Become a trustee - Alberta Human Services - Government of Alberta

Become a trustee

Follow these steps to apply for trusteeship.

What’s important to know

  • If you want to apply for trusteeship, it’s important that your application is filled out properly. Please read the directions below carefully.
  • If an adult has an enduring power of attorney, they don’t need a trustee. However, some power of attorney arrangements end when the adult loses the capacity to make decisions. Read the legal document carefully.
     
    Learn about enduring power of attorney
  • If an adult has limited financial assets and only needs help managing income from a government program or pension, such as Old Age Security, informal trusteeship may be an option.
     
    Learn about informal trusteeship
  • You can apply to become a guardian and a trustee at the same time.
     
    Apply for guardianship and trusteeship
  • If an adult owns land or has multiple bank accounts and/or investments, their finances can be complicated. In that case, it’s a good idea to use a lawyer to complete a trusteeship application.


 

Show Answer Help is available

These organizations can help you complete an application at no cost.

You can also contact the Office of the Public Guardian and Trustee with questions. If the adult has a variety of assets, consult a lawyer.

Show Answer Step 1: Have the adult’s capacity assessed

Have a professional evaluate whether the adult can make decisions on their own. This is called a capacity assessment.

You can ask a:

  • family physician
  • psychologist
  • psychiatrist
  • designated capacity assessor

Find a capacity assessor

They must fill out this form:

It must be dated within 6 months of when you submit your application.

Show Answer Step 2: Decide which application path to take

Desk application

Choose this path if you don’t think anyone, such as the adult or a family member, will oppose the application.

Unless someone objects to the application and submits the required form, you don’t have to go to court. The judge makes a decision based on the information in the application package.

Application by hearing

Choose this path if:

  • you need a trusteeship order quickly
  • someone is likely to oppose the application, such as the adult or a family member
  • you are applying for both guardianship and trusteeship and the adult has a variety of financial assets

It’s recommended that you use a lawyer for this type of application.

The application is discussed in court at a hearing. You or your lawyer must appear in court.

When making a decision, the judge considers the comments of the people at the hearing, as well as the information in the application package.

Show Answer Step 3: Fill out the application forms

 

What’s important to know

  • Some web browsers, such as Chrome and Mozilla Firefox, don’t open fillable PDF forms on our site; Internet Explorer 8.0 or higher works best.
  • You can apply for guardianship and trusteeship at the same time.
  • We prefer you complete the forms below on your computer and print them. If you must complete them by hand, please use blue ink.
  • You can’t submit the forms online. Please print and submit a hardcopy original.
  • Print all forms single-sided. The court won’t accept double-sided forms.
  • Photocopies aren’t accepted.

 

If you are working with one of the organizations that provides free help or with a lawyer, they’ll walk you through this process.

You can also call the Office of the Public Guardian and Trustee if you have questions.

Apply for guardianship and trusteeship at the same time

To apply for trusteeship only, complete the forms below in the order listed

Bundle #1: Application for trusteeship

The links below provide additional instructions for the 7 forms included in the application package above. You don’t need to download the forms; just use the instructions that accompany them:

Bundle #2: Background checks

For all trusteeship applications, we will do a reference check, a criminal record check and a credit check.

If you have concerns about these checks and how they’ll impact your eligibility, please contact the Office of the Public Guardian and Trustee.

Application by hearing

If you choose the application by hearing path, complete this form in addition to those listed above:

If a corporation is applying

If a corporation is applying for trusteeship, rather than an individual, do not complete Form 27: Consent of Proposed Trustee (Individual). Instead, complete Form 28:

Show Answer Step 4: Submit your application

Desk application

Submit your application to your local Office of the Public Guardian and Trustee.

Contact your local office

If you’re working with one of the organizations that provides free assistance or with a lawyer, they’ll submit the application package for you.

If you put the application package together on your own, before you submit it, please call one of the organizations that provides free assistance or the Office of the Public Guardian and Trustee. They’ll make sure you have all the necessary paperwork.

Organizations that provide free assistance

Along with your application, please include a cheque or money order for the $250 court filing fee. Cash is not accepted. Make your cheque or money order out to the Government of Alberta. Your cheque won’t be cashed for 30 to 50 days.

Application by hearing

You or your lawyer submit your application to the clerk of the Court of Queen’s Bench of Alberta, set a date and notify all the parties involved.

If anyone objects to the application, including the adult, they can go to the hearing to voice their concerns.

A copy of the application package you filed with the court must be served to the Office of the Public Guardian and Trustee at least 30 days before the hearing date.

If you are working with a lawyer, they’ll do this for you.

If you put the application package together on your own, contact your local Office of the Public Guardian and Trustee for instructions.

Contact your local office

Along with your application, please include a cheque or money order for the $250 court filing fee. Cash is not accepted. Make your cheque or money order out to the Government of Alberta. Your cheque will not be cashed for 30 to 50 days.

Show Answer After you apply

A review officer from the Office of the Public Guardian and Trustee will meet with the adult to ask them what they think about the application for trusteeship.

They’ll prepare a report for the court. If you are the person applying for trusteeship, you’ll get a copy in the mail.

If this is a desk application, they’ll also send a letter to:

  • the people listed as “interested parties” in the application
  • anyone else they think should know about the application

The letter tells them that an application has been made and that if they don’t support it, they can ask for a court hearing.

If someone opposes the application

If the adult or someone else thinks the application for trusteeship isn’t a good idea, they or their lawyer can go to court to voice their concerns.

  • If it’s an application by hearing, the person with concerns or their lawyer must go to court on the date of the hearing.
     
  • If it’s a desk application, the person with concerns must submit the form below by the date listed in the review officer’s letter.

    Form 31: Request for Hearing

    If that happens, the Office of the Public Guardian and Trustee will send you a detailed letter explaining next steps. You’ll have to file the form below with the court, set a hearing date and notify all parties involved.

    Form 39: Notice of Application and Hearing

The person who objects, or their lawyer, must appear in court to discuss their concerns.

If trusteeship is granted

You, the adult and other interested parties will receive a copy of the court order. It names the trustee, any alternate trustees and the areas where you have authority to make decisions. It may also include:

  • a review date
  • a date for examination and approval of accounts

Learn more about trusteeship review

Learn more about examination and approval of accounts

Created:
Modified: 2017-12-20
PID: 18099

Contact this service

1-877-427-4525 (toll-free)

8:15 am - 4:30 pm (Monday to Friday, closed statutory holidays)