Texas 2023 - 88th Regular

Texas Senate Bill SB1624 Latest Draft

Bill / Enrolled Version Filed 05/28/2023

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                            S.B. No. 1624


 AN ACT
 relating to guardianships and services for incapacitated persons
 and to the emergency detention of certain persons with mental
 illness.
 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
 SECTION 1.  Section 1054.001, Estates Code, is amended to
 read as follows:
 Sec. 1054.001.  APPOINTMENT OF ATTORNEY AD LITEM IN
 PROCEEDING FOR APPOINTMENT OF GUARDIAN. In a proceeding under this
 title for the appointment of a guardian, the court shall appoint an
 attorney ad litem to represent the proposed ward's interests,
 including the proposed ward's expressed wishes.
 SECTION 2.  Section 1054.003, Estates Code, is amended to
 read as follows:
 Sec. 1054.003.  ACCESS TO RECORDS. An attorney ad litem
 appointed under Section 1054.001 or an attorney retained by a ward
 or proposed ward under Section 1054.006 or 1202.103 shall be
 provided copies of all of the current records in the guardianship
 case. The attorney ad litem or retained attorney may have access to
 all of the proposed ward's relevant medical, psychological, and
 intellectual testing records.
 SECTION 3.  Section 1054.006, Estates Code, is amended to
 read as follows:
 Sec. 1054.006.  REPRESENTATION OF WARD OR PROPOSED WARD BY
 ATTORNEY. (a) A ward or proposed ward [The following persons] may
 at any time retain an attorney who holds a certificate required by
 Subchapter E to represent the ward's or proposed ward's [person's]
 interests, including the ward's or proposed ward's expressed
 wishes, in a guardianship proceeding, including a proceeding
 involving the complete restoration of the ward's capacity or
 modification of the ward's guardianship, instead of having those
 interests represented by an attorney ad litem appointed under
 Section 1054.001, Section 1202.101, or another provision of this
 title[:
 [(1)  a ward who retains the power to enter into a
 contract under the terms of the guardianship, subject to Section
 1202.103; and
 [(2)  a proposed ward for purposes of a proceeding for
 the appointment of a guardian as long as the proposed ward has
 capacity to contract].
 (b)  Subject to Subsection (c), if a ward or proposed ward
 has retained an attorney under Subsection (a), [If] the court shall
 [finds that the ward or the proposed ward has capacity to contract,
 the court may] remove an attorney ad litem appointed under Section
 1054.001, Section 1202.101, or any other provision of this title
 that requires the court to appoint an attorney ad litem to represent
 the interests of a ward or proposed ward and appoint a ward or a
 proposed ward's retained counsel.
 (c)  On the motion of a party to a guardianship proceeding or
 on the court's own motion, the court may hold a hearing on the ward's
 or proposed ward's capacity to retain an attorney under Subsection
 (a). The burden of proof is on the party motioning the court.  If
 the court finds by a preponderance of evidence that the ward or
 proposed ward does not understand the guardianship proceeding or
 the purpose for which the attorney was retained, the court may
 appoint an attorney ad litem under Section 1054.001, Section
 1202.101, or another provision of this title.
 (d)  An attorney retained by a ward or proposed ward under
 this section must represent the ward's or proposed ward's
 interests, including the ward's or proposed ward's expressed
 wishes.
 SECTION 4.  Section 1054.007, Estates Code, is amended by
 adding Subsection (c) to read as follows:
 (c)  An attorney ad litem appointed for a ward or proposed
 ward under this title shall represent the ward's or proposed ward's
 interests, including the ward's or proposed ward's expressed
 wishes.
 SECTION 5.  Section 1054.051, Estates Code, is amended to
 read as follows:
 Sec. 1054.051.  APPOINTMENT OF GUARDIAN AD LITEM IN
 GUARDIANSHIP PROCEEDING. (a)  Subject to Subsection (b), the [The]
 judge may appoint a guardian ad litem to represent the interests of
 an incapacitated person in a guardianship proceeding.
 (b)  A person appointed as a guardian ad litem may not be:
 (1)  an interested person, as defined by Section
 1002.018(1); or
 (2)  an attorney ad litem appointed for the
 guardianship proceeding except as provided by Section 1054.052,
 1202.101, or 1203.051.
