Fees & FAQ
Form 4 Assessments
The Government of Alberta regulates the maximum fee for Form 4 capacity assessments. Current Alberta maximums are up to $500 for Guardianship or Trusteeship and up to $700 for combined Guardianship and Trusteeship.
Any other applicable service arrangements are discussed before the appointment.
Estate, Legal & Financial Capacity
Decision-specific assessments vary in complexity. Fees depend on the assessment question, number of issues being assessed, record review, collateral interviews, assessment time, complexity, report requirements and consultation with counsel or other professionals. Scope and fee are confirmed before proceeding.
Financial Vulnerability Reviews
The fee depends on whether the service involves an initial consultation, focused assessment, records review, collateral information, structured financial decision-making assessment and a written opinion.
A quote is provided once the scope is clear.
Decision-Maker Support
Decision-Maker Support is consultation-based. One-time, complex-case and ongoing consultation options may be available. Fees and scope are agreed upon before consultation begins.
Frequently Asked Questions
Does a diagnosis of dementia mean someone lacks capacity?
No. Capacity assessment focuses on the person’s ability to make the particular decisions in question.
Does a low cognitive score mean someone lacks capacity?
Not by itself. Cognitive testing may provide useful clinical information, but capacity requires assessment of decision-making abilities in context.
Can family attend the assessment?
A support person may be present where appropriate and consistent with the adult’s wishes and the assessment process. A support person must not answer for, coach or influence the individual. Some portions may need to occur privately.
Can an assessment be done at home?
Community-based assessment is available, including private homes and supportive or continuing-care environments. Virtual assessment may also be appropriate for selected situations.
What records are helpful?
Relevant medical information, medication lists, previous cognitive or psychological testing, previous capacity assessments, court orders, Personal Directives, EPOAs, proposed estate-planning documents, functional information and relevant collateral may be useful depending on the assessment.
What if the person disagrees with the assessment?
Disagreement with family members or making an unconventional decision does not, by itself, establish incapacity. The adult’s own perspective is an important part of the assessment.
Do you provide legal advice?
No. Capacity assessment provides a clinical opinion regarding decision-making ability. Legal advice regarding court applications, wills, Personal Directives, EPOAs and legal rights should be obtained from a lawyer.