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POWERS AND DUTIES OF A GUARDIAN: What You Should Do After Becoming a Guardian (cont'd)

Plan for your ward's needs
Each person is different and your ward is an individual also. Plan for your ward’s specific needs and take care of the most urgent needs first. Then arrange for general needs, including:

  • Living situation
  • Health care, discussed in more detail below
  • Meals
  • Clothing and personal property, such as jewelry, cars and furniture
  • Personal care, such as bathing, haircuts, manicures, etc.
  • Housekeeping, including cleaning and yardwork
  • Care of the ward’s pets, if necessary, including feeding, grooming, exercising and getting yearly shots
  • Transportation to appointments, social events, shopping, church, etc.
  • Recreation and hobbies
  • Education

If you do not know the person well or if the ward is very difficult, you can hire a professional person to help you, such as a case manager or social worker who works with disabled adults or the elderly. You should involve your ward as much as possible in making these arrangements.

Here is a checklist to help you assess your ward's needs. Decide which tasks your ward can do without help and which tasks the ward needs help with:

  • Getting around (does the ward need a cane, walker or wheelchair?)
  • Using the bathroom (does the ward need help getting in and out of the shower or bathtub or on or off the toilet? Does the ward know when s/he needs to use the bathroom?)
  • Dressing, hair care and other grooming
  • Taking medications on time and in proper amounts
  • Meals (can the ward shop, cook, clean up, properly store food and remember to eat regularly?)
  • Clothes (can the ward shop for clothes?)
  • Cleaning the house, doing laundry and other chores
  • Using the telephone
  • Using the bus, taxi or other transportation services
  • Paying bills and managing his or her money

Other factors to consider are: (1) how good is the ward’s memory; (2) how good is the ward’s ability to make decisions; (3) is the ward violent, mean or uncooperative; (4) is the ward confused or disoriented, and, if so, how often; and (5) is the ward a danger to himself or herself or others. What kind of help you arrange for the ward will depend on how you evaluate your ward’s needs and abilities.

If you were not named conservator of your ward's estate or do not already have his or her power of attorney for financial matters, you should meet with the conservator to find out about your ward's assets in order to make arrangements that s/he can afford. If you spend money not approved by the conservator, you may have to repay that money out of your own pocket.

Correctly answer the following question to move on to the next section:

Which of these factors should you consider when planning for your ward's needs?
a. How good the ward's memory is
b. How well the ward makes decisions
c. Whether the ward is prone to violence
d. Whether the ward is confused or disoriented
e. Whether the ward is a danger to himself or others
f.  All the above

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