Hi, my name is Denise Jomarron, and I'm an attorney in South Florida specializing in guardianships. Today, we'll delve into an important aspect of guardianships: the annual documents. Once a guardianship is initiated in Florida and the initial documents, such as the inventory, are approved by the court, guardians are required to submit specific annual documents for review and approval. This process is crucial for assessing the care for the ward and understanding their assets.
In Florida, guardians must submit an annual guardianship plan outlining the care for the ward in the upcoming year. This plan covers medical care provided by different physicians or specialists, as well as the social aspects of the ward's life. Additionally, guardians must submit an annual guardianship accounting report detailing any income generated in the guardianship account, authorized disbursements, and a summary of the ward's assets.
Another annual document submitted to the court is the physician's report, completed by the ward's primary care physician. This report assesses the ward's condition and disabilities, and provides recommendations regarding their guardianship status.
Our team assists guardians in preparing these annual documents for submission to the court. If you're a guardian representing a ward or need more information about the annual documents, please call our office at (305) 402-4494 to schedule a consultation.
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The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. Contacting us does not create an attorney-client relationship.
