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The Role of Professional Guardians in Florida

Understanding Their Responsibilities and Oversight in Orlando and Across the State

Orlando is a city filled with families, retirees, and individuals who may one day need guardianship services. In many cases, a family member steps forward to take on the role of guardian. But sometimes, due to conflicts, lack of availability, or the complexity of the case, Florida courts appoint a professional guardian instead. As an Orlando Guardianship Attorney, I’ve represented both professional guardians and families concerned about the appointment of a stranger to manage the affairs of a loved one.

My name is Beryl Thompson-McClary, and I assist clients in guardianship cases throughout Orange County and the greater Orlando area. If you are facing a guardianship issue, it is important to understand the role of professional guardians under Florida law, the oversight they receive, and the rights of families to question or challenge their actions. If you’d like to discuss your situation, call me at 1-888-640-2999 to schedule a consultation.


What Is a Professional Guardian?

A professional guardian is someone who has been appointed by a Florida court to manage the personal, financial, or medical affairs of a ward (the person under guardianship) when no qualified family member is available or willing to serve. These guardians often manage multiple cases at a time and are regulated by Florida law to ensure they act in the best interests of their wards.

Florida Statute §744.102(17) defines a professional guardian as any guardian who has at any time been appointed to three or more wards, excluding relatives or certain corporate entities. Professional guardians must undergo training, be registered with the Office of Public and Professional Guardians, and are subject to strict oversight.


Why Professional Guardians Are Appointed

There are several reasons why a professional guardian may be necessary:

  • No Family Available: Sometimes there are no close relatives to serve as guardian.
  • Conflict Among Family Members: Courts may choose a neutral professional to avoid disputes.
  • Complex Estates: High-value financial matters may require a professional with experience.
  • Elderly or Isolated Individuals: Seniors with no close family in Florida often require a professional guardian.

As an Orlando Guardianship Attorney, I often see families who are uneasy with the idea of a stranger managing their loved one’s life. On the other hand, there are cases where professional guardianship is the most practical and safe solution.


Duties of Professional Guardians Under Florida Law

Professional guardians have many of the same responsibilities as family guardians, but they operate under heightened scrutiny. Their responsibilities include:

  • Managing the ward’s financial assets
  • Ensuring medical needs are met and healthcare decisions are made appropriately
  • Filing required annual accountings and reports with the court
  • Protecting the ward from financial exploitation or neglect
  • Obtaining court approval before making major financial or personal decisions

Florida Statute §744.361 sets out the duties of guardians, including acting in good faith, avoiding conflicts of interest, and preserving the assets of the ward.


Oversight of Professional Guardians

Florida law recognizes the potential risks of giving one individual authority over another person’s life and assets. As a result, professional guardians are closely monitored:

  • Licensing and Training: They must complete state-mandated training and certification.
  • Background Checks: Fingerprints and criminal background checks are required.
  • Court Supervision: Judges review all reports, financial accountings, and fee requests.
  • Office of Public and Professional Guardians: This state agency monitors compliance and investigates complaints.

These safeguards exist to protect wards from abuse, but disputes still arise, which is why families sometimes need legal representation to challenge a guardian’s actions.


The Benefits of Professional Guardians

From one perspective, professional guardianship provides several benefits:

  • Neutrality in family disputes
  • Professional training in financial and healthcare management
  • Experience in handling complex estates or government benefit programs
  • A reliable option when no family member is available

In many cases, a professional guardian can provide stability and care for vulnerable adults who would otherwise have no one to assist them.


The Concerns About Professional Guardians

On the other side, professional guardianship is not without controversy. Concerns include:

  • High Costs: Professional guardians are entitled to fees, which must be paid from the ward’s estate and approved by the court.
  • Loss of Family Control: Loved ones may feel excluded from decisions.
  • Potential for Abuse: Like any fiduciary position, there is a risk of mismanagement or exploitation.
  • Overextended Guardians: Some professional guardians manage dozens of cases at once, raising questions about how much personal attention each ward receives.

As an Orlando Guardianship Attorney, I represent families who want to ensure that professional guardians are acting properly and not taking advantage of their authority.


Florida Statutes and Case Law Governing Professional Guardians

Florida Statutes provide the framework for professional guardianship. Relevant provisions include:

  • §744.102(17) – Defines professional guardianship.
  • §744.108 – Governs compensation of guardians and attorneys.
  • §744.361 – Lists duties and responsibilities of guardians.
  • §744.367 – Requires annual accountings and reports.