 SECTION 6.  Subchapter D, Chapter 1054, Estates Code, is
 amended by adding Section 1054.157 to read as follows:
 Sec. 1054.157.  REQUIRED TRAINING. At least once every two
 years, a court investigator and a court visitor shall complete two
 hours of training, including one hour of training on alternatives
 to guardianship and supports and services available to a proposed
 ward in accordance with Section 22.0133, Government Code.
 SECTION 7.  Section 1101.103, Estates Code, is amended to
 read as follows:
 Sec. 1101.103.  DETERMINATION OF INCAPACITY OF CERTAIN
 ADULTS: PHYSICIAN OR PSYCHOLOGIST EXAMINATION.  (a)  Except as
 provided by Section 1101.104, the court may not grant an
 application to create a guardianship for an incapacitated person,
 other than a minor or person for whom it is necessary to have a
 guardian appointed only to receive funds from a governmental
 source, unless the applicant presents to the court a written letter
 or certificate from:
 (1)  a physician licensed in this state, if the
 proposed ward's alleged incapacity results from a physical
 condition or mental condition; or
 (2)  a psychologist licensed in this state or certified
 by the Health and Human Services Commission to perform the
 examination, in accordance with rules adopted by the executive
 commissioner of the commission governing examinations of that kind,
 if the proposed ward's alleged incapacity results from a mental
 condition.
 (a-1)  The physician or psychologist who provides the letter
 or certificate under Subsection (a) must:
 (1)  have experience examining individuals with the
 physical or mental condition resulting in the proposed ward's
 alleged incapacity; or
 (2)  have an established patient-provider relationship
 with the proposed ward.
 (a-2)  The letter or certificate required by Subsection (a)
 must be [that is]:
 (1)  dated not earlier than the 120th day before the
 date the application is filed; and
 (2)  based on an examination the physician or
 psychologist performed not earlier than the 120th day before the
 date the application is filed.
 (b)  A [The] letter or certificate from a physician must:
 (1)  describe the nature, degree, and severity of the
 proposed ward's incapacity, including any functional deficits
 regarding the proposed ward's ability to:
 (A)  handle business and managerial matters;
 (B)  manage financial matters;
 (C)  operate a motor vehicle;
 (D)  make personal decisions regarding residence,
 voting, and marriage; and
 (E)  consent to medical, dental, psychological,
 or psychiatric treatment;
 (2)  in providing a description under Subdivision (1)
 regarding the proposed ward's ability to operate a motor vehicle
 and make personal decisions regarding voting, state whether in the
 physician's opinion the proposed ward:
 (A)  has the mental capacity to vote in a public
 election; and
 (B)  has the ability to safely operate a motor
 vehicle;
 (3)  provide an evaluation of the proposed ward's
 physical condition and mental functioning and summarize the
 proposed ward's medical history if reasonably available;
 (3-a)  in providing an evaluation under Subdivision
 (3), state whether improvement in the proposed ward's physical
 condition and mental functioning is possible and, if so, state the
 period after which the proposed ward should be reevaluated to
 determine whether a guardianship continues to be necessary;
 (4)  state how or in what manner the proposed ward's
 ability to make or communicate responsible decisions concerning
 himself or herself is affected by the proposed ward's physical or
 mental health, including the proposed ward's ability to:
 (A)  understand or communicate;
 (B)  recognize familiar objects and individuals;
 (C)  solve problems;
 (D)  reason logically; and
 (E)  administer to daily life activities with and
 without supports and services;
 (5)  state whether any current medication affects the
 proposed ward's demeanor or the proposed ward's ability to
 participate fully in a court proceeding;
 (6)  describe the precise physical and mental
 conditions underlying a diagnosis of a mental disability, and state
 whether the proposed ward would benefit from supports and services
 that would allow the individual to live in the least restrictive
 setting;
 (6-a)  state whether a guardianship is necessary for
 the proposed ward and, if so, whether specific powers or duties of
 the guardian should be limited if the proposed ward receives
 supports and services; and
 (7)  include any other information required by the
 court.
 (b-1)  Consistent with the scope of practice of a
 psychologist under Chapter 501, Occupations Code, a letter or
 certificate from a psychologist must include the information
 required under Subsection (b) only in relation to the proposed
 ward's mental capacity.
