Capacity Assessments
We provide professional, in-person capacity assessments completed by Designated Capacity Assessors trained through the Office of the Public Guardian and Trustee of Alberta.
Assessments are available at our Leduc, AB clinic or in your home, care facility, or community setting anywhere in Alberta—making this service accessible and convenient.
Start with a free phone or video consultation to determine if a capacity assessment is appropriate for your situation.
Robyn Scobie
Registered Psychiatric Nurse, Designated Capacity Assessor
Steps To Obtain a Capacity Assessment
Before Your Assessment
To proceed, the following is required:
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A free initial consult with the applicant (by phone or video)
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A recent medical assessment (within the past 3 months) completed by a physician
This ensures the individual being assessed is not experiencing a temporary or reversible medical condition that could affect decision-making.
If the client does not have a family doctor, a walk-in clinic or any physician assessment is acceptable that confirms there are no temporary or reversible medical conditions present. Our clinic will require a letter from the physician or a copy of the health records to legally proceed with a capacity assessment
Our clinic does not complete capacity assessments for individuals that have Personal Directives in place, as they require a Physician or Psychologist to complete a portion of this assessment.
Fees
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$500 – Assessment for one area:
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Co-decision-making
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Guardianship
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Trusteeship
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$700 – Combined Guardianship & Trusteeship assessment
Assessments typically take 1–3 hours to complete
What's Included
Your assessment fee includes:
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Free initial consultation
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Review of medical records
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In-person capacity assessment
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A detailed written capacity assessment report
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A copy of the report for submission to the courts or the Office of the Public Guardian and Trustee (OPGT).
Please note: Filing paperwork is the responsibility of the applicant. Capacity Assessments must be filed within 6 months of completion with the courts or OPGT.
Location Options
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In-clinic (Leduc): Wheelchair accessible
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Mobile service (Alberta-wide): Home, care facility, or community setting
Mobile assessments are ideal for clients with mobility, physical, or mental health challenges, and can provide a more accurate picture of daily functioning.
Travel and mileage fees apply for mobile services and will be discussed in advance.
Learn More
For more information about Alberta Capacity Assessments please contact the Office of the Public Guardian and Trustee of Alberta by phone, their website and view their online step by step guide:
Website:
https://www.alberta.ca/opgt-supports
Phone Number:
Edmonton Main Office #780-427-2744
Guardianship & Trusteeship Court Application Forms and Guide to Applying
https://www.alberta.ca/office-public-guardian-trustee-forms
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Under this link scroll down the page to the section of, “Court Application Forms.”
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Click the, “Adult Guardianship and Trusteeship,” section to expand
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Click the, “Application Bundle,” to obtain all the forms the applicant who is applying to be the Guardian or Trustee will have to complete and submit with the Capacity Assessment Report (Form 4) you will be provided by the Designated Capacity Assessor.
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Above the Application Bundle section you will see the, “Guide to applying for guardianship and trusteeship,” this guide will walk you through how to complete the application bundle.
