Continuum of Decision-Making:

Guardianship and Alternative Options

Find the right support for decision-making, from complete independence to guardianship and everything in between.

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People are living longer and healthier lives because of better healthcare and technology.

We need to think carefully about how to support people who might need help making decisions, including adults with disabilities.

When our family members struggle, we can help them understand their strengths, what they find difficult, and what their limits are. This helps them be involved in making important choices about their lives.

We want to use the simplest and least restrictive ways possible to create a plan that fits their wishes and needs. If adult guardianship is part of the plan that changing or ending a guardianship is not easy. It can be done, but it can be complex and costly, so guardianship should be the last resort.

(The information below is to help you learn and connect you with helpful resources. It is not legal advice.)

INDEPENDENT
Person makes all decisions independently without formal assistance.
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SUPPORTED DECISION MAKING
Person retains decision-making authority but receives support from trusted individuals.
REPRESENTATIVE PAYEE
A designated person manages benefit payments on behalf of the individual.
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ADVANCED DIRECTIVE
Legal document specifying preferences for healthcare decisions if unable to communicate.
POWER OF ATTORNEY
Legal arrangement allowing another person to make decisions on someone’s behalf.
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LIMITED GUARDIANSHIP
Court-appointed guardian makes decisions in specific areas while person retains rights in others.
GENERAL GUARDIANSHIP
Court-appointed guardian has authority over most or all decisions for the individual.
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PROCESS TO MODIFY OR END GUARDIANSHIP
Can be complex and require court approval.

 

Independent: Future
Planning Tools

The following tools can be used to help guide planning for the future

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Online Planning Resources

The Arc Logo

The ARC Future Planning Tool

Thinking Ahead Roadmap Logo

Thinking Ahead: A guide for keeping your money safe as you age

Thinking Ahead Roadmap PDF Image

Thinking Ahead Roadmap PDF (FREE)

Care Planning Guides & Workbooks

Caregiving.com Logo

Developing Your Backup Plan

Your Continuity of Care Planning Guide

5 Wishes PDF

Five Wishes PDF (FREE)

Help identify your personal, emotional, spiritual, and medical wishes

Future Planning Road Map Workbook Graphic

Future Planning: A Roadmap of Our Futures Our Wishes

Future Planning Workbook PDF (FREE)

What is Supported Decision Making?

Supported Decision Making (SDM) helps people learn what supports they need to make their own decisions. Oklahoma law currently recognizes supported decision-making as a “least restrictive alternative.” People may choose trusted family and/or friends to help them instead of someone else deciding for them (like a guardian). These trusted people can explain things, offer advice, and listen to the person’s ideas. The supported person always makes the final decision.

“Supported decision making” means assistance from one or more persons chosen by an individual in understanding the nature and consequences of potential personal and financial decisions to enable the individual to make such decisions, and in communicating such decisions if consistent with the wishes of the individual”
Okla. Stat. tit. 30, § 1-111(13) & (28) (2021)

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Choose Trusted Support

People may choose trusted family and/or friends to help them instead of someone else deciding for them (like a guardian).

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Receive Guidance

People may choose trusted family and/or friends to help them instead of someone else deciding for them (like a guardian).

Select Check Box

Make Final Decisions

The supported person always makes the final decision.

Care Planning Guides

NCAPPS-PDF

Expanding Decision Making

National Resource Center for Supported Decision-Making logo

National Resource Center

Supported Decision-Making – National Resource Center

Image of the Practical Tool for Lawyers pdf cover

Legal Guidance for Lawyers

Practical Guide for Lawyers: Steps in Supporting Decision‐Making

Learn How Supported Decision-Making Can Work For You

Supporting Families

Working to better assist and support families that include a member with I/DD across the lifespan

What is a Representative Payee?

A representative payee is a person or organization that helps someone manage their Social Security or SSI money. They receive the money and use it to pay for things the person needs, like food, clothing, and housing. Income from employment or tribal benefits may be treated differently. See below for tribal resources.

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Managing Benefits

Using the Social Security or SSI money to pay for the person’s current and future needs.

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Meeting Needs

Pays for food, clothing, and housing.

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Saving Funds

Saves any money left over.

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Record Keeping

Keeping records of expenses and how the money was used.

Representative Payee Resources

The following are some of the tools available that can be used to help guide planning for the future.

