1.    Interview the ward or proposed ward and explain the contents of the petition for guardianship, the procedures and their rights.
2.    Interview the proposed guardian(s).
3.    Make a recommendation to the court regarding the fitness of the proposed guardian.
4.    Advise client, orally and in writing, of rights under Sec. 54.42, Wis. Stats.
5.    Review any Power of Attorney for Health Care (Ch. 155) or Durable Power of Attorney (Ch. 243) or financial or health care documents executed by the proposed ward.  Interview any health care or financial agent appointed by the proposed ward.  Report to the court on whether or not the ward’s advance planning is adequate to preclude the need for guardianship.
6.    Inform the court and petitioner’s counsel if the proposed ward wants an attorney.
7.    Notify the guardian of the guardian’s rights in the process.
8.    Request necessary additional medical, psychological or other evaluations.
9.    Inform the court of any objections the ward has.
10.    Attend all court proceedings.
11.    Present evidence concerning the best interests of the proposed client.
12.    Report to the court on any matter that the court requests.