 (c)  If the court determines it is necessary, the court may
 appoint a physician or psychologist [the necessary physicians] to
 examine the proposed ward.  The court must make its determination
 with respect to the necessity for a physician's or psychologist's
 examination of the proposed ward at a hearing held for that purpose.
 Not later than the fourth day before the date of the hearing, the
 applicant shall give to the proposed ward and the proposed ward's
 attorney ad litem written notice specifying the purpose and the
 date and time of the hearing.
 (d)  A physician or psychologist who examines the proposed
 ward, other than a physician or psychologist who examines the
 proposed ward under Section 1101.104(2), shall make available for
 inspection by the attorney ad litem appointed to represent the
 proposed ward a written letter or certificate from:
 (1)  the physician that complies with the requirements
 of Subsections (a), (a-1), (a-2), and (b); or
 (2)  the psychologist that complies with the
 requirements of Subsections (a), (a-1), (a-2), and (b-1).
 SECTION 8.  Section 1102.002, Estates Code, is amended to
 read as follows:
 Sec. 1102.002.  ESTABLISHMENT OF PROBABLE CAUSE FOR
 INVESTIGATION.  To establish probable cause under Section 1102.001,
 the court may require:
 (1)  an information letter about the person believed to
 be incapacitated that is submitted by an interested person and
 satisfies the requirements of Section 1102.003; or
 (2)  a written letter or certificate from a physician
 or psychologist who has examined the person believed to be
 incapacitated that satisfies the requirements of Section 1101.103,
 except that the letter must be:
 (A)  dated not earlier than the 120th day before
 the date of the appointment of a guardian ad litem or court
 investigator under Section 1102.001; and
 (B)  based on an examination the physician or
 psychologist performed not earlier than the 120th day before that
 date.
 SECTION 9.  Section 1151.351(b), Estates Code, is amended to
 read as follows:
 (b)  Unless limited by a court or otherwise restricted by
 law, a ward is authorized to the following:
 (1)  to have a copy of the guardianship order and
 letters of guardianship and contact information for the probate
 court that issued the order and letters;
 (2)  to have a guardianship that encourages the
 development or maintenance of maximum self-reliance and
 independence in the ward with the eventual goal, if possible, of
 self-sufficiency;
 (3)  to be treated with respect, consideration, and
 recognition of the ward's dignity and individuality;
 (4)  to reside and receive support services in the most
 integrated setting, including home-based or other community-based
 settings, as required by Title II of the Americans with
 Disabilities Act (42 U.S.C. Section 12131 et seq.);
 (5)  to consideration of the ward's current and
 previously stated personal preferences, desires, medical and
 psychiatric treatment preferences, religious beliefs, living
 arrangements, and other preferences and opinions;
 (6)  to financial self-determination for all public
 benefits after essential living expenses and health needs are met
 and to have access to a monthly personal allowance;
 (7)  to receive timely and appropriate health care and
 medical treatment that does not violate the ward's rights granted
 by the constitution and laws of this state and the United States;
 (8)  to exercise full control of all aspects of life not
 specifically granted by the court to the guardian;
 (9)  to control the ward's personal environment based
 on the ward's preferences;
 (10)  to complain or raise concerns regarding the
 guardian or guardianship to the court, including living
 arrangements, retaliation by the guardian, conflicts of interest
 between the guardian and service providers, or a violation of any
 rights under this section;
 (11)  to receive notice in the ward's native language,
 or preferred mode of communication, and in a manner accessible to
 the ward, of a court proceeding to continue, modify, or terminate
 the guardianship and the opportunity to appear before the court to
 express the ward's preferences and concerns regarding whether the
 guardianship should be continued, modified, or terminated;
 (12)  to have a court investigator or guardian ad litem
 appointed by the court to investigate a complaint received by the
 court from the ward or any person about the guardianship;
 (13)  to participate in social, religious, and
 recreational activities, training, employment, education,
 habilitation, and rehabilitation of the ward's choice in the most
 integrated setting;
 (14)  to self-determination in the substantial
 maintenance, disposition, and management of real and personal
 property after essential living expenses and health needs are met,
 including the right to receive notice and object about the
 substantial maintenance, disposition, or management of clothing,
