Trusteeship review - Alberta Human Services - Government of Alberta

Trusteeship review

When you become a trustee, the court may set a date to review the file to ensure the arrangement is working well.

What’s important to know

  • Not all trusteeship orders are reviewed. If the court expects you to do a review, it will say so on the court order and it will list a date. It’s important that you complete the review before this date.
  • Sometimes the court also expects you to do an examination and approval of accounts. It will say so on the court order.
     
    Learn more about examination and approval of accounts
  • Applying for a review is similar to making an initial trusteeship application. It’s important that your application is filled out properly.
     
    Apply for trusteeship review
    Apply for guardianship and trusteeship review at the same time
  • 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 the application for review.

A trusteeship review happens in 2 situations:

  1. When you become a trustee, the court may set a date to review the file. It’s up to you to apply for a trusteeship review before the date listed on the court order.

    You don’t have to wait until the date on the court order. You can apply for a review at any time.

    If you miss your review date, you continue as trustee. However, the court may end the order or appoint someone else. Also, it may be difficult for the adult to access some services without an up-to-date trusteeship order.
  2. If you can’t continue to be a trustee and if there’s no one else listed in the court order as an alternate, you can apply for a trusteeship review and ask the court to appoint someone else.
     

Show Answer What's an example?

If you are trustee for a parent and can no longer continue, you can apply for a trusteeship review to have the court appoint someone else to replace you.

Show Answer How long does it take?

Once you submit a complete and accurate application, it usually takes 3 to 6 months before the paperwork is finalized and the court makes a decision.

Show Answer Is there a cost?

You pay a court filing fee of $50 when you submit your application.

If the court has requested the review, you need an updated capacity assessment. This applies even if the adult has a permanent condition.

Find a capacity assessor

If these costs are a capacity assessment is a financial hardship for you, contact the Office of the Public Guardian and Trustee for more information.

If you are requesting a review because you need to make a change to the court order, you don’t need an updated capacity assessment. Talk with the Office of the Public Guardian and Trustee to find out.

If you use a lawyer to complete your application, they can charge legal fees.

Created:
Modified: 2015-10-19
PID: 18100

Contact this service

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

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