Adult Guardianship and Conservatorship Petition Requirements in Utah
At a glance
| Proceeding and state terminology | Utah Code Title 75 ch. 5 separates personal guardianship (pt. 3) from property conservatorship/protective orders (pt. 4); proceedings may be consolidated (§ 75-5-101.5). |
|---|---|
| Who may file and where | Guardian: adult or anyone interested in the adult's welfare; venue where adult resides or is present, also committing-court county (§§ 75-5-302-.303). Conservator: protected person, estate/affairs/welfare interested person, or person harmed by poor management; residence county, or property county for nonresident (§§ 75-5-403-.404). |
| What the petition must contain | Guardian statute asks for an incapacity finding and guardian appointment but gives no detailed checklist (§ 75-5-303(1)). Conservator petition lists petitioner interest; adult's identity/residence; guardian and nearest relative; property/value and benefits; necessity; proposed conservator and priority (§ 75-5-404). |
| Proof required for appointment | Guardian: clear and convincing functional incapacity plus necessary/desirable continuing care (§§ 75-1-201(25), 75-5-304). Conservator: inability to manage effectively plus threatened waste/dissipation or needed support funds (§ 75-5-401); §§ 75-5-401 and -407 state no separate burden. |
| Alternatives the court must address | Guardian: limited order preferred; full only if no alternative exists and nothing less is adequate (§ 75-5-304). Conservator: court may authorize a transaction/arrangement without ongoing conservator, but a valid POA alone cannot compel denial (§§ 75-5-401(3), 75-5-409). |
| Notice, service, and hearing timing | Guardian: personal service on adult, spouse, and parents; other recipients include adult children, fiduciaries/caregivers, and sometimes APS; general 10-day notice rule applies (§§ 75-1-401, 75-5-309). Conservator: adult and spouse or parents personally served at least 10 days before hearing (§ 75-5-405). No fixed filing-to-hearing deadline stated. |
| Counsel and hearing rights | Guardian: appointed counsel unless chosen counsel or all seven narrow exception criteria; adult ordinarily attends, may present/cross-examine, demand jury, or request closed nonjury hearing (§ 75-5-303). Conservator: court may appoint counsel; no parallel automatic-counsel or jury clause in § 75-5-407. |
| Medical evidence or court evaluator | Guardian: court may appoint qualified health provider and court visitor; reports are filed. Visitor becomes required to waive attendance unless extended coma is clearly proved (§ 75-5-303(4)-(6)). Conservator: physician exam and visitor interview are discretionary (§ 75-5-407(4)). |
| Limits on the order | Guardian: limited-order restrictions must be stated; full order needs specific no-lesser-option finding (§ 75-5-304). Property court may use one-time protective arrangement and basis order does not remove capacity (§§ 75-5-408-.409). Emergency guardian lasts at most 30 days; temporary conservator may serve until further order (§§ 75-5-310, 75-5-408(3)). |
Requirements one by one
Proceeding and state terminology
Utah uses guardian for personal care and conservator for property and financial management. They are separate proceedings under Parts 3 and 4 of Title 75, Chapter 5, although § 75-5-101.5 permits consolidation when both are pending in the same court.
Who may file and where
For guardianship, § 75-5-302 places venue where the adult resides or is present, and § 75-5-303 permits the adult or anyone interested in the adult's welfare to file. For conservatorship, § 75-5-404 also reaches someone interested in the adult's estate or affairs and anyone who would be adversely affected by ineffective property management; under § 75-5-403, a nonresident case may be filed where the adult has property.
What the petition must contain
Under § 75-5-303, the guardianship request is stated in functional terms—a finding of incapacity and appointment—but does not supply a long statutory content list. The conservator petition is different. Under § 75-5-404, it requires the petitioner's interest; the adult's name, age, residence, and address; guardian and nearest-relative information; a property/value and benefits summary; necessity; and the proposed conservator's identity and priority.
Proof required for appointment
The current definition of incapacity is functional: even with appropriate technology, the adult lacks ability to receive and evaluate information, make and communicate decisions, or provide necessities to the extent essential financial protection or health, safety, or self-care cannot be met. A guardian requires clear and convincing proof of that incapacity and that continuing care and supervision is necessary or desirable.
The conservator standard is separate. Section § 75-5-401 requires ineffective property management plus threatened waste or dissipation, or a need to obtain support funds. Sections 75-5-401 and 75-5-407 require a hearing and findings but do not state a separate burden of proof for this property track.
