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INSTRUCTIONS FOR FILING ANNUAL REPORT

This page has everything you need to file your annual report.

The Annual Report for a Guardian Advocate in Florida is a required document that provides the court with an update on the ward’s condition, well-being, and continued need for the Guardian Advocate. According to the materials provided:

  • Guardian Advocates must file an Initial Report within 60 days of their appointment and Annual Reports thereafter.

  • The Annual Report typically includes information on the ward’s physical and mental condition, living situation, and any services they are receiving.

  • If the Guardian Advocate is handling any property (other than just being a representative payee for government benefits like SSI), a more detailed financial accounting might also be required.

If you haven't done the Initial Report, you have to do that first! Use the links here. INITIAL REPORT IS THE ONE THAT IS DONE IMMEDIATELY AFTER YOU ARE GRANTED YOUR GUARDIANSHIP AND APPOINTED GUARDIAN ADVOCATE. 

Click here for a Blank Annual Report for you to use for a Guardian Advocacy

Click here for information about filling in the Annual Report 

How do I figure out what dates to put down for the reporting period??? Click here to get the dates information sheet which will help you determine the reporting period for your case.

What if they ask for an Order approving the Annual Report? No problem, click on the button. 

What if they ask for a checklist?

Once you complete the annual report, bring it to the clerk's office and they will help you get it filed with the Probate (Guardianship) Clerk. 

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