENTIAL REQUIREMENTS FOR HEALTH, SAFETY, AND SELF CARE
Areas in which the individual is able to make informed decisions with respect to his or her adaptive skill areas
including physical health, safety, and self-care:
Describe the individual's retained abilities and adaptive behavior for physical health, safety, self-care for which the
guardianship may be limited (e.g., ability to manage ADL's and IADL's such as health, hygiene, home, communication,
driving, leisure, social; functioning in the community; ability to express treatment choices and make medical decisions;
ability to complete any or some legal transactions).
Areas in which the individual is unable to make informed decisions with respect to his or her adaptive skill areas
including physical health, safety, or self-care:
Describe the impairments in physical health, safety, and self-care for which the individual requires a Guardian.
If individual is unable to make any decisions for him or herself or is unable to make informed decisions with
respect to physical health, safety, and self care (i.e. requires a full guardianship), describe why:
CONSERVATORSHIP: INABILITY TO MANAGE PROPERTY OR BUSINESS AFFAIRS EFFECTIVELY
If seeking a full or limited conservatorship of the person, complete section 6.2. Limited Conservatorship is
preferred by the court.
Areas in which the individual is able to manage property or business affairs effectively:
What abilities can the individual retain in management of his or her property and estate (e.g., ability to manage
allowance, bills, donations, investments, real estate, protect assets, resist fraud)?
Areas in which the individual is unable to manage property or business affairs effectively:
What are the impairments in the management of property and business affairs for which the individual requires a
conservator? Describe how the person has property that will be wasted or dissipated unless management is provided
or describe how protection is necessary to provide money for the support, care and welfare of the person or those
entitled to the person's support.
If the individual is unable to make any decisions about, and is unable to manage, any property or business
affairs effectively (i.e. requires full conservatorship), describe why: