--- name: draft-guardianship description: Use when drafting a guardianship deed or order application for minors (where parents are deceased or incapacitated) or incapacitated adults. Jurisdiction-sensitive across MENA: KSA Najiz court system (wilayah — paternal grandfather priority), UAE Personal Status Courts for Muslims and DIFC Wills & Probate Registry for non-Muslims, Lebanon's confessional courts, and France (tutelle/curatelle for MENA-France dual nationals). Covers scope of guardian powers, property management rules, court reporting obligations, and handoff to a will or power of attorney. license: MIT metadata: id: draft.guardianship category: draft practice_area: estate-personal-status jurisdictions: [KSA, UAE, LB, FR, DIFC] priority: P1 intent: [guardianship, wilayah, tutelle, guardian of minor, incapacitated adult, guardian appointment] related: [draft-will, draft-power-of-attorney, draft-custody-agreement, draft-divorce-petition, review-personal-status] source: Louis — HAQQ Legal AI (github.com/sboghossian/mini-claude-for-legal) version: "1.0" --- # Guardianship Deed / Application ## When to use this Guardianship is the legal appointment of an individual to manage the personal and/or financial affairs of a person who cannot manage them independently: - **Minors** whose both parents are deceased or permanently incapacitated. - **Incapacitated adults** (mental or physical incapacity preventing self-management of affairs). - **Limited-purpose guardianship** (specific asset, decision, or matter — e.g., managing inherited real estate for a minor; consenting to a medical procedure). Guardianship is distinct from: - **Custody (hadanah)** — day-to-day physical care of a child (parent is alive). - **Power of attorney** — voluntary delegation of authority by a competent adult. The applicable legal system (which court has jurisdiction; what rules apply) is determined by the ward's religion, nationality, and domicile. In MENA, Islamic-law jurisdictions apply the wilayah (ولاية) framework; Western civil-law jurisdictions apply tutelle / curatelle or guardianship order regimes. **Always recommend local court counsel** — guardianship requires court appointment in all jurisdictions; this skill supports drafting the application and related instruments, not the final order itself. ## Required inputs | Input | Why it matters | Default | |-------|----------------|---------| | Ward (name, date of birth, nationality, religion, current residence) | Determines jurisdiction and applicable law | — | | Proposed guardian (name, relationship to ward, capacity to act) | Courts assess fitness; relationship priority matters in Islamic-law systems | — | | Reason for guardianship (death of parents; incapacity; specific matter) | Determines grounds and scope of application | — | | Ward's assets (nature, value, jurisdiction where located) | Determines extent of property-management powers requested | — | | Other persons with legitimate interest (relatives, prior guardian) | Must be served or notified in most systems | — | | Preferred court / tribunal | Determined by jurisdiction, religion, nationality | — | ## Jurisdictional framework ### KSA — Wilayah under Sharia In Saudi Arabia, wilayah (legal guardianship) follows Islamic law principles as administered by the Najiz court system (منصة ناجز — the unified court platform for personal-status filings). **Priority order for wilayah:** 1. Father (if living and competent) 2. Paternal grandfather 3. Paternal brothers 4. Paternal uncles 5. Court-appointed guardian (for failure of all above, or in best-interest cases) For incapacitated adults, the court (محكمة الأحوال الشخصية) appoints a guardian (ولي) following assessment. **Key features:** - Court approval required for all significant property transactions by the guardian. - Annual financial reporting to the Personal Status Court. - Compensation: guardians are entitled to reasonable compensation from the ward's estate, approved by the court. - Successor guardian: the deed should nominate a successor (approved by court) to ensure continuity. **Filing process:** through Najiz platform; legal counsel recommended for non-Saudi applicants. ### UAE — Personal Status Court and DIFC Wills Registry **For Muslims:** UAE Personal Status Courts (Sharia-based) apply federal personal status law and Islamic jurisprudence for Muslim wards. Similar wilayah priority order as KSA. **For non-Muslims (DIFC Wills and Probate Registry):** - The DIFC Wills Service Centre allows non-Muslim expats to register wills and appoint guardians for children who are Dubai residents. - A registered DIFC Will can designate a guardian for minor children. - Note: the Will can nominate a guardian; UAE courts still have jurisdiction over the custody arrangement for children habitually resident in UAE. **Abu Dhabi:** the Abu Dhabi Civil Family Court (established 2021 under ADJD reforms) handles guardianship for non-Muslims under civil-law principles. ### Lebanon — Confessional courts Lebanon's guardianship system mirrors its personal-status framework: each religious community applies its own rules through its confessional court. | Community | Court | Framework | |---|---|---| | Sunni / Shia | Sharia court | Wilayah framework (paternal line priority) | | Druze | Druze Personal Status Court | Druze law | | Christian denominations | Respective ecclesiastical courts | Canon law; appointments confirmed by civil authorities | Guardianship appointments: confessional court appoints guardian; civil authorities register and enforce. Financial management of a ward's estate: supervised by court; transactions above a threshold (varies by community) require court approval. ### France — Tutelle and Curatelle For MENA-France dual nationals or for wards habitually resident in France: **Tutelle** (full guardianship — for persons entirely incapable of managing their own affairs): - Ordered by the Juge des tutelles (Family Court judge). - Guardian (tuteur) manages all personal and financial affairs. - Annual accounting to the court. - Transactions above certain thresholds require court approval. **Curatelle** (partial guardianship — for persons who need assistance but not full substitution): - Ward retains capacity for day-to-day decisions; curator assists with significant decisions. - Less restrictive than tutelle; preferred by courts when partial assistance is sufficient. **Habilitation familiale** (simplified family authorization for adults with incapacity): - Since 2015, allows family members to be granted authority to act for an incapacitated adult without full tutelle. - Faster and less burdensome than tutelle. ## Document structure ### 1. Application to the Court (for appointment proceedings) **Header:** Court name, application date, applicant (proposed guardian), ward details. **Statement of facts:** - Ward's identity, date of birth, religion, nationality, and current residence. - Present legal status (minor / incapacitated adult). - Circumstances necessitating guardianship (death certificate of parents; medical diagnosis of incapacity). - Proposed guardian's identity, relationship to ward, and fitness. **Scope of authority requested:** - Personal care decisions (residence, education, healthcare for minors). - Financial management powers: - Property management (manage but not dispose of real estate without court approval). - Investment authority (invest ward's assets conservatively; specify asset classes). - Contractual authority (enter contracts on ward's behalf up to [amount] without court approval; larger amounts require court authorization). - Business management (if ward holds a business interest). **Compensation:** propose reasonable compensation from ward's estate, subject to court approval. **Reporting:** undertaking to file annual accounts to the court; notify court of any change in ward's circumstances. **Successor guardian:** name a successor guardian to prevent gaps in appointment. ### 2. Guardian's Deed (once appointed) The guardian's deed confirms the terms of appointment and the guardian's undertakings: 1. **Identity of guardian and ward** — full details; date of court order. 2. **Scope of powers** — as ordered by the court; enumerate. 3. **Investment / property management rules** — conservative investment mandate; no speculative investments; real estate transactions require court approval. 4. **Accounting obligations** — annual accounts in the form required by the court; maintain proper records. 5. **Conflicts of interest** — guardian must notify the court of any transaction in which the guardian has a personal interest; conflicted transactions require independent counsel and court approval. 6. **Compensation** — as approved by the court; reimbursement of documented expenses. 7. **Successor guardian** — upon guardian's death or incapacity, the successor takes over; court notification required. 8. **Termination** — on ward reaching majority; on restoration of ward's capacity; on court order; on death. 9. **Jurisdiction and governing law** — as specified in the appointment order. ## Interaction with will and power of attorney - **Will**: a parent may appoint a testamentary guardian in their will for minor children. The will is a nomination; the court confirms and appoints. See [[draft-will]] for will drafting, including testamentary guardian nomination. - **Power of attorney**: for a living adult who wishes to grant authority before incapacity arises, a durable power of attorney is appropriate. Guardianship is court-supervised; a durable PoA is voluntary. See [[draft-power-of-attorney]]. - **DIFC Wills**: for non-Muslim expats in Dubai, a registered DIFC Will can nominate a guardian for children — the most practical mechanism available. ## Common mistakes 1. **Confusing custody (hadanah) with guardianship (wilayah)** — a parent with physical custody does not have legal guardianship (wilayah) under Islamic law if the father is alive; the two concepts must be addressed separately. 2. **Not serving interested parties** — courts require that other persons with legitimate interests (other relatives; previous guardians) be notified and given opportunity to object. 3. **Over-broad financial powers** — requesting unlimited investment authority for a guardian is rejected by courts; define a conservative investment mandate with thresholds above which court approval is required. 4. **No successor named** — a guardianship without a successor creates a gap if the guardian dies or becomes incapacitated. 5. **Ignoring the DIFC Wills Service** for non-Muslim UAE residents — this is the most practical and accessible route to ensure a guardianship nomination is recognized in Dubai. ## Related skills - [[draft-will]] — will that nominates a testamentary guardian; executed alongside guardianship deed for comprehensive estate planning - [[draft-power-of-attorney]] — voluntary delegation of authority short of full guardianship (for competent adults) - [[draft-custody-agreement]] — physical custody arrangement for living separated/divorced parents (distinct from guardianship) - [[draft-divorce-petition]] — divorce proceeding within which guardianship and custody may be determined - [[review-personal-status]] — reviewing existing guardianship or custody orders for enforceability