 furniture, vehicles, and other personal effects;
 (15)  to personal privacy and confidentiality in
 personal matters, subject to state and federal law;
 (16)  to unimpeded, private, and uncensored
 communication and visitation with persons of the ward's choice,
 except that if the guardian determines that certain communication
 or visitation causes substantial harm to the ward:
 (A)  the guardian may limit, supervise, or
 restrict communication or visitation, but only to the extent
 necessary to protect the ward from substantial harm; and
 (B)  the ward may request a hearing to remove any
 restrictions on communication or visitation imposed by the guardian
 under Paragraph (A);
 (17)  to petition the court and retain counsel of the
 ward's choice who holds a certificate required by Subchapter E,
 Chapter 1054, to represent the ward's interest for capacity
 restoration, modification of the guardianship, the appointment of a
 different guardian, or for other appropriate relief under this
 subchapter, including a transition to a supported decision-making
 agreement, except as limited by Section 1054.006;
 (18)  to vote in a public election, marry, and retain a
 license to operate a motor vehicle, unless restricted by the court;
 (19)  to personal visits from the guardian or the
 guardian's designee at least once every three months, but more
 often, if necessary, unless the court orders otherwise;
 (20)  to be informed of the name, address, phone
 number, and purpose of Disability Rights Texas, an organization
 whose mission is to protect the rights of, and advocate for, persons
 with disabilities, and to communicate and meet with representatives
 of that organization;
 (21)  to be informed of the name, address, phone
 number, and purpose of an independent living center, an area agency
 on aging, an aging and disability resource center, and the local
 mental health and intellectual and developmental disability
 center, and to communicate and meet with representatives from these
 agencies and organizations;
 (22)  to be informed of the name, address, phone
 number, and purpose of the Judicial Branch Certification Commission
 and the procedure for filing a complaint against a certified
 guardian;
 (23)  to contact the Department of Family and
 Protective Services to report abuse, neglect, exploitation, or
 violation of personal rights without fear of punishment,
 interference, coercion, or retaliation;
 (24)  to have the guardian, on appointment and on
 annual renewal of the guardianship, explain the rights delineated
 in this subsection in the ward's native language, or preferred mode
 of communication, and in a manner accessible to the ward; [and]
 (25)  to make decisions related to sexual assault
 crisis services, including consenting to a forensic medical
 examination and treatment, authorizing the collection of forensic
 evidence, consenting to the release of evidence contained in an
 evidence collection kit and disclosure of related confidential
 information, and receiving counseling and other support services;
 and
 (26)  to have private communications with the ward's
 physicians or other medical professionals, unless the court, after
 a hearing requested by the ward's guardian, orders the private
 communications to be limited due to:
 (A)  the risk of substantial harm to the ward; or
 (B)  the communications being unduly burdensome
 to the physician or medical professional.
 SECTION 10.  Section 1163.101, Estates Code, is amended by
 amending Subsection (c) and adding Subsection (d) to read as
 follows:
 (c)  The guardian of the person shall file a sworn affidavit
 that contains:
 (1)  the guardian's current name, address, and
 telephone number;
 (2)  the ward's date of birth and current name, address,
 telephone number, and age;
 (3)  a description of the type of home in which the ward
 resides, which shall be described as:
 (A)  the ward's own home;
 (B)  a nursing home;
 (C)  a guardian's home;
 (D)  a foster home;
 (E)  a boarding home;
 (F)  a relative's home, in which case the
 description must specify the relative's relationship to the ward;
 (G)  a hospital or medical facility; or
 (H)  another type of residence;
 (4)  statements indicating:
 (A)  the length of time the ward has resided in the
 present home;
 (B)  the reason for a change in the ward's
 residence, if a change in the ward's residence has occurred in the
 past year;
 (C)  the date the guardian most recently saw the
 ward;
 (D)  how frequently the guardian has seen the ward
 in the past year;
 (E)  whether the guardian has possession or
 control of the ward's estate;
 (F)  whether the ward's mental health has
 improved, deteriorated, or remained unchanged during the past year,
 including a description of the change if a change has occurred;
 (G)  whether the ward's physical health has
 improved, deteriorated, or remained unchanged during the past year,
 including a description of the change if a change has occurred;
