• Reports allow the court to track your actions as a guardian.
• You must keep detailed and accurate records.
• Even if you don’t receive a reminder, reports must be submitted on time.
• Late reports may result in a compliance hearing.
✔ Check your local court’s required forms.
✔ Include the index number on all reports.
✔ Notarize your report before submission.
✔ File the original report with the county clerk’s office or guardianship office.
✔ If you have co-guardians, file a joint report. If not possible, file your own.
✔ Keep reports legible (typed or neatly handwritten).
✔ Balance detail – Too little makes things unclear, too much is unnecessary.
✔ Re-read your guardianship order before starting.
✔ Update the court if your address changes.
• Court Examiner → Must receive the full, detailed report.
• Other Recipients (listed in your order) → May receive a limited version.
Public Record Warning:
• Do NOT include: Full bank account numbers, Social Security numbers, sensitive medical details.
• Instead, provide partial account numbers (first/last four digits) and submit private information separately as an addendum to the court examiner.
🔗 Download Reporting Templates