Guardianship & Trusteeship Capacity Assessment
Compassionate, Legally-Compliant Assessments Across Alberta
At Capacity Assessors, we understand that determining an individual’s capacity for managing personal or financial affairs is a sensitive and crucial task. Guardianship and trusteeship assessments play a vital role in protecting individuals who may be unable to make informed decisions due to cognitive impairments or other mental health conditions. Our professional assessments are designed to support individuals, families, and legal professionals in making informed decisions about guardianship or trusteeship needs.
What Is a Guardianship and Trusteeship Assessment?
In Alberta, when an adult is no longer capable of making personal decisions (such as healthcare, living arrangements) or financial/legal decisions, an application can be made under the Adult Guardianship and Trusteeship Act (AGTA). But before this application is submitted to the court, a capacity assessment by a qualified DCA is often required to determine the adult’s ability to make informed decisions.
Our team conducts detailed assessments that support court applications for:
Guardianship (for personal decision-making)
Trusteeship (for financial decision-making)
Combined Guardianship and Trusteeship
We prepare court-ready reports that are clear, objective, and compliant with the AGTA and Office of the Public Guardian and Trustee (OPGT) guidelines.
Why is Capacity Assessment Important?
Capacity assessment is the process of determining whether an individual has the mental ability to make informed decisions about their life, health, and finances. It is essential for ensuring that vulnerable individuals are protected, while also preserving their rights and autonomy to the greatest extent possible.
A capacity assessment can help determine whether a person can:
Understand the nature and consequences of their decisions
Make decisions regarding their care and health
Manage their financial affairs
Safeguard their personal well-being
Book an Appointment
587-372-3143
Capacity Assessor in Edmonton
Our Process
Initial Consultation
We begin the process with an in-depth consultation to understand the individual’s needs, current challenges, and any concerns related to their capacity. This step helps us assess the situation and determine the best approach for the assessment.Comprehensive Assessment
A trained professional conducts a thorough evaluation using standardized assessment tools and interviews. Our assessment methods are aligned with legal standards and are carefully crafted to evaluate an individual’s mental and cognitive ability, emotional well-being, and capacity to make informed decisions.Report Preparation
After the assessment, we prepare a detailed, clear, and objective report summarizing our findings. This report includes recommendations for guardianship or trusteeship, as well as any other care or support needed by the individual. Our report is designed to be easily understood by all stakeholders, including family members, legal professionals, and healthcare providers.Court Involvement
If the assessment supports the need for guardianship or trusteeship, the report can be presented to the court to facilitate the legal process. We work closely with legal representatives to ensure that the individual’s rights are protected throughout this process.
Who Needs a Guardianship & Trusteeship Capacity Assessment?
A guardianship or trusteeship capacity assessment may be required for individuals who:
Are experiencing significant cognitive decline due to aging, dementia, or other medical conditions
Have a history of mental illness that impacts their decision-making ability
Are involved in legal disputes about their ability to manage personal or financial affairs
Have family members or caregivers concerned about their decision-making capacity
Where We Serve
We regularly serve clients in Edmonton and surrounding communities including:
St. Albert
Sherwood Park
Fort Saskatchewan
Spruce Grove
Stony Plain
Leduc
Wetaskiwin
Redwater
And more — within 1–2 hours driving radius
Need us elsewhere? We can provide capacity assessments anywhere in Alberta upon request.
Capacity assessment near me
Why Choose CapacityAssessors.ca?
Experienced DCAs with RCSW Designation
✅ Trusted by Law Firms, Hospitals & Families
✅ Fast Turnaround & Clear Reports
✅ In-Person and Remote Assessments Available
✅ Compassionate, Non-Judgmental Approach
We understand the emotional and legal weight of Guardianship and Trusteeship applications. That’s why we take the time to assess with sensitivity and prepare documents that meet all legal standards.
Benefits of Professional Capacity Assessment
- Accuracy & Objectivity: Our assessments are conducted by trained professionals with experience in evaluating cognitive and mental health conditions. This ensures an unbiased, thorough review of an individual’s capacity.
Legal Support: Our assessments are legally sound and recognized by courts, providing you with a reliable document to support decisions regarding guardianship or trusteeship.
Clarity: We provide clear and easy-to-understand reports, helping families, healthcare providers, and legal professionals navigate the process with confidence.
Personalized Care: Every individual is different, and we tailor our assessments to meet the specific needs and challenges of the person being assessed.
Book Your Capacity Assessment Appointment
If you need a guardianship or trusteeship capacity assessment, contact Capacity Assessors today to schedule a consultation. We are here to guide you through every step of the process with sensitivity and professionalism.