 (H)  whether the ward has regular medical care;
 [and]
 (I)  the ward's treatment or evaluation by any of
 the following persons during the past year, including the person's
 name and a description of the treatment:
 (i)  a physician;
 (ii)  a psychiatrist, psychologist, or other
 mental health care provider;
 (iii)  a dentist;
 (iv)  a social or other caseworker; or
 (v)  any other individual who provided
 treatment; and
 (J)  supports and services the ward has received
 or is currently receiving, as described by Subsection (d);
 (5)  a description of the ward's activities during the
 past year, including recreational, educational, social, and
 occupational activities, or a statement that no activities were
 available or that the ward was unable or refused to participate in
 activities;
 (6)  the guardian's evaluation of:
 (A)  the ward's living arrangements as excellent,
 average, or below average, including an explanation if the
 conditions are below average;
 (B)  whether the ward is content or unhappy with
 the ward's living arrangements; and
 (C)  unmet needs of the ward;
 (7)  a statement indicating whether the guardian's
 power should be increased, decreased, or unaltered, including an
 explanation if a change is recommended;
 (8)  a statement indicating that the guardian has paid
 the bond premium for the next reporting period;
 (9)  if the guardian is a private professional
 guardian, a guardianship program, or the Health and Human Services
 Commission, whether the guardian or an individual certified under
 Subchapter C, Chapter 155, Government Code, who is providing
 guardianship services to the ward and who is filing the affidavit on
 the guardian's behalf, is or has been the subject of an
 investigation conducted by the Judicial Branch Certification
 Commission during the preceding year; and
 (10)  any additional information the guardian desires
 to share with the court regarding the ward, including:
 (A)  whether the guardian has filed for emergency
 detention of the ward under Subchapter A, Chapter 573, Health and
 Safety Code; and
 (B)  if applicable, the number of times the
 guardian has filed for emergency detention and the dates of the
 applications for emergency detention.
 (d)  The statements in the sworn affidavit regarding the
 ward's supports and services under Subsection (c)(4)(J) must
 include:
 (1)  information regarding actions the guardian is
 taking to encourage the development of the ward's maximum
 self-reliance and independence;
 (2)  a list of all the supports and services the ward is
 currently receiving, including whether the ward:
 (A)  has a representative payee;
 (B)  receives services from a local mental health
 authority or local intellectual and developmental disability
 authority;
 (C)  receives any supports and services under
 Medicaid, including under a Medicaid waiver program authorized
 under Section 1915(c) of the federal Social Security Act (42 U.S.C.
 Section 1396n); and
 (D)  receives any supports and services
 informally;
 (3)  where the ward receives the supports and services
 described by Subdivision (2);
 (4)  who provides the supports and services described
 by Subdivision (2);
 (5)  a list of the supports and services the ward
 previously received or attempted to receive and why the support or
 service was discontinued or not received; and
 (6)  the guardian's opinion on whether the ward has the
 capacity or sufficient capacity with supports and services for
 complete restoration of the ward's capacity or modification of the
 guardianship under Chapter 1202 or the reasons why the ward does not
 have the capacity or sufficient capacity with supports and services
 for complete restoration of the ward's capacity or modification of
 the guardianship under Chapter 1202.
 SECTION 11.  Section 1201.052, Estates Code, is amended to
 read as follows:
 Sec. 1201.052.  ANNUAL DETERMINATION; HEARING. (a) To
 determine whether a guardianship should be continued, modified, or
 terminated, the court in which the guardianship proceeding is
 pending:
 (1)  shall review annually each guardianship in which
 the application to create the guardianship was filed after
 September 1, 1993; and
 (2)  may review annually any other guardianship.
 (b)  A court in which the guardianship proceeding is pending
 may conduct a hearing under this section.
 SECTION 12.  Section 1201.053, Estates Code, is amended to
 read as follows:
 Sec. 1201.053.  METHOD OF DETERMINATION. (a) In reviewing a
 guardianship under Section 1201.052, a statutory probate court
 shall review any [may]:
 (1)  [review any] report prepared by:
 (A)  a court investigator under Section 1054.153
 or 1202.054;
 (B)  a guardian ad litem under Section 1202.054;
 or
 (C)  a court visitor under Section 1054.104;
 (2)  [conduct a hearing; or
 [(3)  review an] annual account prepared under
 Subchapter A, Chapter 1163; and
 (3)  [, or a ] report prepared under Subchapter C,
 Chapter 1163.
