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1. Parties: Identification of the custodian, the protected person, and any relevant family members or interested parties
2. Background: Context explaining the need for custodianship and any relevant circumstances leading to this arrangement
3. Definitions: Clear definitions of key terms used throughout the declaration
4. Appointment and Duration: Formal appointment of the custodian and the duration of the arrangement
5. Scope of Custodianship: Detailed outline of the areas of responsibility covered by the custodianship (personal care, financial matters, etc.)
6. Powers of the Custodian: Specific powers granted to the custodian in managing the affairs of the protected person
7. Duties and Responsibilities: Detailed listing of the custodian's obligations and responsibilities
8. Reporting Requirements: Requirements for periodic reporting to the Justice of the Peace and other relevant authorities
9. Decision-Making Framework: Process for making decisions and any limitations on decision-making authority
10. Termination Provisions: Circumstances under which the custodianship may be terminated or modified
1. Medical Decision-Making: Specific provisions regarding medical treatment decisions, used when the protected person requires ongoing medical care
2. Business Affairs Management: Provisions for managing business interests, used when the protected person owns or has interests in business entities
3. Real Estate Management: Specific provisions for managing real estate assets, used when the protected person owns property
4. Educational Decisions: Provisions regarding educational choices, used when the protected person is in education or training
5. International Considerations: Provisions for managing international assets or travel, used when the protected person has foreign interests
6. Digital Assets Management: Provisions for managing digital assets and online accounts, used when relevant to the protected person's situation
7. Religious and Cultural Considerations: Specific provisions ensuring respect for religious and cultural preferences, used when particularly relevant to the protected person
1. Schedule A - Asset Inventory: Comprehensive list of the protected person's assets and their current values
2. Schedule B - Medical Reports: Relevant medical reports establishing the need for custodianship
3. Schedule C - Income Sources: List of all income sources and regular payments
4. Schedule D - Regular Expenditures: List of regular expenses and financial obligations
5. Schedule E - Contact Information: Contact details for all relevant parties, medical providers, and authorities
6. Appendix 1 - Capacity Assessment: Professional assessment of the protected person's capacity
7. Appendix 2 - Court Orders: Copies of relevant court orders or judicial decisions
8. Appendix 3 - Powers of Attorney: Any existing powers of attorney or similar legal instruments
Legal Services
Healthcare
Financial Services
Social Services
Public Administration
Insurance
Estate Management
Healthcare Administration
Elder Care
Disability Services
Legal
Compliance
Risk Management
Social Services
Healthcare Administration
Wealth Management
Trust Administration
Client Services
Document Management
Corporate Governance
Legal Counsel
Social Worker
Healthcare Administrator
Wealth Manager
Estate Planner
Public Notary
Compliance Officer
Risk Manager
Family Services Coordinator
Elder Care Specialist
Disability Support Coordinator
Financial Advisor
Medical Director
Legal Administrator
Trust Officer
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