Get Texas Guardianship Client Information Worksheet

Filling out the Texas Guardianship Client Information Worksheet is an essential first step in the guardianship application process. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently in a digital format.

Follow the steps to successfully complete the worksheet.

1. Press the ‘Get Form’ button to access the Texas Guardianship Client Information Worksheet. This will allow you to open the form and begin entering the necessary information.
2. Start with Section I, where you will provide the Applicant's legal name, relationship to the Proposed Ward, and residence address. Make sure to fill in the home and cell or business phone numbers, date of birth, and the last three digits of the driver's license and social security numbers.
3. If applicable, complete the Co-Applicant section with similar details, ensuring that the Co-Applicant is a parent of the Proposed Ward.
4. Move to Section II, which asks about the qualifications of the Applicants to serve as Guardians. Answer 'Yes' or 'No' to questions regarding any felony convictions, accusations of injury to a child, community reputation, investigations by protective services, and any potential financial conflicts.
5. Section III requires information about translation needs. Indicate whether an interpreter is needed and provide their contact details if necessary.
6. In Section IV, enter the Proposed Ward's legal name, date of birth, and residence address. Describe the nature of their incapacity, race, and social security number. Answer questions related to Medicaid eligibility and current living arrangements.
7. Proceed to Section V, listing immediate family members and confirming their agreement with the guardianship. Provide their legal names, addresses, and contact information.
8. Section VI asks for a description of the Proposed Ward’s assets, including real property, bank accounts, automobiles, and other personal property. Fill out the estimated values and relevant details.
9. Complete Section VII by answering questions regarding the Proposed Ward's income sources and their ability to pay court costs. This includes information on representative payees and financial dependencies.
10. Once all sections are complete, save your work periodically by using the save feature. After finalizing the form, save it one last time and either share it via email or print and fax it to the indicated office.

Start filling out the Texas Guardianship Client Information Worksheet online today to get the process underway.