Alternatives the court must address
Under § 75-5-304, limited guardianship is preferred. A full guardianship is permitted only when no alternative exists, and the court must specifically find that nothing less is adequate.
Property protection is structured differently. A valid power of attorney alone cannot force denial, but § 75-5-409 permits the court to authorize a transaction, trust, payment, or other protective arrangement without appointing an ongoing conservator and directs the court to consider whether continuing protection is needed.
Notice, service, and hearing timing
Under § 75-5-309, the guardian case uses personal service on the adult, spouse, and parents and notice to adult children, existing fiduciaries or caregivers, and sometimes Adult Protective Services. Section § 75-1-401 supplies the general ten-day mailing or personal-delivery floor. Under § 75-5-405, a conservator petition requires personal service on the adult and spouse or parents at least ten days before the hearing.
Both appointment statutes tell the court to set a hearing, but neither states a fixed filing-to-hearing deadline for the ordinary adult case.
Counsel and hearing rights
Guardianship counsel is appointed unless the adult already has chosen counsel. The only exception requires all seven criteria in § 75-5-303(6)(e), including a parent petitioner, an estate no more than $20,000, in-court appearance, opportunity to accept or object, no volunteer lawyer available within 60 days, a court finding counsel unnecessary, and an appointed visitor's report.
The adult ordinarily attends, sees or hears the evidence, may present evidence and cross-examine witnesses, and has a jury right. The adult or counsel may ask for a closed hearing without a jury. In a conservator case, § 75-5-407 makes appointed counsel discretionary and contains no parallel jury clause.
Medical evidence or court evaluator
The ordinary guardianship statute does not make a clinical certificate a universal petition attachment. Under the 2026 version of § 75-5-303, the court may appoint a qualified health-care provider to assess functional abilities with evidence-based screening tools and may appoint a court visitor; each appointed professional files a report.
A visitor becomes mandatory when the court is asked to waive the adult's attendance, unless clear physician evidence shows extended coma likely to last through the hearing. In the conservator track, physician examination and a visitor interview are discretionary.
Limits on the order
A limited guardianship order states its limitations. A full guardianship needs the specific no-lesser-option finding. For property, the court can use a one-time protective arrangement instead of an ongoing conservator, and an order finding a basis for property protection does not itself affect the adult's legal capacity.
Under § 75-5-310, emergency guardianship is a separate, no-notice appointment for at most 30 days pending notice and hearing. Under § 75-5-408, the property provisions separately allow a temporary conservator to serve until further court order.
What trips people up
Utah's counsel rules differ sharply between the two tracks. Counsel is the default in an adult guardianship and can be omitted only if every narrow statutory criterion is met. In the property-only conservator proceeding, the appointment statute says the court may appoint counsel.
Common questions
Does the adult have a jury right?
In the ordinary guardianship proceeding, yes. Section 75-5-303(6)(d) gives the adult a jury-trial right; the adult or counsel may instead request a closed hearing without a jury. The conservator procedure does not contain the same clause.
Must a doctor examine the adult in every guardianship case?
No universal examination is stated. The current statute says the court may appoint a qualified health-care provider. If appointed, that provider must use appropriate evidence-based tools, assess functional abilities and limitations, and file the report with the court.
Statutes and sources
- Utah Code §§ 75-5-101.5 and 75-5-301.5-.310. Separate proceedings, guardianship petition and venue, counsel, attendance, jury and evidence rights, evaluators, proof, notice, limited-order preference, and emergency boundary. https://le.utah.gov/xcode/Title75/Chapter5/C75-5_1800010118000101.pdf and https://le.utah.gov/xcode/title75/chapter5/C75-5-P3_1800010118000101.pdf (accessed 2026-07-18).
- Utah Code §§ 75-1-201(25) and 75-1-401. Current functional incapacity definition and general ten-day notice method. https://le.utah.gov/xcode/Title75/Chapter1/C75-1-S201_2025050720250507.pdf and https://le.utah.gov/xcode/Title75/Chapter1/C75-1_1800010118000101.pdf (accessed 2026-07-18).
- Utah Code §§ 75-5-401 and 75-5-403-.409. Property standard, venue, petition contents, service, counsel and discretionary evaluation, protective arrangements, capacity effect, and temporary conservator. https://le.utah.gov/xcode/Title75/Chapter5/C75-5-P4_1800010118000101.pdf (accessed 2026-07-18).
Source links
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