Dear Atty. Peachy,

I’m reaching out to seek your advice regarding a delicate situation involving my grandmother, Lola Rosa, who is approaching her 91st birthday. As she ages, it has become apparent that she struggles with daily activities and decision-making due to declining cognitive abilities. I am concerned for her well-being and feel that she may need a legal guardian.

Given her circumstances, I believe that guardianship might be necessary, but I am unsure how to navigate the legal process in the Philippines. I’ve learned that guardianship, as outlined in the New Civil Code, is designed to protect individuals who are unable to care for themselves.

What are the steps I need to take to petition for guardianship? I understand that I need to file a petition with the Regional Trial Court (RTC), but what specific documents or evidence will I need to prepare? Once guardianship is established, what responsibilities will I have? I want to ensure I understand my obligations to Lola, especially regarding her care and financial matters.

Your expert guidance on these matters would be invaluable to me as I navigate this challenging situation. I want to ensure that I am acting in Lola’s best interests and making the right decisions for her care.

Thank you for your time, and I look forward to your advice.

Sincerely,

Melissa

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Dear Melissa,

It is commendable that you are taking proactive steps to ensure her well-being. I am happy to provide you with guidance based on Philippine law.

To initiate the guardianship process, you will need to file a petition with the Regional Trial Court (RTC) in the jurisdiction where Lola resides. Here are the general steps you should follow:

1. Gather Documentation

You will need to compile essential documents, including medical certificates or evaluations from a licensed physician confirming Lola’s incapacity to manage her affairs, a sworn statement detailing her condition and specific needs, affidavits from family members or close friends attesting to her situation, ideally supporting your application.

2. Prepare the Petition

The petition should articulate your request for guardianship, your relationship to Lola, and why you believe you should be appointed as her guardian.

3. File with the RTC

Submit your petition and supporting documents to the RTC. Upon filing, you will be required to pay the prescribed filing fees.

Once guardianship is established, you will have several important responsibilities:

1. Care and Management: You must ensure that Lola’s needs are met, providing for her health, safety, and general welfare. This includes making healthcare decisions and ensuring she receives appropriate medical care.

2. Financial Responsibilities: You will also need to manage her finances, which includes budgeting for her care, handling her income or benefits, and safeguarding her assets.

3. Reporting to the Court: Depending on the court’s requirements, you may need to submit periodic reports on Lola’s condition and your management of her affairs.

Guardianship can be a significant responsibility, but it is also an opportunity to ensure that your grandmother receives the care and respect she deserves in her later years.

Sincerely,

Atty. Peachy Selda-Gregorio