Survey: Guardianship and Conservatorship in Minnesota
 
Our Minnesota survey has now been replaced by a  national survey done in partnership with the National Association to Stop Guardianship Abuse (NASGA)


Visit us at ProbateWatch.org for updated links to our latest surveys.


                                     Copyright  2019-2020 ProbateWatch.org  - All Rights Reserved

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Section 1. Protected Person/Wards Information
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1a. Ward's Name:
1b.  Ward's gender:
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1c. Ward's  age:
If the ward is no longer alive, provide the wards age at time of death.
1d.  Ward's age when placed under guardianship/conservatorship:
1e. Guardianship/conservatorship case number:
1f.  Rate experience with probate court system.
Please rate the overall experience for the ward.  Enter 5 for neutral or no opinion.
Bad- Ward was harmed by probate court invovement
Good - Ward benefited from probate court invovement
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Section 2. Probate Hearing Information
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2a. What county was guardianship/conservatorship ordered in?
2b. Who was the judge or judicial officer?
2c. What year did the guardianship/conservatorship become active?
2d. Was this an emergency guardianship/conservatorship?
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2e. Did the ward have a documented POA and health care directive?
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2f.  Was there any conflict over who the ward had designated as POA and health care advocate?
If Yes - Please describe conflict.
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Describe conflict over POA or heath care advocate:
2g.  Was the ward properly notified of the probate court hearing?
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2h.  Did the ward attend the probate court hearing?
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2i.  Identify any interference with the ward attending the probate court hearing?
Also,  please describe interference.
Additional details of Interference:
2j.  Was the ward cross-examined on the stand to determine competency?
If Yes - Please explain the effects of cross-examination.
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Effect of cross-examination:
2k.  Were other family members or interested parties properly notified and given option to attend guardianship hearing?
If No - Please describe problems with notification.
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Problems with notification:
2l. What was the reason that the probate court became involved in the wards life?
Check all that apply and please provide additional information if possible.
Additional information on how probate court became involved:
2m.  What was the motivation behind probate court involvement?
Please provide additional information on motivation.
2n. Was competency evaluation performed by a qualified professional?
If No -  Describe provide additional details.
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Details of competency evaluation:
2o.  Was incapacity based on an accurate diagnosis?
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2p. What was enacted by court?
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2q. Were any least restrictive means evaluated?
If Yes - Please describe below.
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Describe least restrictive evaluation:
2r.  Did family member attempt to be appointed guardian before a professional guardian was appointed?
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2s. Did ward retain their right to vote?
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2t.  Was  DHS or Adult Protection involved with ward before guardianship process?
If Yes - Please describe involvement.
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Describe DHS/Adult Protection involvement:
2u. Was there any involvement from other agencies ( VOA, LSS, AARP)?
If Yes - Please describe below.  
Describe involvement from agencies:
2v. Do you suspect  any conflict-of-interest  between the ward's attorney, court officials or guardian/conservator?
If  yes - Please describe below.
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Describe conflict-of-interest:
2w.  Do you feel that there was any misconduct or bias by judicial staff:
If Yes - Please describe:
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Describe judicial misconduct:
2x. Please provide any other comments about the probate hearing:
Section 3: Protected Person Attorney Information
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3a. Did ward have own attorney or was court appointed attorney used?
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3b. Name of ward's attorney:
3c. Was ward denied a private attorney of their choice?
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3d. Did the ward's attorney properly represent the ward?
If No - Please describe how not.
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Describe attorney's actions:
3e.  Did ward request anyone else be present when meeting with attorney?
If Yes - Please list who the ward requested.
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List who the ward requested to meet with attorney:
3f.  Was ward allowed to have anyone else with them?
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3g. Please provide any other comments about the protected person's attorney:
Section 4: Your Involvement In Guardianship/Conservatorship
We would like to know about your personal involvement with the ward.
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4a. Your relationship to the ward:
If half-sibling, step-child, cousin or other type of relative, please provide additional details.
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Details on relationship:
4b.  Did you try unsuccessfully to get help for ward before guardianship/conservatorship?
