Short answer: In California, a guardianship is a court appointment of someone to care for a minor child, the child’s property, or both (Prob. Code §1514). A Camarillo family starts one by petition in Ventura County Superior Court, the county where the child lives (Prob. Code §2201). Parents can nominate a guardian ahead of time in a will or other signed writing (Prob. Code §1500, §1502), and the court must give that nomination due weight (Fam. Code §3043).
I don’t handle guardianship proceedings. My practice is estate planning, which includes naming a guardian for your minor children so a judge isn’t left to choose one without your input. If you need to petition for guardianship of a child now, I can refer you to counsel who handles those cases.
Law verified against Probate Code §§1490, 1500 to 1514, 1600, 1601, 1801, 2105, 2201, 2250, 3401 and 3920, and Family Code §§3040, 3043 and 6550, 2026. This is general information, not legal advice for your situation.
Guardianship is for children, conservatorship is for adults
People often use “guardianship” for an aging parent or an adult with a disability. California law doesn’t. When a statute refers to a guardian of an adult, it means that adult’s conservator (Prob. Code §1490). A conservator of the person may be appointed for an adult who can’t provide for their own health, food, clothing or shelter, and a conservator of the estate for an adult substantially unable to manage their finances or resist fraud or undue influence (Prob. Code §1801).
Adults can usually avoid conservatorship with planning done while they still have capacity. A durable power of attorney keeps working after incapacity (Prob. Code §4124), and a power of attorney for health care lets an agent make medical decisions (Prob. Code §4671). More on that at incapacity planning in California. The rest of this article is about minors.
Guardian of the person and guardian of the estate
The court can appoint a guardian of the person, a guardian of the estate, or both (Prob. Code §1514).
- Guardian of the person handles the child’s day-to-day care: where the child lives, school, medical decisions.
- Guardian of the estate manages money and property the child owns, such as an inheritance or insurance proceeds, under court supervision.
They don’t have to be the same person. A parent may nominate one guardian for the person and another for the estate (Prob. Code §1500).
How the court process works
Who can file. A relative or any other person on behalf of the child may petition, and so may the child if 12 or older (Prob. Code §1510). The petition names the proposed guardian and states that the appointment is necessary or convenient (Prob. Code §1510).
Where. The proper county is where the child lives, or another county if that’s in the child’s best interests (Prob. Code §2201). For a child living in Camarillo, that’s Ventura County Superior Court.
Investigation. Unless the court waives it for good cause, an investigator files a report and recommendation on each proposed guardianship. A court investigator handles cases with a relative as proposed guardian, and the county agency that investigates potential dependency handles nonrelatives (Prob. Code §1513).
Temporary guardian. If the child needs someone with authority right away, a temporary guardian can be requested once the petition is filed, to serve until the court decides the main petition (Prob. Code §2250).
The decision. The court may appoint a guardian if it appears necessary or convenient (Prob. Code §1514). For a guardian of the person, the court follows the Family Code custody rules (Prob. Code §1514). Custody goes to a parent first. If not to a parent, it goes to the person in whose home the child has been living in a wholesome and stable environment, and then to any other suitable person (Fam. Code §3040). The court must give due weight to a parent’s nomination at those second and third levels (Fam. Code §3043).
How parents nominate a guardian in advance
A parent may nominate a guardian of the person or estate of a minor child when the other parent agrees to the same nominee, or when, at the time of the petition, the other parent has died, lacks capacity to consent, or wouldn’t need to consent to an adoption (Prob. Code §1500).
The nomination can be in the petition, at the hearing, or in a signed writing made before or after the petition is filed (Prob. Code §1502). In practice, that’s a will. The nomination can be made effective only on a condition you specify, such as your death or incapacity, and unless it says otherwise it stays effective after you die or lose capacity (Prob. Code §1502).
The court must appoint the person a parent nominated as guardian of the estate unless it finds the nominee unsuitable (Prob. Code §1514). Anyone, including a grandparent, can also nominate a guardian for property they leave to a child (Prob. Code §1501), and the court must appoint that nominee for that property unless unsuitable (Prob. Code §1514).
When I draft a plan for parents, the guardian nomination goes in the will, with alternates. I also recommend telling the people you’ve named. The article on talking to your family about your estate plan covers how. See naming a guardian for your children and the Camarillo guardian nomination page for more.
If a parent is terminally ill
A custodial parent diagnosed with a terminal condition, documented by a physician’s declaration, can ask the court to appoint that parent and a person they nominate as joint guardians of the child (Prob. Code §2105). This lets the future guardian step in with authority already in place, subject to the court’s discretion and the limits in the statute.
Keeping a child’s inheritance out of a court guardianship
A guardianship of the estate means court supervision of the child’s money until age 18 (Prob. Code §1600). There are simpler routes:
- Small amounts. If the child’s total estate is $5,000 or less, money can be paid to a custodial parent to hold for the child, on the parent’s verified written assurance (Prob. Code §3401).
- UTMA custodian. Property left to a custodian under the California Uniform Transfers to Minors Act passes to the child at 18 by default (Prob. Code §3920), or at a later age up to 25 if the will or trust specifies it (Prob. Code §3920.5).
- A trust. A trust for the children lets a trustee you choose manage the money, with no court involvement, and distribute it at the ages you pick. The article on who controls a minor’s inheritance compares these options. For a child with a disability, a special needs trust protects eligibility for public benefits.
Is guardianship always needed when a relative is caring for a child?
No. A caregiver can use a caregiver’s authorization affidavit to enroll a child in school and consent to school-related medical care, and a relative caregiver who completes the relative portion of the form gets the same medical and dental consent rights a guardian has (Fam. Code §6550). A parent’s contrary decision controls unless it would jeopardize the child’s life, health or safety (Fam. Code §6550). For short arrangements, that’s often enough.
How long does a guardianship last?
A guardianship of the person or estate ends when the child turns 18, with narrow exceptions (Prob. Code §1600). It also ends on the child’s adoption, emancipation or death (Prob. Code §1600). For a three-year-old who inherits, a guardianship of the estate means fifteen years of court oversight of that money. Before then, the guardian, a parent or the child can petition to end it, and the court may terminate it if that’s in the child’s best interest (Prob. Code §1601).
What Camarillo parents should do now
If your children are minors and you don’t have a will naming a guardian, a judge will pick one if something happens to both parents, guided by the custody preferences above (Fam. Code §3040). With no will or trust, property passes by intestacy, and a surviving spouse’s children take the rest after the spouse’s share (Prob. Code §6401, §6402). A minor’s inherited share may then need a guardianship of the estate to manage it. The page on what happens without a trust shows how that plays out.
For Camarillo parents, I put the guardian nomination and alternates in the will and pair it with a trust that holds the children’s inheritance until the ages you choose. We plan by phone and Zoom, and a mobile notary comes to your home for signing. More at the Camarillo estate planning page.
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