Adult Guardianship Periodic Reporting Requirements in Florida
At a glance
| Covered guardian and report types | Guardian of person files plan; guardian of property files inventory and ordinarily an accounting (§§ 744.362, 744.367(3)(a), .3678(5)) |
|---|---|
| First plan, inventory or account | Initial report within 60 days after letters signed: initial plan for person, verified inventory for property (§§ 744.362, .363, .365) |
| Repeat interval and due date | Person plan: within 90 days after anniversary month, or April 1 if court requires calendar year; property account: April 1, or fourth-month first day after authorized fiscal year (§ 744.367(1)–(2)) |
| Condition and care-plan content | Annual adult plan updates residence, medical/mental care, social condition, next-year needs and rights restoration; recent clinician report (§ 744.3675(1), (3)) |
| Property and accounting content | Receipts, disbursements, property on hand and cash statements; both annual report types declare guardian remuneration (§§ 744.367(3)(a), .3678(2)) |
| Oath and required attachments | Opening inventory verified with cash statements; annual plan includes recent clinician report; annual account includes cash statements and retained payment proof (§§ 744.365(1), (3), .3675(1)(b), .3678(2)–(3)) |
| Who receives or may inspect the report | Initial and annual reports served on adult ward unless totally incapacitated, and on ward's attorney; annual copy to others court directs (§§ 744.362(1), .367(3)(b)–(4)) |
| Court review and late filing | Court approves/disapproves report; missed filing prompts file-or-show-cause order, with possible contempt and sanctions (§§ 744.367(5), .3685(1), .369(3), (5)) |
| Final or change-triggered report | Final report promptly after court terminates guardianship; death has 45-day rule after service of administration or curatorship letters (§ 744.527(1)) |
Requirements one by one
Opening filings
Every guardian files an initial report within 60 days after letters are signed. For a guardian of the person it is an initial plan; for a guardian of property it is a verified inventory (§ 744.362). The opening plan covers medical and personal care, social services and residence (§ 744.363). The inventory is accompanied by current statements of the ward's cash assets (§ 744.365).
Two recurring clocks
The person plan normally comes due within 90 days after the last day of the letters' anniversary month and covers the coming fiscal year. A court-directed calendar-year plan is due April 1. The property account normally is due April 1 for the preceding calendar year; if the court authorizes a fiscal year, it is due on the first day of the fourth month after year end (§ 744.367).
The annual adult plan updates the ward's condition, current needs and care for the coming year. It includes a recent clinician report and addresses whether rights could be restored (§ 744.3675). The property account lists controlled-property receipts, disbursements and property on hand, with annual or year-end cash statements (§ 744.3678). Both annual report types declare the guardian's remuneration (§ 744.367).
Copies and court review
Initial and annual reports are served on an adult ward unless totally incapacitated, and on the ward's attorney as applicable. The court may direct copies of the annual report to others (§§ 744.362, 744.367). The court approves or disapproves the report and may require a revision or proof (§ 744.369). If a report is missing, the court orders filing within 15 days after service or a showing of cause (§ 744.3685).
What trips people up
The person plan and property accounting use different default due dates. Check whether the court has directed a different calendar or fiscal basis (§ 744.367). If the guardianship ends, the guardian still must file a final report; death has a separate deadline measured from service of estate letters (§ 744.527).
Section 744.3678's annual-accounting requirements do not apply if the court determines that the ward has income only from Social Security benefits and the guardian is the representative payee (§ 744.3678(5)).
Common questions
Must payment receipts be filed with each annual account? The guardian must keep payment proof for three years after discharge; the statute says those papers need not be filed but must be available for court-ordered inspection (§ 744.3678).
How recent must the clinician's examination be for the annual plan? The physician or qualifying advanced practice registered nurse must have examined the ward no more than 90 days before the reporting period begins (§ 744.3675).
Statutes and sources
The quoted current Florida statutes were accessed October 3, 2026.
Source links
Every statute quoted above, linked, with the date we checked it.
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