Adult Guardianship Services

MHANI’s Guardianship services work with senior adults and adults with disabilities by:

+ Protecting their individual rights through person-centered decision-making

+ Encouraging autonomy while providing systems of support

+ Advocating for best practices and care

MHANI comes alongside clients who are incapable of managing their own affairs, such as diet, housing, finances, and medical decisions. Clients must:

+ Live in 24/7 care facilities

+ Receive Medicaid/Medicare and Social Security

+ Have no viable alternatives, such as family or friends to act as guardian

+ Reside in one of our 10 served counties: Allen, Adams, Huntington, Kosciusko, Lagrange, Noble, Steuben, Whitley, Wells, and Wabash

Our guardian staff members are only one part of a whole system of care for these individuals. This system includes:

• Care providers- those who provide housing and direct care to our clients

• Volunteer Advocates- community members who visit with our clients to provide supplementary support and advocacy

• Advisory Board- a panel consisting of legal professionals, therapists, behavior consultants, and other professionals that meets with our Guardianship team to guide decision-making

Referral eligibility requirements:

+ 18 years of age or older

+ Living in a 24/7 supervised facility

+ Receiving Medicaid, Medicare, and Social Security benefits

+ No other family or friends able to serve as guardian

The Guardianship Referral Process:


1. MHANI receives a Referral Form and Physician’s Order

2. MHANI Completes a Face-to-Face Assessment

3. MHANI and potential client attend a court hearing (schedule a court hearing can take 8 – 12weeks)

4. The court appoints guardianship and provides parameters (guardianship fees of $35 a month may be collected).

Explanation of Referral Forms:

All forms are linked below and are fillable PDFs for electronic completion on your computer.

The “New Referral” form is for individuals who do not currently have a guardian.

The “Successor Referral” form is for individuals who currently have a guardian,

but the guardian wishes to resign.

The “Physician’s Report” is required for both new referrals and successor referrals.

Completed referral forms and physician reports can be emailed to awilt@mhanortheastindiana.org for review.


If you have any questions before filling out a form, or just general questions about guardianship, we are happy to help. Please call us at 260-422-6441 and leave us a message. Or email us at awilt@mhanortheastindiana.org.

Get Involved in Guardianship

Sponsor a Guardianship Client!

Sponsoring a client’s monthly guardianship fees will directly contribute to their safety, security, and overall well-being. Your donation of $35 a month will enable clients to receive the care and attention they require, ensuring their rights are protected and daily needs are met.

Volunteer

Volunteer advocates are an integral part of the MHANI Guardianship team. Volunteers visit with clients to offer companionship and support, as well as to advocate on the client’s behalf.

Advocates must be at least 21 years old or enrolled in an education program. Typical visits are approximately one (1) hour and occur twice a month. Hours are flexible and can include evenings and/or weekends. Volunteers must be able to dedicate at least 2-4 hours per month.​

Visit our Volunteer Tab to learn more.

Frequently Asked Questions

Guardianship is a legal process that gives an individual or entity the power to make decisions on behalf of an incapacitated individual, who cannot make sound decisions by themselves.

An incapacitated individual is an adult (18 years or older) who has been determined by a court of law to not be able to manage their own affairs including food, clothing, shelter, and finances because of a mental condition. Mental conditions range from a mental illness, to developmental and intellectual disabilities, to other disorders that affect an individual’s cognitive functioning.

Severe mental disorders, dementia, or intellectual and developmental disabilities can temporarily or permanently incapacitate an individual. An incapacitated individual has been deemed by the court as unable to manage his or her own affairs, such as making medical decisions, managing finances and other assets, and accepting treatment options.

When an individual becomes legally incapacitated, a guardian may be put in place to manage their affairs for them. This is a legal process managed by the Probate court. Typically, a family member is chosen as guardian, but if there are no available family members, a professional guardian may be assigned.

