Alabama: Adult Guardianship and Conservatorship Petition Requirements

Requirements one by one

Proceeding and state terminology

Alabama separates personal and property authority. Section 26-2A-20 defines a
guardian as the person qualified through nomination or court appointment,
including a limited guardian, while a conservator is appointed to manage a
protected person's estate and may also be limited. The ordinary court routes
are the guardian petition in § 26-2A-102 and the conservator or protective-order
petition in §§ 26-2A-130 and 26-2A-133.

Who may file and where

For guardianship, § 26-2A-102(a) says the allegedly incapacitated adult or any
person interested in that adult's welfare may petition for limited or general
authority. Venue under § 26-2A-101 follows the adult's residence or presence;
when a court ordered institutional admission, the county of that court is also
available.

The conservator statute reaches the adult and anyone interested in the estate,
affairs, or welfare, expressly including a parent, child, guardian, custodian,
and a person who would be adversely affected by ineffective property
management. Alabama Code § 26-2A-132 places an Alabama resident's case where the adult
resides and a nonresident's case where Alabama property is located.

What the petition must contain

The two tracks are not mirror images. Section 26-2A-102(a) authorizes a guardian
petition and distinguishes limited from general relief, but does not supply an
itemized pleading checklist for the ordinary adult case.

Section 26-2A-133(b) does supply one for property protection. To the extent
known, it requires the petitioner's interest; the adult's name, age, residence,
and address; known notice recipients; a general property statement and estimated
value; compensation, insurance, pension, or allowance; why relief is necessary;
whether bond has been relieved; and, if a conservator is requested, the nominee,
address, and priority basis.

Proof required for appointment

Guardianship turns on function and need. Section 26-2A-20(8) requires impairment
to the point of lacking sufficient understanding or capacity to make or
communicate responsible decisions. Under § 26-2A-105(b), the court must be
satisfied both that the adult is incapacitated and that appointment is necessary
or desirable for continuing care and supervision.

The property test is separate. Section 26-2A-130(c) requires inability to manage
property and business affairs effectively because of a listed condition, plus
either likely waste or dissipation without management or a need for protected
funds for the adult or dependents. Sections 26-2A-105, 26-2A-130, and
26-2A-135 state these findings but do not name a quantified burden such as
preponderance or clear and convincing evidence.

Alternatives the court must address

Sections 26-2A-105(a) and 26-2A-136(a) tell the court to encourage maximum
self-reliance and independence and to make orders only to the extent necessitated
by the adult's limitations. That is an order-limiting rule, not a statutory
requirement that every petition attach an alternatives inventory.

Property protection has an express no-conservator option. Current § 26-2A-137
allows a court to approve a transaction, trust, payment, service, care
arrangement, or other protective arrangement without appointing a conservator,
and requires the court to consider whether continuing conservator protection is
needed.

Notice, service, and hearing timing

Alabama Code § 26-2A-103 requires notice to the adult, spouse, adult children or—if
there are none—parents, any current guardian or conservator or person with care
and custody, a nearest in-state adult relative when no one else in the first
family group receives notice, and anyone else the court directs. The adult must
be served personally and cannot waive notice. Alabama Code § 26-2A-134 carries this
framework into the conservator case, with publication available when personal
service on a disappeared or otherwise situated adult is impracticable.

Current § 26-2A-50 generally requires mailing or personal delivery at least 14
days before hearing. Publication runs once a week for three consecutive weeks,
with the last publication at least 10 days before hearing. The court may alter
method or timing for good cause. Sections 26-2A-102 and 26-2A-135 require the
court to set a hearing after filing but do not give the ordinary case a fixed
filing-to-hearing deadline.

Counsel and hearing rights

The court appoints an attorney if the adult is unrepresented in a guardian case
under § 26-2A-102(b) or has not chosen counsel in an adult conservator case under
§ 26-2A-135(b). The attorney may receive guardian-ad-litem powers, but counsel,
the court representative, and the eventual guardian or conservator remain
different roles.

The adult may attend, present evidence, cross-examine the physician or other
examiner and court representative, demand the jury available under § 26-2A-35,
and request a closed hearing. In conservatorship, the court may proceed without
the adult only after finding absence is in the adult's best interest. Outside a
court with general equity jurisdiction, § 26-2A-35 specifies a six-person jury
for an incapacity determination; in an equity court, Civil Rule 38 controls.

Medical evidence or court evaluator

For guardianship, § 26-2A-102(b) makes both evidence channels mandatory after
filing. A court-appointed physician or other qualified person examines the adult
and submits a written report. A court representative interviews the adult,
petitioner or person who caused the filing, and proposed guardian; visits the
current and proposed dwelling; and reports in writing.

For adult conservatorship, § 26-2A-135(b) requires a court-designated physician
or other qualified examiner when the alleged disability is one of the statute's
listed mental, physical, age-related, drug-use, or intoxication conditions. The
court currently may, rather than must, send a court representative in that
track.

Limits on the order

Section 26-2A-105 requires a guardian order tied to demonstrated incapacity and
need, and expressly lets the court limit the guardian's powers. Section
26-2A-136 similarly requires property orders only to the extent necessitated by
the adult's limitations. A conservator may receive title to only the property
identified in the order, creating a limited conservatorship under § 26-2A-148.
The finding needed for property protection otherwise has no effect on the
adult's capacity.

Current emergency guardianship is separate. Section 26-2A-107 permits a
no-notice temporary guardian for up to 30 days when an emergency exists and no
other authorized person appears able to act; a different subsection permits up
to six months when an existing guardian is not effectively performing and
immediate action is required. For property, current § 26-2A-136(b)(1) permits
the court, after a preliminary hearing and without notice, to preserve and apply
property for support while the petition is pending.

What trips people up

A major rewrite is enacted but not yet operative. The official current Code
page marks § 26-2A-50 “AMENDED BY ACT 2026-488, EFFECTIVE JANUARY 1, 2027.” The
enrolled Act adds 60-day temporary and 10-day emergency guardian and conservator
routes, detailed guardian-ad-litem duties and training, and a default court-
representative appointment subject to a statutory exception. This page states
the law governing proceedings begun before that date; a filing beginning on or
after January 1, 2027 must be checked against the revised text.

The guardian and conservator petitions do not have the same statutory
checklist. The property petition has the detailed § 26-2A-133 contents list.
The ordinary guardian provision does not reproduce that list, so do not copy
the conservator checklist and label every item a guardianship-statute mandate.

A medical diagnosis is evidence, not the appointment finding. The statutes
require examinations in the settings described above, but the guardian order
still depends on the functional definition plus need for continuing care, and
the conservator order still depends on ineffective property management plus the
specified financial risk or support need.

Common questions

Who ordinarily pays the court-appointed professionals? Alabama Code § 26-2A-142
generally pays appointed attorneys, physicians, and court representatives from
the estate. If the estate is insufficient and the petitioner is not related by
blood or marriage, the court may tax specified professional fees and court
costs to that petitioner.

Does appointing a conservator automatically cancel a durable power of
attorney? No. Section 26-2A-148 says appointment does not terminate a valid
durable power of attorney except by court order.

Statutes and sources

• Ala. Code §§ 26-2A-20, 26-2A-101–105 — definitions, guardian standing and
  venue, evaluation, hearing rights, notice, appointment findings, and limited
  orders. Archived official Alabama Legislature section pages, accessed
  2026-07-19.
• Ala. Code §§ 26-2A-35 and 26-2A-50 — jury and current 14-day notice rules.
  Archived official Alabama Legislature section pages, accessed 2026-07-19.
• Ala. Code §§ 26-2A-130, 26-2A-132–137, 26-2A-142, and 26-2A-148 — property
  petition, standard, notice, counsel, examination, protective arrangements,
  costs, and limited conservatorship. Archived official Alabama Legislature
  section pages plus enrolled 2017 HB 168, accessed 2026-07-19.
• Ala. Code § 26-2A-107, as amended by Act 2015-464 — current emergency
  guardianship boundary. Official enrolled 2015 HB 343, accessed 2026-07-19.
• Act 2026-488 (HB 249) — enacted January 1, 2027 procedural and emergency
  rewrite. Official enrolled act text and current official Code amendment
  banner, accessed 2026-07-19.