Is the capacity assessment used to start a guardianship application different from the one used to activate a POA?
They can involve the same underlying legal capacity test under the Substitute Decisions Act, but the process and purpose around each assessment differ. Activating a continuing power of attorney for property, where the document requires a determination of incapacity before the attorney can act, generally depends on however the specific document defines that trigger — some require a formal capacity assessment by a qualified assessor, while others allow a different method the grantor specified when they signed it, such as confirmation from a named physician.
A capacity assessment used to support a guardianship application, by contrast, is generally the formal assessment recognized under the Act, since guardianship is a court process (or, for statutory guardianship of property, an administrative one) that specifically relies on that qualified assessment as its evidentiary foundation. Because a power of attorney, if valid and appropriately triggered, is usually a faster and less intrusive alternative to guardianship, it's worth checking the specific wording of any existing document carefully before assuming a full guardianship application is necessary. Get legal advice to determine exactly what your specific power of attorney requires and whether it can be activated instead of pursuing guardianship.
Key takeaways
- Both processes can rely on the Act's capacity test, but the trigger mechanism differs by document and purpose.
- A power of attorney's activation depends on how that specific document defines the incapacity trigger.
- Guardianship applications generally rely on the formal capacity assessment recognized under the Act.
- Check an existing power of attorney's exact wording before assuming a full guardianship application is needed.