Adult Guardianship

Guidance when decision-making matters most.

When an adult can no longer make informed decisions regarding their personal care or finances, families are often faced with difficult and emotional choices. Adult guardianship is a serious legal process that requires thoughtful evaluation, careful planning, and compassionate guidance. At Oertel, Koonts & Oertel, we help clients navigate guardianship matters with clarity and confidence, while remaining focused on protecting the dignity, rights, and well-being of the individual involved.

We represent individuals and families in adult guardianship proceedings throughout North Carolina, including cases involving dementia, mental illness, and other cognitive or physical impairments. Guardianship matters require a strong understanding of the court’s preference for least restrictive alternatives, as well as the procedural and evidentiary standards involved. We work closely with our clients to determine whether guardianship is appropriate and, when court involvement is necessary, to present a clear, well-supported case.

Our Adult Guardianship Services

  • Evaluating whether guardianship is appropriate or required
  • Advising on least restrictive alternatives to guardianship
  • Preparing and filing petitions for guardianship
  • Representation before the Clerk of Court
  • Counseling proposed guardians on legal duties and responsibilities
  • Assisting with required financial accountings and court compliance
  • Supporting guardians in the management and protection of a ward’s assets


Serving as a guardian carries ongoing legal and financial responsibilities, and our work does not end with a court appointment. We continue to support guardians as circumstances change, helping ensure compliance with court requirements and providing guidance when new issues arise.

Why Clients Trust Us

We understand that guardianship matters often arise during times of stress and uncertainty. That’s why we approach every case with patience, respect, and careful attention to detail. Our goal is to help families make informed decisions, reduce unnecessary conflict, and move forward with confidence, knowing their loved one’s interests are protected.

What Can We Do to Serve You?

If you have questions about adult guardianship or need guidance regarding a loved one’s care or financial protection, contact us today or call (336) 524-0355 to schedule a consultation.

David Stephens

Need Help?

If you have questions or a legal issue you’d like to discuss, or if you’d like to get started, contact us today.