By William Bentley
•
June 26, 2025
The Compass to Guardianships and Conservatorships in Massachusetts In Massachusetts, guardians have to be appointed by the Probate and Family Court. You don't become a guardian automatically just because you are the parent of an incapacitated adult. A temporary guardian may be appointed if it’s likely that there will be immediate, considerable harm to the health, safety, or well being of the person. The court will not appoint you as a guardian if : 1. You’re currently being investigated. 2. You have pending charges for committing an assault and battery that seriously injured the incapacitated person. 3. You’re currently being investigated for neglecting the incapacitated person. A guardianship is not the same as a conservatorship. Guardianships and conservatorships are filed through separate processes. Anyone who is interested in the incapacitated person's well being can file a Petition for Guardianship. See File for guardianship of an incapacitated person for more information. Who is considered an incapacitated person ? A guardian may be appointed for: 1. An incapacitated person — An incapacitated person is someone who does not have the ability to make their own decisions. An incapacitated person is defined as someone who for reasons other than advanced age or minority has a clinically diagnosed condition that results in an inability to receive and evaluate information or to make or communicate decisions to such an extent that the individual lacks the ability to meet essential requirements for physical health, safety, or self-care, even with appropriate technological assistance. 2. An intellectually disabled person — An intellectually disabled person is someone who has intellectual functioning that is significantly below average, usually defined as an IQ of less than 70. They also have limitations in 2 or more adaptive skills, such as communication, self-care, social skills, health, and safety. 3. A person with mental illness — Mental illness is a medical condition that disrupts a person's thoughts, feelings, mood, ability to relate to others, and daily functions. Mental illness often makes it more difficult to cope with ordinary day to day tasks. People suffering from a mental illness can get help with their symptoms by participating in a treatment plan. 4. Special circumstances — A guardian may also be necessary in these other circumstances, such as: 1. If an elderly parent has a degenerative health condition and can't consent to treatment or being placed in a nursing facility 2. If a person has had a traumatic brain injury 3. If a child with a disability is turning 18 What is a Temporary Guardianship A temporary guardian may be appointed if it’s likely that there will be immediate and substantial harm to the incapacitated person’s health, safety, or welfare. The person asking to be named guardian is called the petitioner, and the person believed to be incapacitated is called the respondent. A temporary guardianship generally lasts for less than 90 days. Temporary guardianship powers may be limited. The court will specifically order the temporary guardian’s responsibilities. A temporary guardian will go back to court to extend the temporary guardianship until the guardianship becomes permanent. To request a temporary guardian, you'll need to file these forms : 1. Temporary Bond, which must be approved by the court 2. Court Activity Record Information (CARI) for the person asking to become a guardian. CARIs include Criminal Offender Record Information (CORI), juvenile records, and information about civil restraining orders. 3. A verified Motion for Appointment of a Temporary Guardian (MPC 320). The motion must include: o The emergency o The risk o What authority is required o Why you’re asking for the period for giving notice to be waived or shortened, if applicable You should also include information about whether the incapacitated person has completed a Health Care Proxy and/or a Durable Power of Attorney with the motion. If an incapacitated person has a Health Care Proxy and a Durable Power of Attorney and no one disagrees about care plans, you might not need a guardianship. §1.2.10 Powers, Duties and Limitations of a Guardian To the extent permitted by the decree, a guardian is charged with making decisions concerning an incapacitated person’s support, care, education, health and welfare. [§5-309 (a)]. A guardian may exercise her authority only as necessitated by the incapacitated person’s mental and adaptive limitations, and, to the extent possible, must encourage participation in decisions and self reliance. [§5-309]. In addition to the reporting and monitoring requirements, the Code sets out various powers, duties and limitations of a guardian for an incapacitated person. A guardian of an incapacitated person shall, inter alia: 1) take custody and establish a place of abode within or outside the Commonwealth; 2) maintain sufficient contacts to know of the person’s capacities, limitations, needs, opportunities, and physical and mental health; 3) take care of personal effects; 4) commence protective proceedings, if necessary; and 5) apply available money to current needs. [§5-209 (b)]. A guardian of an incapacitated person may: 1) apply for and receive financial support for the incapacitated person; 2) in general, consent to usual and customary medical or other professional care or treatment; and 3) utilize the services of agencies and individuals to provide necessary and desirable social and protective services. [§5-209 (c)]. A guardian may not revoke a health care proxy without court order. [§5-309 (e)]. Moreover, if a health care proxy is in place, absent court order, a health-care decision of the agent takes precedence over that of a guardian. [§5-309 (e)]. A guardian may not admit or commit an incapacitated person to a mental health facility. [§5-309 (f)]. Guardians will need to proceed in the District Courts under G.L. c. 213 for such a commitment. [MA Comment, §5-306A]. A guardian may not admit an incapacitated person to a nursing facility except upon a specific finding by the court that such admission is in the incapacitated person’s best interest. [§5-309 (g)]. The Role of Different Conservatorships in Massachusetts Conservatorships are typically established for individuals who are incapacitated due to coma, advanced Alzheimer’s disease or dementia, or other serious illnesses or disabilities that prevent them from managing their estate. In other words, if an individual is unable to make sound decisions regarding their finances due to their physical or mental condition, a conservatorship may be established to protect their interests. While the backdrop of a conservatorship’s appointment might be due to an adult being sick, the conservator cannot make medical decisions for that individual. This is one of the major differences between a guardian and conservator. The use of conservatorships can be helpful in situations where the incapacitated individual has no other means of support or is vulnerable to exploitation. By appointing a conservator, the court can ensure that the individual’s assets are managed responsibly. However, it’s essential to note that conservatorships can also be controversial, and some individuals may view them as a loss of autonomy and independence. Therefore, it’s crucial to evaluate each case carefully and ensure that conservatorships are only established when necessary and appropriate. Establishing a conservatorship is a sensitive issue In legal terms, a conservatorship refers to a process where a person seeks to be appointed by the court as the conservator or caretaker for someone else referred to as the “protected person.” The conservator is granted the authority to take charge of the financial decisions relating to the protected person. However, in Massachusetts, the court starts from the premise that all adults can make financial decisions, making this process a sensitive matter. Due to the complicated nature of this process, the court may take a few weeks or months before the petition is approved. Financial Conservatorships Financial Conservatorships are, as the name suggests, created to help manage someone’s finances, usually a loved one. Often, these conservatorships are established by adult children to care for aging parents who begin showing signs of Alzheimer’s or other mentally debilitating symptoms. Conservators can be paid for their services. There’s also court supervision involved during the conservatorship. An attorney, like those at our law firm, can help guide conservators through the process of establishing the conservatorship appointment with the court, and with the administration over time in complying with court requirements and reporting. An attorney can also create legal boundaries for any conservatorship agreement, this way any questions of conflict of interests can be put to rest. Emergency Conservatorships. The legal procedure of emergency conservatorship involves the temporary appointment of a conservator, who is tasked with making financial decisions for a protected person who is unable to do so. Even if there is already a petition to establish a financial conservatorship, someone can petition the Probate and Family Law Court to establish a temporary conservatorship. Potential conservators need to state in the petition to the courts why they believe the protected person is in need of a conservatorship. Joint Conservatorships A Joint Conservatorship is a financial conservatorship. However, in a Joint Conservatorship, two conservators are appointed. Joint conservators need to petition the court, as in a more common financial conservatorship. Questions related to the necessity of the conservatorship, the harm prevention, and the actions that the conservators will take, must still be answered. In Massachusetts there’s also the possibility of establishing a Sole Conservatorship. The Role of Different Conservatorships in Massachusetts Conservatorships are typically established for individuals who are incapacitated due to coma, advanced Alzheimer’s disease or dementia, or other serious illnesses or disabilities that prevent them from managing their estate. In other words, if an individual is unable to make sound decisions regarding their finances due to their physical or mental condition, a conservatorship may be established to protect their interests. While the backdrop of a conservatorship’s appointment might be due to an adult being sick, the conservator cannot make medical decisions for that individual. This is one of the major differences between a guardian and conservator. The use of conservatorships can be helpful in situations where the incapacitated individual has no other means of support or is vulnerable to exploitation. By appointing a conservator, the court can ensure that the individual’s assets are managed responsibly. However, it’s essential to note that conservatorships can also be controversial, and some individuals may view them as a loss of autonomy and independence. Therefore, it’s crucial to evaluate each case carefully and ensure that conservatorships are only established when necessary and appropriate. Establishing a conservatorship is a sensitive issue In legal terms, a conservatorship refers to a process where a person seeks to be appointed by the court as the conservator or caretaker for someone else referred to as the “protected person.” The conservator is granted the authority to take charge of the financial decisions relating to the protected