 (a-1)  Unless a court orders that a report be completed more
 frequently, if a report described by Subsection (a)(1) is required
 under Section 1054.153 or 1054.104, the court investigator or court
 visitor, as appropriate, shall prepare an additional report
 described by Subsection (a)(1) every three years beginning on the
 date the original letters of guardianship are issued.
 (a-2)  Before preparing an additional report under
 Subsection (a-1), the court investigator or court visitor, as
 appropriate, shall:
 (1)  meet with the ward in person, using necessary and
 appropriate communication supports;
 (2)  present the bill of rights for wards under Section
 1151.351 to the ward in the ward's preferred language and manner of
 communication;
 (3)  document the ward's statement of guardianship, as
 described by Subsection (a-3); and
 (4)  document the supports and services currently
 available to the ward and whether the guardian's rights and powers
 can be limited because a less restrictive alternative to
 guardianship is appropriate.
 (a-3)  The ward's statement of guardianship:
 (1)  must include:
 (A)  whether the ward desires a full restoration
 of the ward's capacity or modification of the ward's guardianship;
 and
 (B)  any other information the ward wishes to
 share with the court; and
 (2)  may be in the form of:
 (A)  a written statement made by the ward and
 filed with the court by the court investigator or court visitor
 preparing the report;
 (B)  a verbal statement made to the court
 investigator or court visitor, as applicable, that is documented in
 writing and filed with the court by the person receiving the
 statement; or
 (C)  a verbal or written statement made by the
 ward during a hearing either in person or remotely through other
 means.
 (b)  A court that is not a statutory probate court:
 (1)  shall review:
 (A)  any account prepared under Subchapter A,
 Chapter 1163; and
 (B)  any report prepared under Subchapter C,
 Chapter 1163 or Subsection (a-1); and
 (2)  may use any other method to review a guardianship
 under Section 1201.052 that is determined appropriate by the court
 according to the court's caseload and available resources.
 SECTION 13.  Section 1202.101, Estates Code, is amended to
 read as follows:
 Sec. 1202.101.  APPOINTMENT OF ATTORNEY AD LITEM. (a)
 Unless the ward retains an attorney under Section 1202.103, the
 [The] court shall appoint an attorney ad litem to represent a ward
 in a proceeding for the complete restoration of the ward's capacity
 or for the modification of the ward's guardianship. Unless
 otherwise provided by the court, the attorney ad litem shall
 represent the ward only for purposes of the restoration or
 modification proceeding. The attorney ad litem shall represent the
 ward's interests, including the ward's expressed wishes.
 (b)  The attorney ad litem has an attorney-client
 relationship with the ward the attorney ad litem is appointed to
 represent under this section.
 SECTION 14.  The heading to Section 1202.152, Estates Code,
 is amended to read as follows:
 Sec. 1202.152.  [PHYSICIAN'S] LETTER OR CERTIFICATE
 REQUIRED.
 SECTION 15.  Section 1202.152, Estates Code, is amended by
 amending Subsections (a) and (c) and adding Subsections (a-1),
 (a-2), and (a-3) to read as follows:
 (a)  Subject to Section 1202.1521, the applicant must
 present to the court and the [The] court shall consider a written
 letter or certificate as evidence of capacity, or sufficient
 capacity with supports and services, at a hearing under Section
 1202.151 from:
 (1)  a physician licensed in this state, if the ward's
 incapacity resulted from a physical condition or mental condition;
 or
 (2)  a psychologist licensed in this state or certified
 by the Health and Human Services Commission to perform the
 examination, in accordance with rules adopted by the executive
 commissioner of the commission governing examinations of that kind,
 if the ward's incapacity resulted from a mental condition.
 (a-1)  The physician or psychologist who provides the letter
 or certificate under Subsection (a) must:
 (1)  have experience examining individuals with the
 physical or mental condition resulting in the ward's incapacity; or
 (2)  have an established patient-provider relationship
 with the ward.
 (a-2)  The letter or certificate required by Subsection (a)
 must be:
 (1)  signed by the physician or psychologist; and
 (2)  dated:
 (A)  not earlier than the 120th day before the
 date the application was filed; or
 (B)  after the date the application was filed but
 before the date of the hearing.
