Adult Guardianship Periodic Reporting Requirements in Ohio
At a glance
| Covered guardian and report types | Adult guardian files biennial condition report; estate guardian inventories and accounts; person-only guardian accounts only on good-cause court order (§§ 2111.49(A)(1), 2111.14(A)(1), 2109.302(A), (B)(3)) |
|---|---|
| First plan, inventory or account | Estate inventory within three months after appointment; first guardian report two years after letters; estate account at least once in each two years (§§ 2111.14(A)(1), 2111.49(A)(1), 2109.302(A)) |
| Repeat interval and due date | Guardian report biennial or other court-set time; estate account at least once every two years and on good-cause order (§§ 2111.49(A)(1), 2109.302(A)) |
| Condition and care-plan content | Residence and care setting; contacts, health changes, continuation and care opinions, last clinician visit, recent professional evaluation (§ 2111.49(A)(1)(a)–(i)) |
| Property and accounting content | Inventory of property, value and real-property rent; account itemizes receipts, outlays, assets, investments and changes (§§ 2111.14(A)(1), 2109.302(A)) |
| Oath and required attachments | Guardian signs account; disbursements need vouchers or proof, with corporate-fiduciary exception; report includes recent evaluator statement (§§ 2109.302(A), 2111.49(A)(1)(i)) |
| Who receives or may inspect the report | Reports and accounts go to probate court; court may order account-hearing notice to interested persons, served at least 15 days before hearing (§§ 2111.49(A)(1), 2109.302(A), 2109.33) |
| Court review and late filing | Court reviews guardian report and hears account; overdue report/account may lead to citation, then discretionary sanctions (§§ 2111.49(A)(2), 2109.32(A), 2109.31(A)–(C)) |
| Final or change-triggered report | Final estate account within 30 days after administration completes or court-set period; court may order guardian report at another time (§§ 2109.302(A), 2111.49(A)(1)) |
Requirements one by one
Two-year guardian report
Under § 2111.49(A)(1), the guardian's first report is due two years after letters issue and repeats every two years, unless a probate-court motion or rule sets another time. It gives the adult's residence and care setting, guardian contacts, major condition changes, care and continuation opinions, and the latest qualifying clinical visit. A qualifying professional or developmental disability team that examined or evaluated the adult within the preceding three months supplies a statement on continuing need.
Estate inventory and account
An estate guardian files a full inventory of ward property and value, including yearly real-property rent, within three months after appointment (§ 2111.14(A)(1)). A separate account is due at least once in each two years, or on a good-cause court order (§ 2109.302(A)). It itemizes receipts, spending, distributions and assets on hand, with vouchers or proof for outlays except for the stated corporate-fiduciary case. The guardian signs the account.
Court and interested persons
The probate court reviews the guardian's report for continued necessity and may direct an investigator to verify it (§ 2111.49(A)(2)). If intervention is necessary, the court may terminate or modify the guardianship (§ 2111.49(B)). It hears an estate account at least 30 days after filing (§ 2109.32(A)). Under § 2109.33, the court may direct account-hearing notice to interested persons; a notice is served at least 15 days before the hearing.
What trips people up
A person-only guardian ordinarily files the guardian report, while § 2109.302(B)(3) requires an estate account from that guardian only after a good-cause court order. For an estate with only real property, § 2109.302(B)(1) permits the court to waive a non-ordered account; the waiver requires a court order.
The probate judge must remove an estate guardian who remains without an inventory for 30 days after notice that the three-month time expired (§ 2111.14(A)(1)). Separately, overdue reports or accounts can trigger a citation under § 2109.31(A); failure to file by the citation's appearance date can lead to discretionary orders, including removal (§ 2109.31(C)).
Common questions
Does the adult receive every account automatically? Section 2109.33 lets the court direct notice of an account hearing to interested persons; check the court's notice order and local rules. The guardian report itself is filed with the probate court (§ 2111.49(A)(1)).
When is the final estate account due? Usually within 30 days after estate administration is complete; § 2109.302(A) allows a different period ordered by the court.
Statutes and sources
The quoted current Ohio enrolled statutes and pending-bill status were accessed October 3, 2026.
Source links
Every statute quoted above, linked, with the date we checked it.
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