Adult Guardianship – Person & Estate Summary
| Forms to File After You Are Appointed As Guardian: | Form | |
|---|---|---|
| 1. | File Guardian’s Acknowledgment of Duties | LINK1 LINK2 |
| 2. | Submit Proposed Letter of Guardian to the Court Clerk and Request that the Letter of Guardian be Issued | LINK |
| 3. | File Order Appointing Guardian | LINK |
| 4. | File Notice of Entry of Order Appointing Guardian | LINK |
| 5. | File Inventory | LINK |
| 6. | Plan of Care (if Court Ordered) | LINK |
| 7. | Monthly Budget (if Court Ordered) | LINK |
| 8. | Proof of Blocked Account (if Court Ordered) | LINK |
| 9. | File Registered Agent Notice (if Court Ordered) | LINK1 LINK2 |
| Forms to File Every Year, Within 60 days After Your Anniversary Date: | Form | |
| 1. | File Report of Guardian | LINK |
| 2. | File any Confidential Medical/Educational Documents | LINK |
| 3. | Annual Accounting Packet – File Annual Accounting, Notice of Hearing for the Annual Accounting, Certificate of Service, Order Approving Accounting and Notice of Entry of Order (if assets exceed $10,000 during reporting period) | LINK |