Courts in Orlando and throughout Florida interpret these statutes to protect the rights of wards and their families. Judges have discretion to remove guardians who fail to meet their obligations.


How I Help Clients in Professional Guardianship Cases

Whether you are a professional guardian seeking guidance or a family member concerned about the appointment of a professional guardian, I can help you understand your rights and the process. I assist with:

  • Petitioning for or contesting the appointment of a professional guardian
  • Reviewing guardianship reports and accountings
  • Filing objections to excessive fees or questionable actions
  • Representing guardians in court to obtain approvals
  • Seeking removal of guardians who fail to act in the ward’s best interests

Every guardianship case is unique, and I tailor my approach to meet the needs of the families and individuals involved.

If you need help with a guardianship matter in Orlando or anywhere in Orange County, call me at 1-888-640-2999 to schedule a consultation.


FAQs About Professional Guardians in Florida

What is the difference between a family guardian and a professional guardian?
A family guardian is usually a relative who serves voluntarily or with limited compensation, while a professional guardian is someone licensed and appointed to manage guardianships as part of their profession.

Do professional guardians get paid in Florida?
Yes, but their compensation must be approved by the court under §744.108. Fees are reviewed for reasonableness and necessity before being paid from the ward’s estate.

Can family members challenge the appointment of a professional guardian?
Yes. Family members can petition the court to serve as guardians themselves, or they can object to the appointment if they believe a professional guardian is unnecessary.

What oversight exists for professional guardians?
They are licensed by the state, monitored by the Office of Public and Professional Guardians, and required to file annual reports with the court. Judges can reduce fees, require additional documentation, or remove guardians for misconduct.

What rights do wards retain under professional guardianship?
Depending on the type of guardianship, wards may retain rights such as the ability to vote, marry, or make certain personal decisions. Courts tailor guardianships to preserve as many rights as possible.

How do I know if a professional guardian is acting in the best interests of my loved one?
Reviewing court filings, financial reports, and medical decisions is essential. If you suspect mismanagement, you can raise objections with the court or seek legal assistance.

What happens if a professional guardian mishandles funds?
They can be held personally liable, removed from the case, and reported to the Office of Public and Professional Guardians for disciplinary action.

Can a professional guardian be removed from a case?
Yes. If a guardian fails to act in the ward’s best interest or misuses their authority, a judge can remove them and appoint a new guardian.

When is a professional guardian the best option?
In cases where family members cannot agree, where no relatives are available, or where the estate is complex, a professional guardian may provide the most practical solution.

Why should I hire an Orlando Guardianship Attorney in cases involving professional guardians?
Because guardianship law is complex and heavily regulated, having an attorney ensures your rights are protected, whether you are a family member, a professional guardian, or the ward.


Contact Orlando Guardianship Attorney Beryl Thompson-McClary at 1-888-640-2999 For A Consultation

Guardianship cases involving professional guardians can be complex and emotional. Whether you are supporting the appointment of a professional guardian or challenging one, I can provide the legal guidance you need. Call 1-888-640-2999 today to schedule a consultation and discuss your case.

Who Can Serve as a Guardian in Florida?

Understanding Guardianship Laws in Orlando, Florida

Orlando is a city filled with families making important decisions about the well-being of their loved ones. Whether it’s an aging parent, an adult child with special needs, or a minor who needs legal protection, guardianship is a critical issue that affects many Florida families. The legal system provides a framework to appoint a responsible individual to handle personal, medical, and financial affairs for someone who cannot make those decisions on their own. However, not just anyone can serve as a guardian. The state has specific legal requirements to ensure that only qualified and trustworthy individuals take on this responsibility.

As an Orlando Guardianship Attorney, I help families on both sides of this issue. Whether you are seeking guardianship over a loved one or need to challenge a guardianship appointment, I can guide you through the legal process. With my experience handling cases throughout Orange County, I ensure my clients understand their rights and obligations under Florida law. Call me at 1-888-640-2999 to schedule a consultation to discuss your situation.


Florida’s Legal Requirements for Guardianship

Florida law defines who can serve as a guardian under Florida Statutes Chapter 744. The court considers factors such as the individual’s background, ability to manage another person’s affairs, and any conflicts of interest. In general, the following individuals or entities can be appointed as guardians:

  • Family Members: Close relatives, such as parents, spouses, adult children, and siblings, are often appointed as guardians.
  • Professional Guardians: If family members are not available or suitable, the court may appoint a licensed professional guardian.
  • Corporate Guardians: Certain financial institutions and nonprofit organizations can be appointed to manage an individual’s assets and affairs.
  • Public Guardians: When no suitable private guardian is available, the state provides public guardianship services through local agencies.

