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Guardianship Petition

Draft Guardianship Petitions in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

  • Medical Certificates & Capacity Evaluations
  • Party Information Sheet

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Guardianship Petition skill uses AI to draft comprehensive, court-ready petitions for the appointment of a guardian over incapacitated adults or minors. It covers every required section—from jurisdiction and standing to incapacity allegations, least-restrictive-alternative analysis, and scope-of-authority requests—all tailored to your specific state's statutory framework.

Drafting guardianship petitions is one of the most detail-intensive tasks in probate and family law. Attorneys must navigate jurisdiction-specific statutory requirements, synthesize complex medical evidence into legal allegations, conduct least-restrictive-alternative analyses, and ensure every required party receives proper notice—all while maintaining precise formatting and consecutive paragraph numbering.

CaseMark automates the entire guardianship petition drafting process by analyzing your uploaded medical evaluations, party information, and prior legal instruments. The AI maps each document to the appropriate petition section, generates jurisdiction-specific statutory citations, and produces a complete, court-ready petition that you can review, refine, and file with confidence.

How it works

  1. 1. Upload medical evaluations, party details, and any prior legal instruments

  2. 2. AI analyzes documents and maps them to your jurisdiction's guardianship statute

  3. 3. Review the fully drafted petition with numbered paragraphs and statutory citations

  4. 4. Export the court-ready petition in your preferred format (DOCX, PDF)

What you get

  • Caption & Case Header

  • Jurisdiction & Venue Allegations

  • Petitioner's Standing & Qualifications

  • Ward's Circumstances & Incapacity Allegations

  • Least-Restrictive-Alternative Analysis

  • Scope of Authority & Powers Requested

  • Notice List & Service Requirements

  • Prayer for Relief & Verification

What it handles

  • Jurisdiction-specific caption and statutory citation formatting

  • Incapacity allegations with medical evidence integration

  • Least-restrictive-alternative analysis and scope-of-authority requests

  • Automatic notice list generation for all required parties

  • Financial estate summary with asset and liability detail

  • Prayer for relief with tailored guardianship powers

Required documents

  • Medical Certificates & Capacity Evaluations

    Physician certificates, neuropsychological evaluations, or functional capacity assessments documenting the proposed ward's incapacity

    .pdf, .docx

  • Party Information Sheet

    Names, dates of birth, addresses, and relationships for the petitioner, proposed ward, and all persons entitled to notice

    .pdf, .docx, .xlsx

Supporting documents

  • Prior Powers of Attorney or Advance Directives

    Existing legal instruments that may bear on the least-restrictive-alternative analysis

    .pdf, .docx

  • Financial Records

    Ward's asset statements, income records, and liabilities for estate guardianship petitions

    .pdf, .docx, .xlsx

  • Prior Guardianship Orders

    Any existing guardianship or conservatorship orders from other jurisdictions

    .pdf, .docx

Why teams use it

Reduce petition drafting time from hours to minutes while maintaining statutory compliance across all 50 states

Ensure no critical section is missed with AI-guided coverage of standing, incapacity, alternatives, notice, and relief

Automatically integrate medical evidence and financial data into properly structured allegations

Produce consistently formatted, professionally numbered petitions ready for court filing

Questions

Does this work for both adult and minor guardianship petitions?

Yes. CaseMark's guardianship petition skill handles petitions for incapacitated adults as well as minors. The AI adapts the allegations, statutory citations, and scope-of-authority sections based on the ward's age and circumstances.

How does CaseMark handle different state guardianship statutes?

CaseMark tailors the petition to your specific filing jurisdiction, including the correct court division (probate, family, or surrogate's), applicable statutory citations, and local formatting conventions. You simply identify the state and county, and the AI handles the rest.

Can it draft both person and estate guardianship petitions?

Absolutely. CaseMark can draft petitions covering guardianship of the person, guardianship of the estate, or both. The AI adjusts the scope-of-authority requests and financial disclosures based on the type of guardianship you're seeking.

Does the petition include a least-restrictive-alternative analysis?

Yes. CaseMark automatically generates a least-restrictive-alternative analysis section, which is required in most jurisdictions. The AI evaluates prior instruments like powers of attorney and advance directives to demonstrate why full or limited guardianship is necessary.

What medical documentation do I need to upload?

You should upload physician certificates, capacity evaluations, and any functional assessments you have. CaseMark extracts the relevant clinical findings and integrates them into the incapacity allegations with proper citations to the supporting evidence.

Is the output ready to file with the court?

CaseMark produces a substantially complete, court-ready petition with consecutively numbered paragraphs, proper captions, and statutory citations. You should review the draft for accuracy, attach required exhibits, and confirm compliance with any local filing rules before submission.

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