The guardianship process in Texas is detailed, technical, and court-supervised from beginning to end. Here is a clear overview of how the process typically unfolds in Travis County:
Step 1: Medical Assessment — The proposed ward is evaluated by a licensed physician, who completes a Physician's Certificate of Medical Examination documenting the nature and extent of the individual's incapacity. This certificate is required by the court before an application can be heard.
Step 2: Application Filed with Travis County Probate Court — The guardianship application is filed with the appropriate probate court in the county where the proposed ward resides. In Travis County, guardianship matters are heard in the Travis County Probate Courts, located at 1000 Guadalupe Street, Austin, Texas 78701. The application must clearly establish the need for guardianship and the qualifications of the proposed guardian.
Step 3: Personal Service on the Proposed Ward — The proposed ward must be personally served with notice of the proceedings by a constable, sheriff, or other authorized officer. This ensures the ward has the opportunity to respond.
Step 4: Court-Appointed Attorney Ad Lit — The court appoints an independent attorney ad litem to represent the interests of the proposed ward throughout the proceedings. This attorney's sole obligation is to the ward, not to the applicant.
Step 5: Guardian Registration and Background Check — The proposed guardian must register with the Texas Judicial Branch Certification Commission (JBCC), complete a required online training course, and submit to a criminal background check.
Step 6: Hearing — A hearing is scheduled before the probate court. Evidence and testimony are presented regarding the proposed ward's incapacity and the applicant's qualifications to serve as guardian. Having experienced legal representation at this stage is critical.
Step 7: Court Order and Bond — If the court approves the guardianship, an order is entered appointing the guardian. The court may require the guardian to obtain a surety bond to protect the ward's assets.
Step 8: Oath and Letters of Guardianship — The guardian takes an oath of office and, if required, posts the bond. Once both steps are complete, the court clerk issues Letters of Guardianship — the official document confirming the guardian's legal authority to act on behalf of the ward.
Step 9: Ongoing Reporting — A guardianship does not end at appointment. Guardians have ongoing annual reporting obligations to the court — including annual reports on the ward's condition and annual accountings of the ward's finances. Failure to meet these obligations can result in removal.