The Guardian of the Estate Report

A Guardian of the Estate report identifies all financial transactions that occurred for an incapacitated person during the previous reporting year. This report must be completed annually during each year of the guardianship. The reporting year for an incapacitated person (IP) usually begins on the anniversary date of the court order that initiated the guardianship.

The help topics below do not show you how to complete the Report of Guardian of the Estate form (use the Step-by-Step Guides for that). These topics offer some limited guidance or provide clarification on specific areas of the report form.

Part I. Introduction

Question 2 - Limited Guardianships

Question 3 - Report Period

Part II. Income

Question 1 - Income Sources

Part III. Annual Expenses

Question 1 - Care and Maintenance of the Incapacitated Person

Question 2 - Current Credit Card Balance

Part IV. Comparing Income Expenses

Question 2 - Unspent Income from Previous Year

Question 6 - Principal Spent

Part V. Assets

Question 1 - Value of Assets on Inventory

Question 2 - Assets Received During the Reporting Period

Question 3 - Location of Assets

Part VI. Guardian's Compensation

Question 1 - Compensation

Question 3 - Guardian Activity Log

Part VII. Attorney's Fees

Question 1 - Attorney Fees Paid

Part VIII. Representative Payee

Question 1a - Social Security Administration (SSA) Benefits

Question 1b - Veterans Administration Benefits

Part IX. Surety Information

Question 1 - Surety Bond Required

Question 2 - Professional/Guardian Liability Insurance

Part X. Guardian Information

Question 1 - Guardianship Training or Certification

Question 2 - Judgments or Bankruptcy Protection

Signature and Affirmation

Signature of Guardian

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