 (a-3)  The court may consider the following evidence of
 capacity, or sufficient capacity with supports and services, at a
 hearing under Section 1202.151:
 (1)  a statement from a representative of the local
 mental health authority or the local intellectual and developmental
 disability authority listing services received by the ward and the
 effectiveness of those services;
 (2)  medical records;
 (3)  affidavits of treating professionals regarding
 the effectiveness of supports and services the ward is receiving;
 (4)  documentation from a health care provider
 providing supports or services to the ward under Medicaid,
 including a Medicaid waiver program authorized under Section
 1915(c) of the federal Social Security Act (42 U.S.C. Section
 1396n);
 (5)  an affidavit of the ward's employer or day
 habilitation program manager regarding the ward's ability to
 perform the necessary tasks;
 (6)  documentation from the United States Social
 Security Administration identifying the ward's representative
 payee; or
 (7)  any other evidence demonstrating the ward's
 capacity [may not grant an order completely restoring a ward's
 capacity or modifying a ward's guardianship under an application
 filed under Section 1202.051 unless the applicant presents to the
 court a written letter or certificate from a physician licensed in
 this state that is dated:
 [(1)  not earlier than the 120th day before the date the
 application was filed; or
 [(2)  after the date the application was filed but
 before the date of the hearing].
 (c)  If the court determines it is necessary, the court shall
 [may] appoint a physician or psychologist to complete an
 examination of the ward. The physician or psychologist must be
 chosen by the ward, provided, however, that if the ward makes no
 choice, the ward's physician or psychologist of choice is not
 available, or additional information is needed or required after an
 examination by the ward's physician or psychologist of choice, the
 court may appoint the necessary physicians or psychologists to
 examine the ward. A physician appointed by the court must examine
 the ward in the same manner and to the same extent as a ward is
 examined by a physician under Section 1101.103 or 1101.104.
 SECTION 16.  Subchapter D, Chapter 1202, Estates Code, is
 amended by adding Section 1202.1521 to read as follows:
 Sec. 1202.1521.  PHYSICIAN'S LETTER OR CERTIFICATE:
 REQUIREMENT IF ALLEGED INCAPACITY BASED ON INTELLECTUAL
 DISABILITY. If an intellectual disability is the basis of a ward's
 alleged incapacity, the written letter or certificate presented
 under Section 1202.152(a), instead of containing the information
 required by Section 1202.152(b), must:
 (1)  state, in the physician's or psychologist's
 opinion, whether the ward has the capacity, or sufficient capacity
 with supports and services, to do any of the activities listed in
 Section 1202.152(b)(1);
 (2)  state how or in what manner the ward's ability to
 make or communicate reasonable decisions concerning himself or
 herself is affected by the ward's mental capacity; and
 (3)  include any other information required by the
 court.
 SECTION 17.  Subchapter A, Chapter 22, Government Code, is
 amended by adding Section 22.0133 to read as follows:
 Sec. 22.0133.  JUDICIAL, COURT INVESTIGATOR, AND COURT
 VISITOR TRAINING RELATED TO GUARDIANSHIPS. The supreme court, in
 consultation with the Judicial Branch Certification Commission,
 shall ensure that at least one hour of training related to
 alternatives to guardianships and supports and services that are
 available to a proposed ward is provided to each judge with
 jurisdiction to hear a guardianship proceeding, each court
 investigator appointed under Section 1054.156, Estates Code, and
 each court visitor appointed under Section 1054.103, Estates Code,
 at least once every two years.
 SECTION 18.   Section 573.012, Health and Safety Code, is
 amended by amending Subsections (a), (e), and (h) and adding
 Subsections (h-2) and (h-3) to read as follows:
 (a)  Except as provided by Subsection (h), an applicant for
 emergency detention must present the application personally to a
 judge or magistrate.  The judge or magistrate shall examine the
 application and may interview the applicant.  Except as provided by
 Subsections [Subsection] (g) and (h), the judge of a court with
 probate jurisdiction by administrative order may provide that the
 application must be:
 (1)  presented personally to the court; or
 (2)  retained by court staff and presented to another
 judge or magistrate as soon as is practicable if the judge of the
 court is not available at the time the application is presented.
