Adult Guardianship and Trusteeship Forms
Self Help Kits - Court Application Forms
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Instructions on how to complete the AGTA court application forms are available:
The personal information required on these forms is collected pursuant to s. 33 (a) and (c) of the Freedom of Information and Protection of Privacy Act and the Adult Guardianship and Trusteeship Act (AGTA) and its associated regulations (AR 219/2009 & 224/2009). Your personal information will be used for purposes related to the administration of the AGTA and its regulations. Your information will not be further used or disclosed without your permission unless authorized or required by law. If you have any questions about the collection of your personal information, please contact: Administrator, Office of the Public Guardian, Alberta Seniors and Community Supports, at 4th Floor, Standard Life Centre, 10405 Jasper Ave, Edmonton, AB T5J 4R7 or by telephone at 1-877-427-4525.
Supported Decision-Making
- AGTA Supported Decision-Making Authorization Instruction Sheet (OPG5557-A)
- Supported Decision-Making Authorization - Form 1 (OPG5557)
- Termination of Supported Decision-Making Authorization - Form 2 (OPG5558)
Capacity Assessment Reports
- Capacity Assessment Report (Co-decision-making) - Form 3 (OPG5559)
- Capacity Assessment Report (Guardianship or Trusteeship or Both) - Form 4 (OPG5560)
- Capacity Assessment Report (Section 96 of the Act, Health Care or Temporary Admission to or Discharge from a Residential Facility) - Form 10 (OPG5566)
Complaints
- Complaint Respecting a Co-decision-maker, Guardian, or Trustee - Form 5 (OPG5561)
Specific Decision-Making
- Assessment of Capacity of Adult to Make Decisions Respecting the Adult's Health Care (Specific Decision Making) - Form 6 (OPG5562)
- Assessment of Capacity of Adult to Make Decisions Respecting the Adult's Temporary Admission to or Discharge from a Residential Facility (Specific Decision Making) - Form 7 (OPG5563)
- Declaration of Specific Decision Maker - Form 8 (OPG5564)
- Health Care Provider's Record of Specific Decision Making - Form 9 (OPG5565)
- Capacity Assessment Report (Section 96 of the Act, Health Care or Temporary Admission to or Discharge from a Residential Facility) - Form 10 (OPG5566)
Co-Decision-Making Order
Desk Application
- Application - Form 1
- Affidavit of Applicant - Form 2
- Capacity Assessment Report - Ministerial Regulation Form 3
- Consent:
- 2 personal references for each proposed co-decision maker - Form 30
- Draft co-decision making order to which the assisted adult has consented - Form 5
- Court Filing Fee
When you have completed all of the above forms and have a complete package required for a court application for a Co-Decision-Making Order, please contact the Office of the Public Guardian nearest you. The Office of the Public Guardian will complete the application process by filing documents with the Court on your behalf.
Application by Hearing
- Application - Form 1
- Affidavit of Applicant - Form 2
- Capacity Assessment Report - Ministerial Regulation Form 3
- Consent:
- Draft co-decision making order - Form 5
- Notice of Application and Hearing - Form 4
Review of Co-Decision-Making Order
Desk Application
- Application - Form 6
- Affidavit of Applicant - Form 7
- Capacity Assessment Report - Ministerial Regulation Form 3 if:
- required by co-decision making order
- capacity is at issue
- applicant is requesting termination of the order
- if believed a significant change in capacity has occurred
- For continuation, amendment or replacement of co-decision making order:
- Draft Order to which the assisted person has consented - Form 5
When you have completed all of the above forms and have a complete package required for a court application for a review of a Co-Decision-Making Order, please contact the Office of the Public Guardian nearest you. The Office of the Public Guardian will complete the application process by filing documents with the Court on your behalf.
Application by Hearing
- Application - Form 6
- Affidavit of Applicant - Form 7
- Capacity Assessment Report - Ministerial Regulation Form 3 if:
- required by co-decision making order
- capacity is at issue
- applicant is requesting termination of the order
- if believed a significant change in capacity has occurred
- For continuation, amendment or replacement of co-decision making order:
- Draft Order to which the assisted person has consented - Form 5
- Notice of Application and Hearing - Form 9
By Other Person
- Notice of Application and Hearing - Form 39
- Any other documents in support of the application
- Capacity Assessment Report - Ministerial Regulation Form 3 if capacity is in issue
Guardianship Order
Desk Application
- Application - Form 14
- Affidavit of Applicant - Form 15
- Capacity Assessment Report - Ministerial Regulation Form 4
- Guardianship Plan - Form 32
- Consent - each proposed guardian - Form 24
- Consent - each alternate guardian - Form 26
- 2 personal references for each proposed guardian and each proposed alternate guardian - Form 30
- Draft Order - Form 18
- Court Filing Fee
When you have completed all of the above forms and have a complete package required for a court application for a Guardianship Order, please contact the Office of the Public Guardian nearest you. The Office of the Public Guardian will complete the application process by filing documents with the Court on your behalf.
