Adult Guardianship Periodic Reporting Requirements in Oklahoma

At a glance

Requirements one by one

First filings

Under § 3-120(A), the guardian of an adult's person files a proposed care and treatment plan within 10 days after appointment if it was not supplied with the petition or at the hearing. On application, the court may allow up to 30 more days. The property guardian files a management plan and inventory within two months under §§ 3-122(A) and 4-301(A). The inventory is sworn, states the guardian's estimate of estate value, and cannot be waived under § 4-301(A)-(C).

Continuing reports and content

Section 4-303(A) requires a property guardian to present an account after the first year and at least annually thereafter as part of the § 4-306 property report. Under § 4-303(D)-(E), a person guardian files the § 4-305 report unless the court waives it; no report waiver may exceed five years. An order approving the plan and report fixes the next report date under § 4-303(H).

The person report in § 4-305(A) addresses residence, change in capacity, services compared with the plan, significant actions or problems, the reason to continue guardianship and less restrictive options. The statutory form is sworn under § 4-305(B), with pertinent medical material and money information attached under § 4-305(D). Section 4-306(A), (E) makes the property report address financial-capacity changes, services, significant actions or problems, a full financial statement and receipts and disbursements. A changed plan accompanies either report under §§ 4-305(C) and 4-306(D).

Copies and review

The court mails annual-report copies first class under § 4-307(A) to the specified adult notice recipients and the ward's attorney. Recipients may object within 15 days of filing. Under § 4-307(B), an objection requires a hearing; absent an objection or other hearing, § 4-307(D) directs an acceptance order. Section 4-303(B), (H) also permits court-directed accounts and puts a date certain for the next report in the approval order.

What trips people up

The annual account and plan exception in § 4-303(B)(3) is narrow: the property guardian must be the spouse or a relative within the fourth degree, and assets other than the homestead must be below $40,000 with a bond or below $10,000 regardless of bond. The court can direct otherwise. The mandatory opening inventory in § 4-301(C) remains distinct from that annual exception.

A voluntary conservator under § 3-215 follows the property guardian's plan and report duties. A guardian with both person and property responsibilities may consolidate the reports under § 4-303(F), while still answering the distinct content requirements.

Common questions

Is a new report needed before the annual date if capacity changes? Section 4-303(C) calls for a separate report when an adult ward has a significant change in ability to meet health or safety needs or manage financial resources. It also calls for a report when the guardian resigns or is removed or the guardianship ends.

Must every estate inventory be filed? Section 4-301(C) bars waiver of an inventory required by that section; the court may extend its two-month filing period for good cause under § 4-301(A).

Statutes and sources

• 30 O.S. § 3-120: “within ten (10) days after his appointment the guardian or limited guardian of the person of an incapacitated or partially incapacitated person shall file with the court, for its approval, a proposed plan for the care and treatment of the ward”. Official text, accessed 2026-10-03.
• 30 O.S. § 3-122: “within two (2) months after his appointment, a guardian or limited guardian of the property of an incapacitated or partially incapacitated person shall file with the court for its approval a proposed plan for the management of the financial resources of the ward”. Official text, accessed 2026-10-03.
• 30 O.S. § 3-215: “A conservator shall have the same powers and duties, including the submission of plans and reports, as a guardian or limited guardian of the property”. Official text, accessed 2026-10-03.
• 30 O.S. § 4-301: “Every guardian or limited guardian of the property of a ward shall file an inventory of the estate of his ward within two (2) months after his appointment.” Official text, accessed 2026-10-03.
• 30 O.S. § 4-303: “a guardian or limited guardian of the property shall, upon the expiration of a year from the time of appointment, and at least annually thereafter, present accounts to the court”. Official text, accessed 2026-10-03.
• 30 O.S. § 4-305: “The services being provided to the ward and the relationship of those services to the individual guardianship plan”. Official text, accessed 2026-10-03.
• 30 O.S. § 4-306: “Shall contain a complete financial statement of the financial resources of the ward under the control or supervision of the guardian or limited guardian of the property”. Official text, accessed 2026-10-03.
• 30 O.S. § 4-307: “Any person entitled to receive a copy of the annual report may file an objection to said report within fifteen (15) days after the filing of the annual report with the court.” Official text, accessed 2026-10-03.