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Instructions
This page only contains forms. Visit the webpage of each topic for more information.
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Supported decision-making
You can give someone authority to access your relevant personal information to help you make and communicate a decision.
Personal directive
A personal directive is used to name someone to follow your instructions when making personal decisions for you in case you become incapable due to illness or injury.
Specific decision-making
A one-time decision for an adult who has lost capacity to make health care decisions or placement to/discharge from a residential facility decision.
Specific financial decisions
Limited financial decisions made on behalf of an adult who lacks capacity, when those decisions support where the adult will live.
Forms used to assess capacity
It is important to use the correct form for the adult’s situation.
International wills
A lawyer must register an international will.
Capacity Assessment Roster
Capacity assessors can choose to have their contact information on this website.
Court application forms
Some decision-maker options require that the decision-maker be appointed by the court.
You may want to contact a lawyer and/or accountant or a fee-for-service provider if you require assistance determining which forms are necessary for the court application or for assistance with completing the forms.
Complaints about a decision-maker
The OPGT accepts written complaints to determine if they meet the criteria for investigation.
- Schedule 7: Personal Directives – Complaint to the Public Guardian (Section 24.2)
- Form 5: Complaint Respecting a Co-decision-maker, Guardian or Trustee
Referrals
Referrals to the Public Guardian or Trustee must be completed using the correct form and should only be submitted to OPGT after other options have been considered.
- Referral for the Public Guardian to Act as Specific Decision-Maker for an Adult
- Referral for the Public Trustee to Make a Specific Financial Decision
- Referral for the Public Guardian to Act as Decision Maker of Last Resort
- OPGT Referral
- Request for the Public Guardian to Act as the Agent on a Personal Directive
- Deceased Estate Intake Referral Form
Informal Benefits Administration Program
Choose the correct form(s) based on the source of funds received (Assured Income for the Severely Handicapped (AISH), Canada Pension Plan Disability (CPPD) or both).
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Advance planning