If Yes - Identify agencies/organizations below and describe if possible.
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Agencies contacted for help before guardianship:
Describe assistance sought before guardianship/conservatorship:
4c.  Did any agencies attempt to help and if so how?
If Yes - Identify agencies/organizations below and describe if possible.
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Attempts to help ward:
4d. Did you attend or play a role in the guardianship hearing?
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4e.  Did you hire legal counsel to represent you?
If Yes - Please list your attorney. If multiple attorney's were involved, please describe.
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Attorney Name:
4f.  Were you satisfied with your attorney's performance?
If No - Please describe how you were unsatisfied.
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Describe attorney's performance:
4g. Did you incur legal expenses or other financial loss as a result of the guardianship/conservatorship?  
If Yes - Please enter estimated amount of loss and describe type of loss such as attorney fees, travel expenses, lost work, ruined career or business, etc.
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Amount of loss:
Describe your financial loss:
4h.  Did you contest the guardianship/conservatorship?
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4i. Were you ever accused of unduly influencing the ward?
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4j.  Have you been ordered to not discuss the guardianship/conservatorship with the ward or others by either the guardian or court officials?
If Yes - Please describe circumstances below.
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Describe circumstances behind order:
4k.  Were you penalized for questioning guardian's or conservator's actions?
If Yes - Please provide additional details.
Describe how you were penalized:
4l.  Did you try unsuccessfully to get help for ward after guardianship/conservatorship?
If Yes - Identify agencies/organizations below and describe if possible.
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Agencies contacted for help after guardianship:
Describe assistance sought after guardianship/conservatorship:
4m.  Did any agencies attempt to help and if so how?
If Yes - Identify agencies/organizations below and describe if possible.
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Agencies attempted to help ward:
4n. Have you experienced personal trauma as a result of this guardianship?
If you have experienced trauma, please provide additional details:
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Details of personal trauma due to guardianship/conservatorship.
4p. Have you sought therapy or mental health counseling as a result?
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4q. Please provide any other comments about your involvement with ward:
Section 5: Guardian/Conservator Information
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5a. Who was assigned as guardian?
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Name of guardian:
5b.  Who selected/recommended this guardian?  
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5c.  Has the guardian issued timely and accurate well-being reports to the court and all parties?
If Not - Please describe delays or inaccuracies of reports.
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Well-being report issues:
5d. Who was assigned as conservator?
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Name of conservator:
5e.  Who selected/recommended this Conservator?  
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5f. Has conservator issued timely and proper financial reports to the court and all parties?
If Not - Please describe delays or inaccuracies of reports.
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Financial report issues:
5g. Has there been any litigation in probate court after guardianship/ conservatorship enacted?
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5h. If litigation occurred, do you feel that the outcome was fair or had otherwise positive results?
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5i.  Has there been any change of guardian or conservator for the ward?
If Yes - Please describe.
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Change in guardian or conservator:
5j. Please provide any other comments about wards guardian/conservator:
Section 6: Protected Person’s Care and Life
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6a. Has guardian honored the wishes of the ward?
If No - Please describe below.
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Describe how wishes were disregarded:
6b. Was ward moved to a care facility by the guardian?
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6c. Was the move against the wishes of the ward?
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6d. Describe type of facility:
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6e. Was the reason given to place the ward valid?
Please provide additional details if reason for placement not justified or due to fabricated scenario.
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Details on unjustified reasons for placement:
6f.  How long after the guardian was appointed was the ward placed in a facility?
6g.  How did the ward feel about the facility after being moved there?
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6h. Has the ward received proper medical care?
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6i. Has the ward been isolated from specific medical professionals?
Select all that apply:
Describe or list other medical care not provided:
6j. Did the ward deteriorate under guardianship?
Select all that apply:
Describe any additional decline of ward:
6k. Did the guardian cancel or otherwise mismanage medical or dental insurance for the ward?
If Yes - Please describe how.
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Describe how insurance was mismanaged:
