Guardianship Administration
Being appointed guardian is only the beginning. Florida guardianships are court-supervised, and guardians must comply with ongoing duties, reports, accountings, and court orders.
Serving Palm Beach County, Broward County, Miami-Dade County, Martin County, St. Lucie County, and throughout the rest of Florida.
Helping Guardians Stay Compliant After Appointment
A guardian is a fiduciary. Depending on the case, a guardian may need to file inventories, initial plans, annual plans, annual accountings, petitions for authority, fee petitions, and other documents.
We help guardians understand their responsibilities, meet deadlines, keep records, and seek court approval when needed.
Guardianship Administration Help May Be Needed When
You may need help if:
You were recently appointed guardian
An annual plan or accounting is due
You received a deficiency notice from the clerk or court
You need authority to access restricted funds
You need to pay expenses or sell property
You need to request guardian or attorney fees
Family members are objecting or asking questions
You are unsure what the court order allows you to do
How Acacia Elder Law & Estate Planning, PLLC Can Help
Initial guardianship reports and plans
Verified inventories
Annual plans and annual accountings
Petitions for authority
Restricted depository compliance
Fee petitions
Compliance rescue for missed deadlines or deficiencies
Guardianship closing or modification issues
How our process works
Court order review
We review the letters of guardianship and orders to identify authority and deadlines.
Record organization
We help gather financial, care, and court records.
Filing preparation
We prepare required reports, plans, accountings, or petitions.
Ongoing compliance
We help guardians understand future deadlines and recordkeeping obligations.
Helpful Information to Bring to a Consultation
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Order appointing guardian
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Letters of guardianship
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Court docket or case number
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Prior plans, inventories, annual reports, or accountings
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Bank statements
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Restricted depository documents
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Receipts and expense records
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Care facility invoices
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Notices from the clerk or court
Do not worry if you do not have every document. We can help identify what is missing based on your situation.
Serving Palm Beach County and the Treasure Coast
Acacia Elder Law & Estate Planning serves clients in Palm Beach Gardens, Jupiter, West Palm Beach, North Palm Beach, Lake Worth, Boynton Beach, Delray Beach, Boca Raton, Stuart, Port St. Lucie, and throughout Palm Beach County, Martin County, St. Lucie County, Broward County, Miami-Dade County, and the rest of Florida when appropriate.
Talk With Acacia Elder Law & Estate Planning
If you are unsure what your family needs, the best next step is a consultation. We can review the facts, identify available options, and help you decide what legal path makes sense.
Frequently Asked Questions
What is guardianship administration? It is the ongoing court-supervised process after a guardian is appointed.
What does a guardian have to file? Requirements depend on the type of guardianship, but may include plans, inventories, annual reports, and accountings.
Can a guardian spend the ward’s money? Only as permitted by law, the court order, and the guardianship plan. Some actions require court approval.
What happens if a deadline is missed? The guardian should address the issue promptly. Corrective filings may be needed.