 (e)  A person apprehended under this section who is not
 physically located in a mental health facility at the time the
 warrant is issued under Subsection (h-1) shall be transported for a
 preliminary examination in accordance with Section 573.021 to:
 (1)  the nearest appropriate inpatient mental health
 facility; or
 (2)  a mental health facility deemed suitable by the
 local mental health authority, if an appropriate inpatient mental
 health facility is not available.
 (h)  A judge or magistrate shall [may] permit an applicant
 who is a physician to present an application by:
 (1)  e-mail with the application attached as a secure
 document in a portable document format (PDF); or
 (2)  another secure electronic means, including:
 (A)  satellite transmission;
 (B)  closed-circuit television transmission; or
 (C)  any other method of two-way electronic
 communication that:
 (i)  is secure;
 (ii)  is available to the judge or
 magistrate; and
 (iii)  provides for a simultaneous,
 compressed full-motion video and interactive communication of
 image and sound between the judge or magistrate and the applicant.
 (h-2)  A facility may detain a person who is physically
 located in the facility to perform a preliminary examination in
 accordance with Section 573.021 if:
 (1)  a judge or magistrate transmits a warrant to the
 facility under Subsection (h-1) for the detention of the person;
 and
 (2)  the person is not under an order under this chapter
 or Chapter 574.
 (h-3)  The Office of Court Administration of the Texas
 Judicial System shall develop and implement a process for an
 applicant for emergency detention to electronically present the
 application under Subsection (h) and for a judge or magistrate to
 electronically transmit a warrant under Subsection (h-1).
 SECTION 19.  Sections 1202.054(b-1) and (d), Estates Code,
 are repealed.
 SECTION 20.  (a) Except as otherwise provided by this
 section, the changes in law made by this Act apply to:
 (1)  a guardianship created before, on, or after the
 effective date of this Act; and
 (2)  a guardianship proceeding that is pending or
 commenced on or after the effective date of this Act.
 (b)  The changes in law made by this Act to Section 1202.152,
 Estates Code, apply only to a proceeding for the complete
 restoration of capacity or modification of a guardianship commenced
 on or after the effective date of this Act. A proceeding described
 by this section commenced before the effective date of this Act is
 governed by the law in effect on the date the proceeding was
 commenced, and the former law is continued in effect for that
 purpose.
 (c)  The changes in law made by this Act to Section 1101.103,
 Estates Code, apply only to an application for the appointment of a
 guardian that is filed on or after the effective date of this Act.
 An application filed before the effective date of this Act is
 governed by the law in effect on the date the application was filed,
 and the former law is continued in effect for that purpose.
 SECTION 21.  (a) Not later than December 1, 2023, the Texas
 Supreme Court shall adopt the rules necessary to provide the
 training required under Section 22.0133, Government Code, as added
 by this Act.
 (b)  Notwithstanding Section 22.0133, Government Code, as
 added by this Act, a judge who is in office on the effective date of
 this Act or a court investigator or court visitor described by
 Section 22.0133, Government Code, as added by this Act, who is
 appointed on or before the effective date of this Act must complete
 the training required by Section 22.0133, Government Code, as added
 by this Act, not later than December 1, 2025.
 SECTION 22.  The changes in law made by this Act apply to an
 emergency detention under Chapter 573, Health and Safety Code, that
 begins on or after the effective date of this Act.  An emergency
 detention under Chapter 573, Health and Safety Code, that begins
 before the effective date of this Act is governed by the law as it
 existed immediately before that date, and that law is continued in
 effect for that purpose.
 SECTION 23.  As soon as practicable after the effective date
 of this Act, the Office of Court Administration of the Texas
 Judicial System shall develop the process as required by Section
 573.012(h-3), Health and Safety Code, as added by this Act.
 SECTION 24.  This Act takes effect September 1, 2023.
 ______________________________ ______________________________
 President of the Senate Speaker of the House
 I hereby certify that S.B. No. 1624 passed the Senate on
 May 2, 2023, by the following vote: Yeas 31, Nays 0; and that the
 Senate concurred in House amendment on May 27, 2023, by the
 following vote: Yeas 30, Nays 1.
 ______________________________
 Secretary of the Senate
 I hereby certify that S.B. No. 1624 passed the House, with
 amendment, on May 24, 2023, by the following vote: Yeas 134,
 Nays 4, one present not voting.
 ______________________________
 Chief Clerk of the House
 Approved:
 ______________________________
 Date
 ______________________________
 Governor