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Declaration Of Proposed Guardian Certified Form. This is a Washington form and can be use in Spokane Local County.
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Tags: Declaration Of Proposed Guardian Certified, 08, Washington Local County, Spokane
(Copy Receipt)
(Clerk’s Date Stamp)
SUPERIOR COURT OF
WASHINGTON
COUNTY OF ___________________
In the Guardianship of:
CASE NO. __________________________
_____________________________________
DECLARATION OF PROPOSED
GUARDIAN (Certified)
(DCLR)
1. Personal Information.
Name of Proposed Guardian: ___________________________________________________
Certified Professional Guardian #: _______________________________________________
Mailing Address of Proposed Guardian: ___________________________________________
Street Address (if different): ____________________________________________________
City/State/Zip: _______________________________________________________________
Telephone Number: _________________________ Fax Number: _____________________
Email Address: ____________________________________________
2. Certified Status. The proposed Guardian is a certified professional Guardian in the State of
Washington. Attached as Exhibit A to this Declaration is a summary listing the educational
programs (pertaining to Guardianships or fiduciary matters) which the proposed Guardian and
its employees have attended during the past twelve (12) months.
3. Business Form. The form in which the proposed Guardian does business is:
sole proprietor
partnership
trust company
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corporation
non-profit corporation
4. Identification of Principals of Proposed Guardian. List the name of each member of the
board of directors, officer, and owner of the business of the proposed Guardian and their title:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
5. Individual Certified Guardians. List each certified Guardian in the employ of the
Guardian who may have responsibilities in this case and the individual certified Guardian who
will have supervising responsibility in this case.
____________________________________________.
6. Relationship to Allegedly Incapacitated Person. The proposed Guardian has the following
relationship with the Incapacitated Person _________________________________________.
7. Guardian’s Organizational Structure.
(a) Date the proposed Guardian began doing business: ____________________________.
(b) Allocation of job responsibilities: __________________________________________
______________________________________________________________________.
(Brochures or other printed materials may be attached as an Exhibit in response to this
question.)
1. Criminal Background Checks. Does the proposed Guardian conduct criminal background
checks pursuant to RCW 43.43.832 on all employees or volunteers who will or may have
unsupervised access to the Incapacitated Person?
Yes
No
2. Criminal and Disciplinary History. Provide the following information for the proposed
Guardian and for each of its principals and employees who are certified professional Guardians.
However, do NOT include employees who are neither principals nor certified Guardians:
(a) Circumstances leading to removal as a Guardian or as a fiduciary for breach of fiduciary
duty or for any other reason:
____________________________________________________
_______________________________________________________________________.
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(b) Criminal proceedings for a felony or misdemeanor involving moral turpitude, which resulted
in a finding or plea of guilty (attach an explanation as an exhibit explaining why this
individual is employed by the proposed Guardian):
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________.
(c) Civil proceedings in which there was a finding of dishonesty, misappropriation of funds,
breach of fiduciary duty, or mistreatment of any person (identify any civil proceedings where
there was a settlement, even if such settlement was without specific findings by the Court):
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________.
(d) Reported disciplinary proceedings by a disciplinary body or licensing agency that resulted in
a finding of misconduct (including proceedings by a professional organization such as a
state bar association, a medical disciplinary review board, etc.): ___________________
___________________________________________________________________________
___________________________________________________________________________.
1. Bond/Insurance. The nature and extent of the proposed Guardian’s insurance coverage
available to provide protection in the event of financial loss or personal harm caused by the
negligent or intentional conduct of the proposed Guardian, its employees or agents (list the
companies with which insurance or bond is obtained, the policy limit and deductibles) is:
___________________________________________________________________________
___________________________________________________________________________.
2. Compensation and Reimbursement. The proposed Guardian’s compensation schedule is
as follows (include the different hourly rates for various services): ______________________
____________________________________________________________________________
_____________________________________________________________________________.
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3. Experience. The proposed Guardian’s experience with similar Guardianships (for example,
similar amount of assets, the family circumstances of the Incapacitated Person, the proximity of
the proposed Guardian to the residence of the Alleged Incapacitated Person, and any relevant
information) is: ______________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________.
4. Case Load. The Guardian is currently the Court appointed Guardian for _______ of total
individuals in this County and _______ individuals in other Counties.
I certify (or declare) under penalty of perjury under the laws of the State of Washington
that to the best of my knowledge the statements above are true and correct.
Signature of Certified Professional
Guardian
Printed Name of Certified Professional
Guardian, WSBA/CPG#
Address
Telephone/Fax Number
City, State, Zip Code
Email Address
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