World Congress on Adult Guardianship
Thank you to everyone who attended the 3rd World Congress on Adult Guardianship in Washington, DC. in 2014. We hope to see you again at future World Congresses.
Transfer and Transition Protocols / Intake Staffing Case Transfer / Notice Willingness to Serve (3 documents) Submitted by Catherine Robbins, Maricopa County Public Fiduciary: This protocol sets forth the Guidelines for Voluntary Fiduciary Case Transfers and Transitions between the Private Professional Fiduciary and the Public Professional Fiduciary. This guideline is aspirational in nature to enable fiduciaries to most importantly achieve successful case transitions with minimal or no interruption in fiduciary services for the persons or estates under their care. The second most important emphasis is placed on ensuring case compliance with the Courts, Rules, and Laws. This is a living document and requires active use and periodic revision to maintain compliance with governing authorities and professional standards. #5a5b5c
Guidelines for Voluntary Fiduciary Case Transfer and Transition Protocols
Intake Staffing Case Transfer Form
Notice of Willingness to Serve as Conservator