Reporting Requirements & Court Filings
What Reports Must I File?
📌 90-Day Initial Report – Outlines the ward’s financial and personal situation and your plan.
📌 Annual Report – Summarizes all expenses, income, and major decisions made for your ward.
How to Submit Reports:
✅ Fill out the report using our downloadable template.
✅ Attach bank statements, receipts, and proof of expenses.
✅ Submit to the County Clerk’s Office before the deadline.
⚠ Late filings may result in penalties. If you need an extension, contact the court examiner.
🔗 Download Court Forms
