Research guides

Guardianship in Pennsylvania

Onsite Print & Electronic

The following print resources include information regarding guardianship in Pennsylvania. Some resources published by LexisNexis and West/Thomson Reuters may be available on the library's Lexis and Westlaw computers. See below for more information.

Onsite Print & Electronic

Dunlap-Hanna Pennsylvania Forms LexisNexis
Also available on the library's Lexis computers.
See Chapter 68: Uniform Transfer to Minors Act; Designation of Custodian, Chapter 79: Minors, and Chapter 80: Incapacitated Persons.

Partridge-Remick Practice and Procedure in the Orphan's Court Division, Court of Common Pleas of Pennsylvania LexisNexis
Also available on the library's Lexis computers (as Remick's Pennsylvania Orphans' Court Practice).
See Chapter XXXVI: Guardians: Persons and Estates of Minors, Chapter XXXVII: Guardians: Persons and Estates of Incompetents, and Chapter LVII: Uniform Adult Guardianship and Protective Proceedings.

Pennsylvania Law Encyclopedia LexisNexis
Also available on the library's Lexis computers and on the LexisNexis Digital Library.
See "Guardian and Ward". Library also has previous edition: see all.

Pennsylvania Orphans' Court Commonplace Book Bisel
Also referred to as Hunter's. See "Guardian and Ward" and "Incapacitated Persons". Library also has previous edition: see all.

Pennsylvania Special Needs Planning Guide: A Handbook for Trustees of Special Needs Trusts and Their Advisors Bisel
See Chapter 11: Guardianships.

Pennsylvania Transaction Guide: Legal Forms LexisNexis
Also available on the library's Lexis computers. Also referred to as Bongiovanni.
See Chapter 82: Testamentary Guardians.

Standard Pennsylvania Practice West
Also available on the library's Westlaw computers.
See Chapter 163: Minors' Property, Custodianship, and Guardianship, and Chapter 164: Incapacitated Persons' Property and Guardianship. Library also has previous edition: see all.

Summary of Pennsylvania Jurisprudence 2d West
Also available on the library's Westlaw computers.
See Probate, Estates, and Trusts, Part 2: Particular Estates and Administrators, Subpart B: Particular Estates - Estates of Minors (chapters 23-25), and Subpart C, Chapter 26: Guardianship of Incapacitated Person's Property. Library also has previous edition.

PBI Publications

In conjunction with its continuing legal education courses, the Pennsylvania Bar Institute (PBI) produces many books each year covering various guardianship matters. Some of these concentrate on more specific or unusual areas of the law. When a researcher has difficulty finding an answer in the manuals or form books, it is a good idea to turn to a PBI publication for guidance.

16th Annual Estate & Elder Law Symposium (Philadelphia)
See Chapter H: Guardianship - Procedure and Practice Tips. Includes forms.

24th Annual Estate Law Institute
See Chapter BB: Guardianship Procedures and Practice Tips. Includes forms.

25th Annual Estate Law Institute
See Chapter K: Guardianships of Incapacitated Persons. Includes forms.

Drafting a Last-Minute Estate Plan for a Sick or Dying Client
See Chapter 2: Determining Capacity and Guardianship. Includes forms.

Elder Law Institute 2019
See Chapter D: Guardianship Update - New Rules and Reporting Requirements and Chapter I: Emergency Guardianships - Process and Procedure.

Five County Guardianship Practice: Bucks, Chester, Delaware, Montgomery and Philadelphia
Includes forms. Library has previous edition: see all.

Guardianship 101
Includes forms.

Guardianship of Incapacitated Persons: How to Navigate the Long and Winding Road
Includes forms.

Guardianship Practice and Procedure
Includes forms.

Understanding the Basics of Elder Law
See Chapter 2: How to Obtain a Guardianship in Pennsylvania. Includes forms.