To serve as a guardian, the individual must be at least 18 years old and a resident of Florida, unless related by blood, adoption, or marriage to the person in need of guardianship. The court also considers whether the person has a criminal history, financial conflicts, or a history of abuse or neglect that would disqualify them from serving.


The Court’s Evaluation Process for Guardianship

Florida courts take guardianship appointments seriously. Since a guardian has significant control over another person’s well-being, finances, or both, the court follows a thorough vetting process:

  1. Background Checks: Potential guardians must undergo a criminal background check and submit to a credit history review.
  2. Training Requirements: In most cases, guardians must complete a state-approved training program that educates them on their responsibilities.
  3. Oath and Bonding: The guardian must take an oath to act in the ward’s best interests, and in some cases, they may be required to obtain a bond as financial protection.
  4. Court Oversight: Even after appointment, guardians must submit annual reports and accountings to the court to demonstrate they are fulfilling their duties properly.

Common Reasons Someone May Be Disqualified From Serving as a Guardian

Not everyone qualifies to serve as a guardian in Florida. Some factors that may disqualify a person include:

  • A Felony Conviction: Individuals with felony convictions, particularly for financial crimes or offenses against vulnerable individuals, are generally not permitted to serve as guardians.
  • Financial Conflicts of Interest: If a person has a direct financial interest in the ward’s assets, the court may view this as a conflict.
  • History of Abuse or Neglect: Past reports of elder abuse, child neglect, or exploitation can disqualify a person from being appointed guardian.
  • Inability to Perform Duties: If a person is physically or mentally incapable of carrying out a guardian’s responsibilities, the court may appoint someone else.

What Happens If There Is a Dispute Over Guardianship?

Family disputes over guardianship are not uncommon. Sometimes, multiple family members seek guardianship over the same person, or an individual may object to someone’s appointment. In these cases, the court will determine who is best suited to serve as guardian based on the ward’s best interests.

Contested guardianship cases often involve:

  • Allegations of Unfitness: If a family member believes the proposed guardian is unfit, they may present evidence to the court.
  • Competing Guardianship Petitions: When multiple family members seek guardianship, the court evaluates each petitioner’s qualifications.
  • Objections From the Ward: If the person in need of guardianship objects to a specific appointment, their wishes may be considered by the court.

As an Orlando Guardianship Attorney, I help clients protect their loved ones by presenting strong legal arguments, gathering evidence, and ensuring the court makes a fair decision. If you are facing a contested guardianship case, call 1-888-640-2999 to schedule a consultation.


FAQs About Guardianship in Florida

Who decides who can serve as a guardian in Florida?
The court determines who can serve as a guardian based on the best interests of the ward. The judge evaluates the petitioner’s background, qualifications, and potential conflicts of interest before making an appointment.

Can more than one person serve as a guardian?
Yes, Florida allows co-guardianship. This means two or more individuals may share the responsibilities of guardianship, such as one handling financial matters and the other overseeing personal care.

Can a guardian be removed after being appointed?
Yes, a guardian can be removed if they fail to fulfill their duties, mismanage assets, or abuse their authority. Interested parties can file a petition with the court to request the guardian’s removal.

What are the responsibilities of a guardian in Florida?
A guardian may be responsible for making medical decisions, managing finances, overseeing daily care, and ensuring the ward’s overall well-being. The specific duties depend on the type of guardianship granted by the court.

What is the difference between a full and limited guardianship?
A full guardianship grants the guardian complete decision-making authority over the ward’s personal, financial, and medical matters. A limited guardianship allows the ward to retain some rights while the guardian oversees specific areas of responsibility.

Can a non-family member serve as a guardian?
Yes, Florida law allows professional guardians, corporate entities, and public guardians to serve in cases where no suitable family member is available.

What if the person needing guardianship objects?
If an individual objects to guardianship, the court may appoint an attorney to represent them and evaluate their capacity. If the person is deemed competent, guardianship may not be granted.


Contact Orlando Attorney Beryl Thompson-McClary at 1-888-640-2999 For A Consultation

Guardianship cases involve complex legal decisions that can significantly impact a loved one’s life. Whether you are seeking to become a guardian, defending against an unfit guardian’s appointment, or resolving a dispute, legal guidance is essential. Call me, Attorney Beryl Thompson-McClary, at 1-888-640-2999 to schedule a consultation and discuss your case.