1.     Valid physician's report (completed by a physician or a PhD psychologist) including:

• Nature of disability
• Extent of disability
• Rehabilitation/habilitation potential
• Appropriate living arrangement (nursing home, etc.)
• Clear statement of need for guardianship (estate, person, limited)

2.     Verification that all family members have been notified with names, addresses and phone numbers provided – if unable to locate family members, describe efforts and results in attempts to notify.

3.     Estates of $25,000 or more (at least $25,000 in liquid assets) – provide verification.

4.     Professional Care Management assessment whenever possible to evaluate for recommendations and guardianship alternatives.

5.     Disclosure of any lawsuits, liens, indebtedness, or pending legal action.

6.      All cases must be approved by the Surrogate Guardian Services, Inc. president or clinical manager.  Any exceptions to the above must first be approved by the president.

7.      Surrogate Guardian Services will have legal representation on all cases.