By: Amanda Dorio, Esq.

A guardian in Florida is responsible for making decisions on behalf of the ward (the person for whom the guardianship has been established). These decisions can include healthcare, education, and financial matters.

In addition, one of the most critical responsibilities of a guardian is to act in the best interests of the ward. This means the guardian should make decisions promoting the ward’s welfare and overall well-being. The guardian should also act with honesty, integrity, and diligence in carrying out their duties.

Another key responsibility of a guardian in Florida is to maintain open communication with the ward, other family members, and any other interested parties involved in the guardianship. The guardian should keep the ward informed of any decisions made on their behalf and seek their input when possible.

What are the reporting requirements for a guardian?

Florida law requires guardians to file annual reports with the court detailing their actions and decisions over the past year. These reports are subject to review by the court, and failure to file them can result in the termination of the guardianship.

These reports are designed to give the court an overview of the guardian’s actions and decisions on behalf of the ward over the past year. Failure to comply with the reporting requirements can result in serious consequences, including the termination of the guardianship or legal penalties for the guardian.

The annual report filed by the guardian must include a detailed description of the ward’s physical and mental health, living arrangements, medical treatment, education, and any other significant events or changes that have occurred over the past year. The report should also include an accounting of all income and expenses related to the ward, including any investments or other financial transactions made on their behalf.

In addition to the annual report, a guardian may be required to file other documents with the court. For example, if the guardian wishes to sell or purchase property on behalf of the ward, they must file a petition for authorization to do so.

It is important to note that the court has the authority to review and approve all expenses incurred by the guardian on behalf of the ward. This means that the guardian must maintain accurate records of all expenditures, including receipts and bank statements, to ensure they can provide a detailed accounting of their actions when filing their annual report.

Overall, the reporting requirements for a guardian in Florida are a critical part of the guardianship process. By providing the court with detailed information about their actions and decisions, the guardian can help ensure that the ward’s best interests are protected and that the guardianship is carried out according to the law.

Bottom Line

Serving as a guardian in Florida is a significant responsibility that requires careful attention to detail, strong communication skills, and a commitment to acting in the best interests of the ward.

If you are considering serving as a guardian or have questions about the guardianship process in Florida, it is essential to consult with an experienced attorney who can provide guidance and support throughout the process. I may be reached at amanda.dorio@henlaw.com or by phone at 239-344-1362.