2026 NATIONAL GUARDIANSHIP ASSOCIATION
QUESTIONS AND ANSWERS RATED A+
✔✔Representative Payee - ✔✔An individual, agency, or organization named by a
governmental agency to receive government benefits
on behalf of, and for the benefit of, the beneficiary entitled to such benefits.
✔✔Self-determination - ✔✔A doctrine that states the actions of a person are
determined by that person. It is free choice of one's acts
without external force.
✔✔Social Services - ✔✔Services provided to meet social needs, including provisions
for public benefits, case management,
money management services, adult protective services, companion services, and other
similar services.
✔✔Substituted Judgment - ✔✔The principle of decision-making which requires
implementation of the course of action which comports
with the individual ward's or beneficiary's known wishes expressed prior to the
appointment of the
guardian or representative payee, provided the individual was once capable of
developing views relevant
to the matter at issue and reliable evidence of these views remains. Current opinions
and desires of the
ward or beneficiary shall be examined and are relevant to a determination of the ward's
or beneficiary's
views prior to appointment of the guardian or representative payee.
✔✔Sui Juris - ✔✔Of full age and capacity; possessing full social and civil rights
✔✔Surety Bond - ✔✔Obligation of a guarantor to pay a second party upon default by a
third party in the performance
the third party owes to the second party.
, ✔✔Trustee - ✔✔One who, having legal title to property, holds it in trust for the benefit of
another and owes a fiduciary duty
to that beneficiary. Generally a trustee's duties are to convert to cash all debts and
securities that are not
qualified legal investments, to re-invest the cash in proper securities, to protect and
preserve the trust
property, and to ensure that it is employed solely for the beneficiary in accordance with
the directions
contained in the trust instrument.
✔✔Ward - ✔✔A person for whom a guardian has been appointed. Synonyms include
Conservatee, disabled person,
protected person, and incapacitated person.
✔✔Standard 1 recognizes the difference in ___________statutes and that these will
trump _________standards of practice if there are additional requirements. - ✔✔State
and NGA
✔✔Certified guardians must follow a code of _________ and standards of
____________ , failure to do so may result in __________ by CGC. - ✔✔Ethics,
practice, discipline
✔✔Guardians/Conservators must only use authority to execute the ____________
given by the court. - ✔✔Powers
✔✔The guardian shall comply with all _____________ of the court. - ✔✔Requirements
✔✔All guardians should be held to the same _________, regardless of familial
relationship, except a guardian with higher level of skills who shall be held to a higher
__________. - ✔✔Standards, standard.
✔✔Front: The guardian shall know the extent of the ____________ and
__________________ of authority granted by the court. - ✔✔Powers and Limitations
✔✔The guardian shall obtain ________ ____________, for actions that are subject to
court approval and shall clarify __________ about the Order prior to taking
____________. - ✔✔Court Authorization, questions, action
✔✔All payments to the guardian from the ___________ of the person, shall follow
applicable ____________ and subject to review by the ___________. - ✔✔Assets,
statutes, court
QUESTIONS AND ANSWERS RATED A+
✔✔Representative Payee - ✔✔An individual, agency, or organization named by a
governmental agency to receive government benefits
on behalf of, and for the benefit of, the beneficiary entitled to such benefits.
✔✔Self-determination - ✔✔A doctrine that states the actions of a person are
determined by that person. It is free choice of one's acts
without external force.
✔✔Social Services - ✔✔Services provided to meet social needs, including provisions
for public benefits, case management,
money management services, adult protective services, companion services, and other
similar services.
✔✔Substituted Judgment - ✔✔The principle of decision-making which requires
implementation of the course of action which comports
with the individual ward's or beneficiary's known wishes expressed prior to the
appointment of the
guardian or representative payee, provided the individual was once capable of
developing views relevant
to the matter at issue and reliable evidence of these views remains. Current opinions
and desires of the
ward or beneficiary shall be examined and are relevant to a determination of the ward's
or beneficiary's
views prior to appointment of the guardian or representative payee.
✔✔Sui Juris - ✔✔Of full age and capacity; possessing full social and civil rights
✔✔Surety Bond - ✔✔Obligation of a guarantor to pay a second party upon default by a
third party in the performance
the third party owes to the second party.
, ✔✔Trustee - ✔✔One who, having legal title to property, holds it in trust for the benefit of
another and owes a fiduciary duty
to that beneficiary. Generally a trustee's duties are to convert to cash all debts and
securities that are not
qualified legal investments, to re-invest the cash in proper securities, to protect and
preserve the trust
property, and to ensure that it is employed solely for the beneficiary in accordance with
the directions
contained in the trust instrument.
✔✔Ward - ✔✔A person for whom a guardian has been appointed. Synonyms include
Conservatee, disabled person,
protected person, and incapacitated person.
✔✔Standard 1 recognizes the difference in ___________statutes and that these will
trump _________standards of practice if there are additional requirements. - ✔✔State
and NGA
✔✔Certified guardians must follow a code of _________ and standards of
____________ , failure to do so may result in __________ by CGC. - ✔✔Ethics,
practice, discipline
✔✔Guardians/Conservators must only use authority to execute the ____________
given by the court. - ✔✔Powers
✔✔The guardian shall comply with all _____________ of the court. - ✔✔Requirements
✔✔All guardians should be held to the same _________, regardless of familial
relationship, except a guardian with higher level of skills who shall be held to a higher
__________. - ✔✔Standards, standard.
✔✔Front: The guardian shall know the extent of the ____________ and
__________________ of authority granted by the court. - ✔✔Powers and Limitations
✔✔The guardian shall obtain ________ ____________, for actions that are subject to
court approval and shall clarify __________ about the Order prior to taking
____________. - ✔✔Court Authorization, questions, action
✔✔All payments to the guardian from the ___________ of the person, shall follow
applicable ____________ and subject to review by the ___________. - ✔✔Assets,
statutes, court
