@TS61 wrote:
hmmm. good point about the stacked RMD's being a concern.
I agree the county clerk should be the route. I've talked to them several times and so far they've not been able to assist. In fact they've bounced me around departments until I ended up back where I started. It's a big county (over 4 million people). Perhaps it would be simpler in a smaller place. I also hit an attorney and his comment was likely the only route is to go the full financial guardian route through the court system. So far there's no "file this form and you're good".
I agree that you need to be appointed financial guardian. But my thought is that the paperwork might be possible as a pro se.
(Tangentially related, my ex-wife and I legally separated in NY using attorneys. Once we decided to go all the way with the divorce, NY has a process to convert a legal separation to an uncontested divorce. It wasn't just one form, but I was able to do it without an attorney, by following the instructions on the court web site.)
When it comes down to brass tacks, every legal action starts with at least one form, in this case asking the court for the appointment.
My main point is, there will be some cost of doing nothing and waiting. Whether that cost is higher or lower than the cost of getting the appointment, is something you should consider as part of this process.
Good luck.