Application by Hearing
- Application - Form 14
- Affidavit of Applicant - Form 15
- Capacity Assessment Report - Ministerial Regulation Form 4
- Guardianship Plan - Form 32
- Consent - each proposed guardian - Form 24
- Consent - each alternate guardian - Form 26
- Notice of Application and Hearing - Form 17
Review of Guardianship Order
Desk Application
- Application - Form 19
- Affidavit of Applicant - Form 20
- Capacity Assessment Report - Ministerial Regulation Form 4 if:
- required by guardianship order
- capacity is at issue
- applicant is requesting termination of the order
- if believed a significant change in capacity has occurred
- For continuation, amendment or replacement of guardianship order:
- guardianship plan - Form 32
- record of decisions for each guardian - Form 33
- Consent - each proposed guardian - (includes consent regarding criminal records check) - Form 24
- Consent - each alternate guardian (includes consent regarding criminal records check) - Form 26
- for proposed new guardian or new alternate guardian
- consent for review officer to obtain credit report and criminal records check
- 2 personal references for each proposed new trustee or new alternate trustee
- Draft Order – Form 23
When you have completed all of the above forms and have a complete package required for a court application for a review of a Guardianship Order, please contact the Office of the Public Guardian nearest you. The Office of the Public Guardian will complete the application process by filing documents with the Court on your behalf.
Application by Hearing
- Application - Form 19
- Affidavit of Applicant - Form 20
- Capacity Assessment Report - Ministerial Regulation Form 4 if:
- required by guardianship order
- capacity is at issue
- applicant is requesting termination of the order
- if believed a significant change in capacity has occurred
- For continuation, amendment or replacement of guardianship order:
- Notice of Application and Hearing - Form 22
By Other Person
- Notice of Application and Hearing - Form 39
- Any other documents in support of the application
- Capacity Assessment Report - Ministerial Regulation Form 4 if capacity is in issue
Trusteeship Order
Desk Application
- Application - Form 14
- Affidavit of Applicant - Form 15
- Capacity Assessment Report - Ministerial Regulation Form 4
- Trusteeship Plan - Form 34
- Inventory or Undertaking to File an Inventory - Form 37
- Consent - each proposed Trustee - Form 27 (Trust Corporation use Form 28)
- Consent - each alternate Trustee - Form 29
- 2 Personal References for each proposed trustee and alternate Trustee - Form 30
- Court Filing Fee
- Draft Order Form 18 - Optional
When you have completed all of the above forms and have a complete package required for a court application for a Trusteeship Order, please contact the Office of the Public Guardian nearest you. The Office of the Public Guardian will complete the application process by filing documents with the Court on your behalf.
Application by Hearing
- Application - Form 14
- Affidavit of Applicant - Form 15
- Capacity Assessment Report - Ministerial Regulation Form 4
- Trusteeship Plan - Form 34
- Inventory or Undertaking to File an Inventory - Form 37
- Consent - each proposed Trustee - Form 27 (Trust Corporation use Form 28)
- Consent - each alternate Trustee - Form 29
- Notice of Application - Form 17
Review of Trusteeship Order
Desk Application
- Application - Form 19
- Affidavit of Applicant - Form 20
- Capacity Assessment Report - Ministerial Regulation Form 4 if:
- required by trusteeship order
- capacity is at issue
- applicant is requesting termination of the order
- if believed a significant change in capacity has occurred
- For continuation, amendment or replacement of trusteeship order:
- trusteeship plan - Form 34
- Consent - each proposed Trustee - Form 27 (Trust Corporation use Form 28)
- Consent - each alternate Trustee - Form 29
- 2 personal references for each proposed new trustee or new alternate trustee
- Draft Order – Form 23
When you have completed all of the above forms and have a complete package required for a court application for a review of a Trusteeship Order, please contact the Office of the Public Guardian nearest you. The Office of the Public Guardian will complete the application process by filing documents with the Court on your behalf.
Application by Hearing
- Application - Form 19
- Affidavit of Applicant - Form 20
- Capacity Assessment Report - Ministerial Regulation Form 4 if:
- required by trusteeship order
- capacity is at issue
- applicant is requesting termination of the order
- if believed a significant change in capacity has occurred
- For continuation, amendment or replacement of trusteeship order:
- Notice of Application and Hearing - Form 22
By Other Person
- Notice of Application and Hearing - Form 39
- Any other documents in support of the application
- Capacity Assessment Report - Ministerial Regulation Form 4 if capacity is in issue
Application for Examination and Approval of Trustee’s Accounts
- Application - Form 19
- Affidavit of Applicant - Form 20
- Financial Statements -
- Statement of Transactions – Form 36
- Overview of Trusteeship Accounts - Form 38
- Draft Order - Form 23
