First Steps After Appointment
1. Get Your Official Documents
✔ Receive your Signed Order & Judgment from the court.
✔ File your Oath and Designation (notarized) with the county clerk.
✔ Obtain a Fiduciary Bond (if required).
✔ Get your Guardianship Commission – this is your legal proof of guardianship.
2. Organize Your Ward’s Affairs
✔ Locate financial records, legal documents, medical history.
✔ Open a Guardianship Bank Account – never mix personal funds.
✔ Contact Social Security, pension funds, and creditors to update payment details.
✔ Visit your ward and assess medical and housing needs.
Deadline Alert:
You must submit a 90-Day Initial Report to the court within 3 months of receiving your commission.
🔗 Download the 90-Day Report Template
