When families in Alberta begin a guardianship or trusteeship application, they soon hear about Form 4. It is the Capacity Assessment Report, and it records a capacity assessor’s professional opinion.
Who completes it?
A designated capacity assessor. Families cannot fill it out themselves. A doctor may be involved first, to rule out temporary causes of confusion.
What does it cover?
- The adult’s ability to understand information relevant to decisions
- Their ability to appreciate the likely consequences
- Which areas are affected, such as health care, accommodation or finances
- The assessor’s opinion, and the reasons for it
How long is it valid?
Generally six months. If it expires before you apply, you may need a new assessment.
Where does it go?
It usually goes with an application to the Court of King’s Bench for co-decision-making, guardianship or trusteeship. Follow the current instructions from the Office of the Public Guardian and Trustee, or your lawyer.
Will the adult see it?
Court processes generally involve giving notice to the adult and certain others. Ask your lawyer or the Office of the Public Guardian and Trustee who must be told.
What does it cost?
Alberta sets maximums: up to $500, or up to $700 for a combined guardianship and trusteeship assessment. See fees.
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.