person. However, in Massachusetts, the court starts from the premise that all adults can make financial decisions, making this process a sensitive matter. Due to the complicated nature of this process, the court may take a few weeks or months before the petition is approved. Financial Conservatorships Financial Conservatorships are, as the name suggests, created to help manage someone’s finances, usually a loved one. Often, these conservatorships are established by adult children to care for aging parents who begin showing signs of Alzheimer’s or other mentally debilitating symptoms. Conservators can be paid for their services. There’s also court supervision involved during the conservatorship. An attorney, like those at our law firm, can help guide conservators through the process of establishing the conservatorship appointment with the court, and with the administration over time in complying with court requirements and reporting. An attorney can also create legal boundaries for any conservatorship agreement, this way any questions of conflict of interests can be put to rest. Emergency Conservatorships The legal procedure of emergency conservatorship involves the temporary appointment of a conservator, who is tasked with making financial decisions for a protected person who is unable to do so. Even if there is already a petition to establish a financial conservatorship, someone can petition the Probate and Family Law Court to establish a temporary conservatorship. Potential conservators need to state in the petition to the courts why they believe the protected person is in need of a conservatorship. Joint Conservatorships A Joint Conservatorship is a financial conservatorship. However, in a Joint Conservatorship, two conservators are appointed. Joint conservators need to petition the court, as in a more common financial conservatorship. Questions related to the necessity of the conservatorship, the harm prevention, and the actions that the conservators will take, must still be answered. In Massachusetts there’s also the possibility of establishing a Sole Conservatorship. Court Required Duties as a Conservator In order for your conservatorship appointment to be finalized, the court must approve both a decree and a bond. Once approved, you are responsible to the court and to the Protected Person as follows: GENERAL DUTY As a Conservator, you are a fiduciary responsible for managing the property of the Protected Person. Consequently, you must observe the standards of care applicable to trustees. You may exercise the authority only as authorized by the court’s decree. As a Conservator, you also have an obligation to the Protected Person. To the extent possible, this obligation involves encouraging the Protected Person to participate in decisions, to act on their own behalf, and to regain the ability to manage their estate and business affairs. INVENTORY You must file an Inventory (MPC 854 or MPC 854a) within90 days of your temporary and/or permanent appointment. The purpose is to identify the assets of the protected person. See G. L. c. 190B, § 5-417. ANNUALACCOUNT You must file an annual Account (MPC 853 or MPC 853a) for allowance. The annual Account must be filed with a Petition for Allowance (MPC 857). Your account is due each year within 60 days of the anniversary date of your appointment. Your account must be personally presented to the court, unless otherwise court ordered. The purpose is to present an accounting of your financial transactions and current status of the conservatorship estate during the accounting period. See G. L. c. 190B, § 5-418. FINAL ACCOUNT You must file a final Account (MPC 853 or MPC 853a) for allowance when you resign, are removed or when the protected person dies or the conservatorship terminates. The final Account must be filed with a Petition for Order of Complete Settlement (MPC 860). Your final account is due within 60 days of the terminating event. The purpose is to present an accounting of all financial transactions and the final status of the conservatorship estate during the accounting period. See G. L. c. 190B, § 5-418 FINANCIAL PLAN You must file a Conservator’s Financial Plan (MPC 861) ONLYif court ordered. The financial plan must be filed by the date ordered by the court, or if no date is specified, within 60 days of the date of the court order. See G. L. c. 190B, § 5-416(c). CHANGE AUTHORITY You must file a Petition to Expand/Modify/Limit Powers (MPC 230) if you need to change your statutory authority under the law for any reason. For more details, see G. L. c. 190B, §§5-407, 5-423, 5-424, 5-425. CHANGEOF ADDRESS . You must notify the court if the address of you or the protected person changes. See G. L. c. 190B, § 5-412.□ DEATH OF PROTECTED PERSON You must notify the court if the protected person dies. A copy of the death certificate must be filed. A final account of your administration as Conservator is required. See G.L. c. 190B, § 5-429.□ RESIGNATIONAS CONSERVATOR You must file a Petition for Resignation (MPC 202) if you no longer wish to serve as a conservator. See G. L. c. 190B, § 5-429. The purpose is to determine if a successor is necessary. TERMINATION OF CONSERVATORSHIP You must file a Petition for Termination (MPC 203) if the protected person no longer requires conservatorship. See G. L. c. 190B, § 5-419. The purpose is to end the administration and transfer title to estate assets back to the formerly protected person. At Bentley Law Group we navigate you through the choppy waters of Guardianship and Conservatorship with caring practitioners who know the process from our successful representation for clients in these situations. Call the professionals today and get your loved ones protected.
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