Guardianship Annual Report

GUARDIANSHIP ANNUAL REPORT

TABLE OF CONTENTS

1. Caption and Case Information
2. Guardian Information
3. Report Period
4. Report on the Person — Status of the Ward
5. Medical and Health Status
6. Living Arrangements
7. Social and Recreational Activities
8. Ward's Expressed Preferences
9. Financial Accounting — Estate Report
10. Guardian Compensation Request
11. Recommendations and Proposed Changes
12. Certification and Signature
13. State-Specific Variations

1. CAPTION AND CASE INFORMATION

IN THE [☐ PROBATE / ☐ SURROGATE / ☐ CIRCUIT / ☐ SUPERIOR] COURT
[________________] COUNTY, STATE OF [________________]

IN THE MATTER OF THE GUARDIANSHIP OF:
[WARD NAME],
An Incapacitated Person.

Case No.: [________________]
Date of Appointment: [__/__/____]
Report Number: ☐ First Annual ☐ Second Annual ☐ [____] Annual

2. GUARDIAN INFORMATION

3. REPORT PERIOD

This report covers the period from [__/__/____] through [__/__/____].

4. REPORT ON THE PERSON — STATUS OF THE WARD

4.1 General Condition

The ward's current overall condition is: ☐ Stable ☐ Improving ☐ Declining ☐ Critical

Narrative summary of the ward's current status:
[________________________________]
[________________________________]

4.2 Capacity Assessment

Has the ward's capacity changed during this reporting period?
☐ No change from prior assessment
☐ Capacity has declined — details: [________________________________]
☐ Capacity has improved — details: [________________________________]

Should the guardianship be: ☐ Continued as ordered ☐ Modified ☐ Expanded ☐ Limited ☐ Terminated

5. MEDICAL AND HEALTH STATUS

5.1 Current Diagnoses

5.2 Medical Events During Reporting Period

☐ Hospitalizations: [________________________________]
☐ Emergency room visits: [________________________________]
☐ Surgeries or procedures: [________________________________]
☐ Falls or injuries: [________________________________]
☐ No significant medical events

5.3 Current Medications

5.4 Frequency of Guardian Visits

Number of in-person visits during reporting period: [____]
Dates of visits: [________________________________]

6. LIVING ARRANGEMENTS

Has the ward's residence changed during this period? ☐ Yes ☐ No
If yes, explain: [________________________________]

Is the current living arrangement adequate? ☐ Yes ☐ No
If no, explain planned changes: [________________________________]

7. SOCIAL AND RECREATIONAL ACTIVITIES

☐ Ward participates in facility activities
☐ Ward receives visitors regularly
☐ Ward attends religious services
☐ Ward engages in recreational activities: [________________________________]
☐ Ward has limited social interaction — explain: [________________________________]

8. WARD'S EXPRESSED PREFERENCES

Has the ward expressed preferences regarding care, living arrangements, or the guardianship?

☐ Ward has expressed satisfaction with current arrangements
☐ Ward has expressed dissatisfaction — details: [________________________________]
☐ Ward is unable to express preferences due to cognitive limitations
☐ Ward has requested modification or termination of guardianship

9. FINANCIAL ACCOUNTING — ESTATE REPORT

9.1 Summary of Estate

9.2 Income Received

9.3 Disbursements

9.4 Assets

☐ Bank statements for the reporting period are attached as Exhibit [____].
☐ Investment statements are attached as Exhibit [____].
☐ Receipts for significant expenditures are attached as Exhibit [____].

10. GUARDIAN COMPENSATION REQUEST

☐ Guardian does not request compensation for this period.
☐ Guardian requests compensation as follows:

11. RECOMMENDATIONS AND PROPOSED CHANGES

☐ No changes recommended — continue current guardianship order.
☐ The following changes are recommended:

☐ Modify scope of guardianship powers: [________________________________]
☐ Change ward's residence: [________________________________]
☐ Change medical providers: [________________________________]
☐ Apply for Medicaid or other benefits: [________________________________]
☐ Sell real property (with court approval): [________________________________]
☐ Terminate guardianship — ward has regained capacity
☐ Other: [________________________________]

12. CERTIFICATION AND SIGNATURE

I, [GUARDIAN NAME], being duly sworn, state that this report is true, accurate, and complete to the best of my knowledge and belief.

_______________________________
Guardian Signature

Date: [__/__/____]

STATE OF [________________]
COUNTY OF [________________]

Subscribed and sworn to before me this [____] day of [________________], 20[____].

_______________________________
Notary Public
My Commission Expires: [__/__/____]

13. STATE-SPECIFIC VARIATIONS

This template is for informational purposes only. Annual reporting requirements and formats vary by jurisdiction. Consult the appointing court's local rules and engage qualified legal counsel.