Guardianship involves regular monitoring of accounts, management actions, and exchanges with the guardianship judge. When the family guardian lives far from the protected person, every administrative step becomes more burdensome: gathering bank statements, submitting the management account on time, verifying current expenses. Mon Proxima is a web portal designed to centralize these operations remotely, provided one understands precisely what it allows and what it does not.
Web portal and not a mobile application: a distinction that changes remote access
The first confusion to clear up concerns the very nature of the tool. Mon Proxima is not a standalone mobile application downloadable from a store. It is a web portal accessible via a browser, on a computer, tablet, or smartphone.
This architecture has a direct consequence for remote management: access to the portal depends on the prior opening of the file by the judicial representative or the guardianship service. A family guardian cannot create a self-service account. The professional in charge of the protection measure must activate the space and then transmit the credentials.
For a geographically distant relative, this means that it is possible to manage guardianship with the Mon Proxima application from anywhere with an internet connection, but only after this activation step. Anticipating this request with the representative avoids losing several weeks.
Differentiated access rights according to the guardian’s profile
Mon Proxima does not grant the same permissions to all users. Access rights are differentiated according to the profile: protected adult, judicial representative, family guardian, or family member authorized by the judge.
A family guardian designated by the guardianship judge generally accesses the entire file: bank accounts, expense history, judicial documents, correspondence. A family member who is not a guardian may be assigned restricted access, limited to viewing certain documents without the possibility of modification.
What this implies for remote management
Before starting to use the portal, it is necessary to check with the representative what level of access has been configured. A guardian who only has read-only access will not be able to validate current operations or upload supporting documents.
- The professional representative retains full access and can modify the structure of the file or the permissions
- The family guardian generally has extended access to enter operations and submit accounting documents
- Authorized family members receive consultative access, suitable for monitoring without direct intervention in management actions
This granularity of rights protects the person under guardianship, but it requires precise initial configuration. Remotely, a misunderstanding about permissions can block the entry of the management account for weeks.
Management account and the June 30 deadline: anticipating collection in Mon Proxima
The management account is the central document of any guardianship measure. It summarizes all income and expenses incurred on behalf of the protected person over a calendar year and must be submitted to the person in charge of oversight.
Since the update of the regulations, the transmission schedule is aligned with the calendar year, with a deadline set for June 30 of the following year. This deadline may seem comfortable from a distance, but for a guardian managing the measure remotely, collecting supporting documents (bank statements, accommodation invoices, receipts) takes time.
Structuring the collection month by month
Mon Proxima allows for uploading supporting documents as they come in rather than gathering everything at the end of the fiscal year. This operation changes the workload remotely: instead of urgently contacting the bank or the accommodation facility in the spring, the guardian can scan and upload each document in the month following the expense.
- Monthly bank statements can be directly uploaded to the designated space in the file
- Recurring invoices (accommodation, mutual insurance, insurance) can be categorized to simplify annual review
- One-off actions subject to judicial authorization (sale of an asset, financial placement) have specific tracking with attached supporting documents
This method reduces the risk of missing documents at the time of transmission. For a distant guardian, it makes the difference between completing a management account in a few hours and a document chase over several weeks.
Concrete limits of the portal for a distant family guardian
Mon Proxima centralizes data and documents, but it does not replace the link with the guardianship judge. Hearings, requests for authorization for disposal actions, and renewals of measures always go through the judicial court. The portal also does not manage the electronic signature of acts submitted for judicial validation.
The quality of the tool also depends on what the representative inputs. If the professional does not regularly update the file, the family guardian ends up with an incomplete space. It is therefore useful to agree on an update rhythm with the representative from the start of the measure.
For protected adults who are not comfortable with digital tools, human support remains necessary. The portal provides access to the file, not a simplified interface suitable for all levels of computer proficiency. A distant guardian may sometimes need to relay information by phone or postal mail.
Remote guardianship management relies on a combination of digital tools and organizational rigor. Mon Proxima provides the technical framework to centralize supporting documents, track deadlines, and coordinate exchanges with the representative. Adhering to the management account transmission schedule, set for June 30, remains the structuring constraint around which to organize all documentary collection.
