Guardianship Q&A Series

What can I do if I’m not allowed to take my relative out of the facility for short visits? – North Carolina

Short Answer

In North Carolina, a care facility will usually follow the current guardianship order and the instructions of the court-appointed guardian, especially about supervision, off-site trips, and medical information. If short visits are being blocked and the restriction is not clearly required by the order, an interested family member can ask the Clerk of Superior Court (in the county where the guardianship is filed) to clarify or modify the guardianship terms. Depending on the situation, the next step may be a motion in the cause to adjust visitation/transport rules, or a request to change who serves as guardian of the person.

Understanding the Problem

In a North Carolina adult guardianship, can a family member take an adult under guardianship out of a care facility for short visits when the facility says the current guardianship restrictions do not allow it? The decision point is whether the current court order (and the guardian’s authority under that order) permits off-site visits, or whether a court filing is needed to change or clarify the rules the facility must follow.

Apply the Law

North Carolina guardianship cases are supervised by the Clerk of Superior Court, who keeps ongoing authority over the guardianship after appointment. The guardian of the person generally has custody authority and responsibility for the ward’s care and living arrangements, and can consent to medical care unless a valid health care agent is in place and has not been suspended by court order. When a family member believes the current arrangement is too restrictive, the usual legal path is to ask the clerk to address the dispute by filing a motion in the cause (a request within the existing guardianship file) rather than starting from scratch.

Key Requirements

  • Identify who has legal authority right now: The guardianship order controls whether there is a guardian of the person, a guardian of the estate, or a general guardian, and what limits the clerk placed on that authority.
  • Show why a change or clarification is needed: The request should explain the specific restriction (no off-site visits, no release of medical information, or both) and why a different plan better protects the ward’s welfare while still addressing safety and supervision concerns.
  • Use the correct court procedure in the existing case: Most disputes about day-to-day decisions (including access, communication, and outings) are handled through a motion in the cause in the guardianship file, with notice to the parties and a hearing before the clerk.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, an adult under guardianship lives in a care facility, and the facility is deferring to restrictions tied to the current guardianship arrangement involving public entities. Under North Carolina law, the facility typically will not “override” the guardian’s authority or the clerk’s order based on a family request alone. If the family member wants permission for short outings or access to medical information, the practical legal solution is to ask the Clerk of Superior Court to clarify what the current order allows or to modify the order so the guardian of the person (or another authorized decision-maker) can approve a safe visit plan.

Process & Timing

  1. Who files: An “interested person,” which often includes close family. Where: With the Clerk of Superior Court in the county where the guardianship is docketed. What: A motion in the cause asking the clerk to (a) clarify the current order, (b) modify restrictions to allow defined short visits/transport, and/or (c) address a dispute about the ward’s care plan. When: As soon as the restriction becomes a problem, especially if it is affecting medical decision-making, discharge planning, or family contact.
  2. Notice and hearing: The clerk sets a hearing date and requires service of the motion and notice of hearing on the parties in the guardianship (and others the clerk directs). The guardian and facility records about safety concerns, supervision needs, and prior incidents (if any) often become important at this stage.
  3. Possible outcomes: The clerk may enter an order that sets clear rules (for example, supervised outings, time limits, sign-out procedures, or required coordination with the guardian), or may decide a broader change is needed (such as appointing a different guardian of the person or adjusting the scope of powers).

Exceptions & Pitfalls

  • The guardianship order may already answer the question: Some orders limit who can transport the ward, whether outings must be supervised, or whether the ward can leave the facility at all. If the order is restrictive, the facility will usually require a new court order before changing course.
  • Medical information access is not the same as outing permission: Even if a family member can visit, the facility may still refuse to share medical information without proper legal authority (such as a health care agent designation that is effective, or a court order/guardian consent). In many cases, the motion should address both issues separately.
  • Trying to “work around” the guardian can backfire: Pressuring staff to release the ward or disclose records without authorization can lead to tighter restrictions and can undermine a later request to the clerk. A better approach is a written proposal that addresses safety, transportation, supervision, and return time.
  • Not naming the right relief: If the real problem is that the current guardian is refusing reasonable contact without a sound reason, the motion may need to request specific orders about access or, in more serious cases, removal or replacement for cause.

Related reading: A similar court-filing approach is discussed in restoring family communication in a North Carolina guardianship and in asking the clerk to appoint a different guardian.

Conclusion

In North Carolina, a facility usually must follow the guardianship order and the directions of the court-appointed guardian, so short off-site visits often require either the guardian’s approval within the order’s limits or a clarifying/modifying order from the Clerk of Superior Court. The key legal question is who currently has authority over custody, placement, and consent decisions for the ward. The most direct next step is to file a motion in the cause in the existing guardianship case with the clerk and request a hearing to clarify or modify the restrictions.

Talk to a Guardianship Attorney

If a facility is refusing short visits because of a North Carolina guardianship order or a guardian’s restrictions, our firm has experienced attorneys who can help explain the court process, prepare a motion in the cause, and present a practical plan to the Clerk of Superior Court. Call us today at 919-341-7055.

Disclaimer: This article provides general information about North Carolina law based on the single question stated above. It is not legal advice for your specific situation and does not create an attorney-client relationship. Laws, procedures, and local practice can change and may vary by county. If you have a deadline, act promptly and speak with a licensed North Carolina attorney.