6l. Has the ward been isolated from any family members or others without due cause?
If Yes - Please indicate how isolated.
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Methods of Isolation:
6m. Has the guardian failed to protect the ward from any family or friends with a history of abusive behavior?
Please describe circumstances if possible.
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Describe circumstances behind abuse:
6n.  Have there been any any problems with staff or the facility management where the ward lives?
Please include details or describe other issues with staff or the facility:
6o. Has the guardian properly addressed issues with facility or staff?
If No - Please describe.
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Facility issues not addressed:
6p.  Have there been any problems with other people?
Please include details of problems:
6q. Has the guardian properly addressed issues?
If No - Please describe.
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People issues not addressed:
6r. Is the ward still alive?
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6s. If no longer alive, what year did the ward die?
6t.  If no longer alive, did guardianship play a roll in an early death?
If Yes - Please identify how.
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Guardianship's roll in an early death:
6u. Was ward placed under hospice by guardian?
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6v. Was ward terminally ill when ward entered hospice?
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6w. Did hospice inappropriately speed wards death?
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6x. Please provide any other comments about wards care and life:
Section 7: Protected Person’s Estate
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7a. What was the estimated value of the ward's estate when the guardianship/conservatorship was put in place.
7b. Were all the ward's assets included in the guardian's initial inventory?
If No - Describe assets omitted.
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Assets omitted from inventory:
7c. How much did probate court costs and legal fees cost the wards estate?
7d. How much has guardian/conservator fees cost the wards estate?
7e. Have the guardian/conservator fees been appropriate for the work performed?
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7f.  Did the guardian/conservator use ward's assets to pay for unnecessary expenses or services?
If Yes - Please describe the type of expenses and how much was spent.
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Describe unnecessary expenses:
7g. Did the ward have a home that was sold by the guardian/conservator?
If yes, please estimate the property value of the home.
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Estimated value of home:
7h. Was the home sold for significantly less than fair market value?
If yes, please estimate amount under value.
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Estimate amount of property value loss:
This would be the amount lost by the wards estate due to an undervalued sale.
7i. Did the ward have other property or other assets that were sold by the Guardian/Conservator?
If Yes - Please describe.
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Property or assets sold:
Provide additional description of property:
7j. Have the assets and property of the ward been used properly for his/her benefit?
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7k.  Are there assets or property of the ward's estate that is unaccounted for?
If Yes - Please describe assets or property.
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Assets or property unaccounted for:
7l.  If property and assets of the ward have been taken improperly, please estimate the value.
7m. Have interested parties been kept informed of detailed spending and the annual value of the estate?
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7n.  Has ward's estate been depleted so that ward became under state assistance?
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7o.  If ward is under state assistance, provide an estimate of the annual cost to the state.
7p. Please provide any other comments about wards estate:
Section 8. Guardianship/Conservator Advocacy
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8a. Your name:
8b. Your e-mail:
8c. Your phone number:
8d. Your mailing address:
8d. Would you be interested in joining a grass-roots effort to reform the guardianship and conservatorship system?
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8e. Would you be willing to talk privately about your experience?
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8f. Would you be willing to talk publicly about your experience?
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Section 9. Additional Information
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If you have any additional information or documentation that you would like to provide, or if you have any feedback or suggestions on this survey, you can add additional comments or information below.

If you wish to provide additional updates to your survey inputs, you can do so if you save the current URL for the the survey on your web site browser.

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Additional comments:
Where did you hear about this survey?
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Additional Resources on Guardianship/Conservatorship
The following organization can provide useful information on problems with the guardianship/conservatorship industry.  

National Association to Stop Guardian Abuse (NASGA):

          https://stopguardianabuse.org/


The NASGA web site contains many stories of seniors and their families who have been affected by guardianship abuse.  If you want to share your experience, we encourage you to join NASGA and add your story.  


                                           Copyright  2019-2020 ProbateWatch.org  - All Rights Reserved


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