A guardian who is given authority over property of the Ward is required to inventory the property, invest it prudently, use it for the Ward’s support and account for it by filing detailed annual accountings with the court. In addition, the guardian must obtain court approval for certain financial transactions.
Specifically, under Florida law, the annual accountings must be filed with the court by April 1st. The accounting due April 1, 2018 covers the period from January 1 through December 31, 2017.
The simplified annual accounting form is available here and the regular accounting form is available here.
The guardian of the Ward’s person may exercise those rights that have been removed from the Ward and delegated to the guardian, such as providing medical, mental and personal care services and determining the place and kind of residential setting best suited for the Ward. The guardian of the person must also present to the court a detailed annual plan for the Ward’s care along with a physician’s report.
Specifically, under Florida law, the annual plan must be filed with the court by April 1st. The report due April 1, 2018 covers the period from January 1 through December 31, 2018.
The annual plan form is available here.