An individual 18 years of age or older who has no felony or gross misdemeanor record can technically be a guardian. However, it is up to the court granting the guardianship to determine if the individual is the best guardian for the incapacitated person.

A family member or friend of the individual is preferred when selecting a guardian. During the legal process, recommendations for a guardian is made, and the court can confirm or deny the recommendation. However, if a relative or friend is unavailable or unwilling to make the commitment to be guardian, a professional guardian can be put in place. Mental Health America of Northeast Indiana (MHANI) offers professional guardianships of this manner.

Since establishing guardianship of a protected person may remove certain rights (such as the right to vote, marry, and own property), it is best to try and find alternatives to guardianship before filing a petition. Typically, these alternatives can only be put into place if the individual is still capacitated.

1. Appointing a medical power of attorney to make medical decisions if the individual becomes too incapacitated to do it themselves
2. Appointing a financial power of attorney to ease the burden of financial management
3. Adding a trusted person as a signatory to the individual’s bank account, so they can handle all banking transactions on behalf of the individual
4. Appointing a representative payee to receive and manage Social Security income
5. Establishing a special needs trust
6. Supported Decision-Making may be an alternative for individuals who are seeking assistance with decision-making and a self-directed lifestyle.

Guardianship is a legal process. Since a guardianship can remove considerable rights from an individual, the person or entity filing for a guardianship must fully demonstrate that the individual is not capable of making sound decisions on their own. Additionally, alternatives to guardianship should be pursued before filing for a guardianship.

A petition for guardianship typically follows these steps:
1. A preliminary investigation is used to demonstrate a need for guardianship during the hearing.

2. To start the court proceedings, a petition, or official request for a guardian, must be prepared, signed, and filed by the person or entity that believes the individual needs a guardian. It is recommended that you consult with an attorney familiar with guardianship proceedings before filing a petition.

3. After the petition, a hearing date is set and summons to appear is sent to the individual in need of guardianship. This summons also serves as the official notice to the individual that someone has petitioned for their guardianship.

4. On the specified date and time, the hearing is held. At this point evidence is presented about the need for guardianship. Typically an attorney represents the individual at the hearing. After all evidence has been presented, the judge confirms or denies the petition for guardianship.

5. If the petition is confirmed, it is determined if the proposed guardian is eligible and able to serve in that capacity. If the proposed guardian is accepted, the responsibilities and limits of the guardian are defined to ensure that the best interests of the individual are met.The clerk will then file letters of guardianship that will allow the guardian to make decisions on the individual’s behalf. At this time, the guardian makes an oath to serve the ward and accepts the letter of guardianship.

Guardianship is not intended to be a life-long arrangement. In some cases, an individual may remain incapacitated their entire lives, to the point that they need a guardian as long as they are alive. However, in cases of temporary incapacitation, it is expected that the rights of the individual be returned once they regain capacity.

An annual review is completed with every guardianship case to ensure that the guardian is still needed. Sometimes, with proper treatment and handling of affairs, an individual can become competent enough to manage their own affairs once again. At this point the guardian would be removed, and the individual would have all rights returned to them.

Guardianship can also be terminated if it is found that the guardian is neglecting his or her duties or has been conducting themselves inappropriately as a guardian.

Still have questions? Contact us for more information.

Other Resources

If the person you have identified as possibly needing a guardian does not meet our referral eligibility requirements, the resources below may be able to assist.

Leesa Ackerman Board Certified Patient Advocate

Force Care Coordination +, LLC

TRANSITIONS GUARDIANSHIP LLC- Sue Crooke

Indiana Legal Services, Inc.

Additional Resources

Disclaimer

Mental Health America of Northeast Indiana is a non-profit organization that provides information on guardianship, mental health resources, and educational programs. This website is not intended to provide legal advice regarding establishing, maintaining, or terminating guardianships. It is highly recommended that you speak with an attorney who specializes in elder law before pursuing guardianship.

This program is partially supported by a grant from the PHP Foundation.