The basics
What is a capacity assessment?
It is a professional evaluation of whether an adult can understand and make personal or financial decisions. In Alberta, it is needed for co-decision-making, guardianship and trusteeship applications.
Who can do a capacity assessment in Alberta?
Physicians, psychologists and trained professionals such as nurses, social workers and occupational therapists who are designated as capacity assessors. Mukesh Mishra is a Registered Clinical Social Worker and designated capacity assessor.
Does a dementia diagnosis mean someone lacks capacity?
No. Capacity depends on the person and the decision. Many people with early dementia can still make many of their own decisions.
Can a capacity assessment be done just because the family disagrees with a decision?
No. An assessment needs a legitimate reason, and disagreement alone is not proof of incapacity.
The appointment
Do you do in-home capacity assessments?
Yes. Mukesh visits homes, seniors’ residences, hospitals and care facilities in Greater Edmonton.
What languages are available?
English, Hindi, Punjabi, Urdu and Nepali, directly with Mukesh and without an interpreter. Please ask if you need another language.
Do I need to see a doctor first?
Yes. Alberta guidance says a doctor should first rule out temporary causes of confusion, such as infection or medication effects.
Can I be in the room?
Family usually steps out for the main part, so that the adult can speak freely. Mukesh will usually want to hear your concerns separately.
How long is it valid?
The completed form is generally valid for six months. Plan your application with this in mind.
Cost and next steps
How much does it cost?
Alberta’s maximum fees are up to $500 for co-decision-making, guardianship or trusteeship, and up to $700 for combined guardianship and trusteeship. Any travel cost is confirmed before booking.
What if we cannot afford it?
Alberta advises people in financial hardship to contact the Office of the Public Guardian and Trustee.
Who decides whether a guardian or trustee is appointed?
The court decides. The assessor gives a professional opinion in the report.
Do you serve all of Alberta?
Assessments are provided in the Greater Edmonton area. The guides on this site explain the rules that apply across Alberta. If you are outside the area, call and ask.
Sources: Government of Alberta, capacity assessment and the Office of the Public Guardian and Trustee. Rules can change, so check the current version or ask a lawyer.