Educational Videos for Caregivers and Individuals

For the Caregiver: What is a Representative Payee

Representative Payees

Helping Others Apply for Social Security

Insurance and Financial Assistance Programs

Oklahoma Insurance Department Logo

State Health Insurance Assistance Program

Logo for ODLC

Social Security – Ticket to Work

Connection to Employment Services
OK Stable Logo

Oklahoma ABLE Accounts

Save Money and Keep your Benefits

What is an Advanced Directive?

An advance directive is a document that tells a doctor and family what kind of medical care a person wants if they can’t tell them themselves. It’s like writing down wishes for health care at a time someone can’t speak for themselves.

Advance Care Planning

Advanced Directives for Healthcare

Legal Resources

OKLaw – Advance Directives

What is a Power of Attorney?

Power of Attorney (POA)

A Power of Attorney (POA) is a legal document that allows a trusted person, an attorney‐in‐fact or agent, to make decisions for a person asking for support, the principal. The attorney‐in‐fact can help with money, health, and/or other important things. The POA ends when the principal chooses or when they are no longer able to make their own decisions.

Durable Power of Attorney (DPOA)

A Durable Power of Attorney (DPOA) is the same as a POA except it remains in effect even if the principal is no longer able to make decisions.

Power of Attorney Resources

Centered Practices – Choosing a Health Care Power of Attorney: Who is Your "Who"?

Recorded Webinar from the National Center on Advancing Person

Power of Attorney PDF

Oklahoma Health Care Power of Attorney Form

Legal Information – Downloadable PDF
Revocation of POA PDF

Revocation of Powers of Attorney Form

Downloadable PDF

What is Guardianship?

General Guardianship

General Guardianship is when a court gives someone (the guardian) the power to make decisions for another person (the ward). This could involve financial or personal decisions(such as healthcare) or both.

Limited Guardianship

A limited guardianship is when a court gives someone (the guardian) the power to make some decisions, not all, for someone else (the ward). The guardian’s power is limited to specific areas, like finances or healthcare, so the ward keeps control over other things.

Guardianship is a big deal and it is about finding the right fit because it takes away some or all of the person’s (ward’s) rights and should be the last resort. Consideration for guardianship should be carefully weighed because it is the most restrictive option.

Guardianship Resources

Alternatives to Guardianship

Recorded Webinar from the Developmental Disabilities Council of OK

OKLaw Logo

Guardianship of an Adult

Finding the right fit Course image

Finding the Right Fit

Decision-Making Supports and Guardianship Course

Finding the right fit Course image

OKBar Association

Link to Guardianship Materials

Finding the right fit Course image

Last Resort: Title 30 Adult Guardianship

Oklahoma Bar Journal Article

Finding the right fit Course image

A Handbook for Adult Guardianships

Downloadable PDF

Tribal Resources

Oklahoma Indian Legal Services

Legal assistance and representation for Native Americans in Oklahoma

Tribal Court List

Access tribal court information and resources across Oklahoma

Bureau of Indian Affairs

Federal agency providing services to federally recognized Native American tribes

Other Resources

The following are some of the tools available that can be used to help guide planning for the future.

These resources can help individuals and families navigate decision-making options and locate support services available in Oklahoma.

Information and Legal Support Resources

Guardianship and Government Resources

Family and Sibling

Support Resources

Information Center - Special Needs Alliance

OK Bar Association

The Sibling Survival Guide

OK Disability Law Center

Oklahoma Human Services (DHS)

Sooner Success Sibling Support

OK Legal Aid

Supported Decision Making

 OKDHS: Adult Protective Services

Other Resources

The following are some of the tools available that can be used to help guide planning for the future.

These resources can help individuals and families navigate decision-making options and locate support services available in Oklahoma.

Information and Legal Support Resources

Information Center - Special Needs Alliance

OK Disability Law Center

OK Legal Aid

Guardianship and Government Resources

OK Bar Association

Oklahoma Human Services (DHS)

Supported Decision Making

 OKDHS: Adult Protective Services

Family and Sibling Support Resources

The Sibling Survival Guide

Sooner Success Sibling Support

Additional Assistance

Oklahoma Family Network Logo

Oklahoma Family Network

Caring Assitance Line: 1-800-211-2116

Aging Disability Resource Center

Disclaimer

These resources were reviewed and selected by members of the Bridging Aging and Disability Community of Practice. The resources may include legal information but none of it is legal advice. Please make sure to speak with your lawyer before taking legal action.

This website does not endorse any of the specific resources listed above. The resources presented here are for informational purposes only.

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