Perez‑Roura Law assists individuals and families in Miami with establishing and managing guardianships and conservatorships—covering both minors and incapacitated adults, including financial conservatorship roles—throughout all court steps and reporting obligations.

When a minor or adult becomes unable to manage personal, medical, or financial decisions, legal authority may need to be transferred to someone trusted. Guardianship (for personal and healthcare decisions) and conservatorship (for financial oversight) provide the court‑approved structure to protect vulnerable individuals. At Perez‑Roura Law, we guide clients through every step—from evaluating alternatives to guardianship, drafting petitions, representing you in hearings, to fulfilling ongoing court‑mandated reporting obligations—all with compassion, clarity, and legal precision.

Evaluating Guardianship vs Conservatorship and Alternatives

Guardianship and conservatorship often overlap but serve different needs: guardians focus on personal care and medical choices, while conservators handle assets and finances. Courts may approve them jointly or separately. However, these are invasive legal interventions. Our first step is exploring less restrictive alternatives like durable powers of attorney, healthcare surrogates, or trusts that might avoid court oversight. When those are insufficient, we guide you toward the appropriate court petition with the least restrictive, most supportive framework aligned with Florida law and your loved one’s needs.

Petitions for Guardianship and Conservatorship

Successfully petitioning the court requires careful documentation—medical evaluations, capacity assessments, notarized consents, and notice to interested parties. Whether protecting a minor or an adult who can no longer make safe decisions, we prepare strong petitions tailored to the facts. This includes assembling affidavits, medical records, and witness statements that demonstrate incapacity and explain your plan for responsible care. Thorough preparation improves chances of court approval and provides clarity to all involved parties.

Court Hearings and Legal Advocacy

Petition hearings can be charged with emotion and technical issues. Our attorneys represent clients in Miami courts, presenting evidence, examining experts, and responding to objections. We advocate for guardians or conservators equipped to act in the person’s best interests—whether securing school, medical care, or financial strategy. For minors with non-resident parents or complicated family situations, we ensure the court understands your intentions and that appropriate protections are put in place.

Ongoing Management and Court Reporting

Once appointed, guardians and conservators must file regular reports: financial accountings, status of care, property updates, and guardianship reviews. We build systems for recordkeeping, budgeting, medical monitoring, and court calendar reminders to ensure compliance. If circumstances change—needing additional authority, asset sale, or relocation—we file the necessary motions and requests. Our ongoing legal support maintains the integrity of your role and safeguards against challenges or oversights.

Protecting Rights and Minimizing Intrusiveness

Court oversight can feel intrusive—but well-managed guardianships can still respect individual dignity. We help structure decision-making roles that preserve autonomy where possible, limit supervisory authority to areas truly necessary, and advocate for supervised visitation or limited authority if complete control isn’t required. Perez‑Roura Law strives to balance legal protection with personal respect, ensuring that roles are defined by need, not convenience.

Coordination with Estate and Disability Planning

Guardianship and conservatorship should not stand alone. We integrate these arrangements with estate tools—like special needs trusts, advance directives, and powers of attorney—to create a cohesive plan. This ensures that documents do not conflict and that all legal strategies work together—from managing current affairs through guardianship to transferring assets through trusts. Our integrated approach provides continuity and minimizes legal friction across systems.

Deciding to seek legal authority to care for someone is a serious step—and having the right legal support makes all the difference. With Perez‑Roura Law, you have a knowledgeable, compassionate partner managing every detail of guardianship and conservatorship processes. Contact our Miami office to discuss whether these legal steps are right for your family and how to move forward with confidence and clarity.