Hello, my name is Denise Jomarron, and I'm an attorney in South Florida specializing in guardianships. Today, we'll discuss an essential aspect of guardianships: the annual documents. Once a guardianship is initiated in Florida and initial documents like the inventory are court-approved, guardians must submit specific annual documents for review and approval.
These documents are crucial for assessing the ward's care and assets. Guardians are required to submit an annual guardianship plan detailing the ward's care for the upcoming year, including medical care by different physicians or specialists and the ward's social aspects.
Additionally, guardians must submit an annual guardianship accounting reflecting income generated in the guardianship account, authorized disbursements, and a summary of the ward's assets. Another required document is the physician's report, completed by the ward's primary care physician, assessing the ward's condition and disabilities and providing recommendations on 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 to schedule a consultation. Thank you.