Guardianship Checklist for Filing

A checklist for filing a guardianship.

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  1. Determine proper Venue

    2. 1. Determine proper Venue

  2. File Petition with Medical Certificate

    3. 2. File Petition with Medical Certificate

    Or Clinical Team Report.

  3. File and Mark up Motion for Temporary Guardianship

    4. 3. File and Mark up Motion for Temporary Guardianship

    If necessary.

  4. Receive citation in mail – note return date

    5. 4. Receive citation in mail – note return date

  5. Timely notice of Petition & Motions to all interested parties

    6. 5. Timely notice of Petition & Motions to all interested parties

    • of Temporary Guardianship  (if necessary) (complete Certificate of Service)
    • of Permanent Guardianship (complete Return of Service)

  6. Obtain updated Medical Certificate for return date

    7. 6. Obtain updated Medical Certificate for return date

  7. Will need Clinician’s Affidavit and Treatment Plan for Roger’s Cases

    8. 7. Will need Clinician’s Affidavit and Treatment Plan for Roger’s Cases

  8. Hearing on Temporary Guardianship

    9. 8. Hearing on Temporary Guardianship

    If necessary.

  9. Post-Appointment Notice of Temporary Guardianship

    10. 9. Post-Appointment Notice of Temporary Guardianship

  10. Notice of hearing date on Permanent Guardianship

    11. 10. Notice of hearing date on Permanent Guardianship

  11. Discovery

    12. 11. Discovery

    If necessary.

  12. Hearing for Permanent Guardianship

    13. 12. Hearing for Permanent Guardianship

    With updated documents.

  13. Obtain Letter of Appointment

    14. 13. Obtain Letter of Appointment

  14. 60 Day Report

    15. 14. 60 Day Report

  15. Annual Report(s)

    16. 15. Annual Report(s)

  16. Court monitoring

    17. 16. Court monitoring

  17. Annual Review for Roger’s Cases

    18. 17. Annual Review for Roger’s Cases

  18. Motion to Vacate or Limit Guardianship

    19. 18. Motion to Vacate or Limit Guardianship


    Can be filed at any time. Only filed if necessary.