Reporting Requirements:
The law requires a guardian to file a report with the probate court at least every 2 years, but some courts require the Guardian’s Report on an annual basis. Not only will guardians be required to state whether or not there is a need for the guardianship to continue, but they also have to submit another Statement of Expert Evaluation signed by either a physician, a licensed social worker, a licensed clinical psychologist, or the person’s mental retardation team.

Guardians of the Estate are required to report on an annual basis as to how they spent the funds of the ward on his behalf during the prior year. (Guardians of the Estate are required to get permission from the Probate Court prior to making such expenditures, unless such authority is specifically granted in their Letter of Guardianship or other order of the court.) Guardians are required to do an accounting and submit receipts for all such expenditures. Guardianship of the Estate is enough of a hassle that it should be avoided when possible, perhaps though use of a Trust or a Representative Payee.







© 2013 Wood Lane Residential Services Inc. OWA
Wood County Board of DD | Laser Cartridge Express | Wood County Special Olympics