Adult Guardianship Periodic Reporting Requirements in Indiana

At a glance

Requirements one by one

First filing and repeat clock

A guardian who controls the protected person's property files a complete inventory within 90 days after appointment, with an oath or affirmation that it is believed complete and accurate as far as information permits. A temporary guardian has a 30-day inventory period. The inventory goes to the court; copies go to the protected person if at least 14 years old and to specified guardian, parent, household and court-designated recipients (§ 29-3-9-5(a)).

Unless the court directs otherwise, a non-temporary guardian files a written verified account of administration at least biennially, within 30 days after the appointment anniversary. The same section requires a verified account within 30 days after appointment termination. The inventory filing notice itself tells prior hearing-notice recipients about the account deadline and their ability to inspect the inventory and accounts at the court's address (§ 29-3-9-5(a); § 29-3-9-6(a)).

Condition and administration information

The verified account includes the incapacitated adult's current residence and a description of condition and circumstances. It specifically shows whether guardianship remains necessary and appropriate and whether less restrictive alternatives were considered or implemented (§ 29-3-9-6(c)). The court establishes reporting standards for the statute's qualifying low-income and low-asset accounts and for qualifying guardians without estate powers (§ 29-3-9-6.5(a)–(b)).

Notice and court review

The court conducts a hearing on each verified account and notifies the people entitled to notice that it will act on the account unless written objections arrive by the stated date. Recipients include the protected person unless the court waives that notice; if waived, the statute supplies a spouse, adult child, parent or guardian ad litem priority. After death, the estate's personal representative receives notice if one exists; the court may direct notice to others. An interim account may be approved ex parte, but it remains reviewable until final settlement is approved after notice and hearing (§ 29-3-9-6(d)–(g)).

Final account and discharge

The guardian files the final verified account within 30 days after appointment termination. Once the guardian files proper receipts or other satisfactory evidence that all accountable property reached the proper recipients, the court enters an order of discharge (§ 29-3-9-6(a)(2), (h)).

What trips people up

The inventory and the repeat account have different clocks. The inventory is due 90 days after ordinary appointment, while the first repeat account follows the appointment anniversary and may be biennial unless the court directs otherwise (§ 29-3-9-5(a); § 29-3-9-6(a)).

Common questions

Does a person-only guardian give a condition report? The account provision requires residence, condition and continued-need information, and the accounting-standards section expressly addresses guardians without estate powers (§ 29-3-9-6(c); § 29-3-9-6.5(a)(2)(B)).

When is the final account due? Within 30 days after appointment termination, unless the court directs otherwise under the account provision (§ 29-3-9-6(a)).

Statutes and sources

The verbatim quotations in the statutes entries above come from the linked official 2026 Indiana Code chapter, accessed October 3, 2026.