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Guardians Annual Report for Adult Guardianship

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SUMMARY OF ACCOUNT for ADULT GUARDIANSHIP

STATE OF VERMONT
SUPERIOR COURT       PROBATE DIVISION

Unit

Docket No.

In re Guardianship of :

SUMMARY OF ACCOUNT
for ADULT GUARDIANSHIP

As the guardian(s) of the above named adult, I/we hereby account to the Court for the period beginning and ending

ACCOUNTING WORKSHEET

Complete the Schedules in Sections A, B and C first. For each schedule (A-1-A-7, B-1-B-7 and C-1-C-2) that you enter an amount greater than 0, you MUST include an itemized accounting on a separate sheet of paper. Once you total the amount for each section, you must then record those totals on the Summary of Account on page 3. You must complete all sections top and bottom. If there is no value, please indicate with a zero.

SECTION A – ASSETS and RECEIPTS

Schedule
Description
Value
A-1
Personal estate: (per inventory value or last account)
A-2
Real estate: (per inventory value or last account)
A-3
Gain on personal estate sold (attach itemized list)
A-4
Gain on real estate sold (attach itemized list)
A-5
Income to estate since inventory last account (attach itemized list)
A-6
Personal and/or real estate not listed on inventory (attach itemized list)
A-7
Monies advanced to estate (attach itemized list)
TOTAL ASSETS AND RECEIPTS
Add all lines in Section A

SECTION B – DISBURSEMENTS

You must complete all sections top and bottom. If there is no value, please indicate with a zero. List only disbursements since estate opened or last account.

Schedule
Description
Value
B-1
Loss on personal estate sold (attach itemized list)
B-2
Loss on real estate sold (attach itemized list)
B-3
Paid debts (attach itemized list)
B-4
Administrative expenses (attach itemized list)
B-5
Attorney fees (attach itemized statement)
B-6
Guardian fees if approved by the Court (attach itemized statement)
B-7
Other disbursements (attach itemized list)
TOTAL DISBURSEMENTS
Add all lines in Section B

SECTION C – BALANCE HELD BY GUARDIAN

C-1
Personal Estate: Include values for cash in bank accounts, stocks, bonds, cars, etc. If real estate has been sold, include the net proceeds from the sale. (attach itemized list)
C-2
Real Estate: Include the value of any real property. If there is no real estate or if all real estate has been sold, enter zero. The proceeds from any real estate that has been sold should be entered on line C-1. (attach itemized list)
TOTAL BALANCE HELD BY GUARDIAN
Add line C-1 and C-2

SUMMARY OF ACCOUNT

ACCOUNT SUMMARY

(totals taken from accounting worksheet(s))

1. TOTAL ASSETS and RECEIPTS from Section A

2. TOTAL DISBURSEMENTS from Section B

3. BALANCE HELD BY GUARDIAN Subtract Line (2) from Line (1)

REAL ESTATE (Value of real estate not sold)

PERSONAL ESTATE (Include value of all personal property including cash, stocks, bonds, cars, etc.)

Signature of Guardian

Date

Guardian's Name Printed

Signature of Co-Guardian if applicable

Date

Co-Guardian's Name Printed

Subscribed and sworn before me on:

My commission expires on:

Signature of Notary

MOTION TO ALLOW ACCOUNT

I/We, request that the Court allow the account as set forth in the attached Summary of Account for Adult Guardianship. I have attached an itemized list for each schedule that has a value greater than zero.

Note: If there are co-guardians, both guardians must sign.

Signature of Guardian

Date

Guardian's Name Printed

Signature of Co-Guardian if applicable

Date

Co-Guardian's Name Printed

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What the Guardians Annual Report for Adult Guardianship Is

The Guardians Annual Report for Adult Guardianship is a court-directed document completed by a guardian to summarize the ward's current status, care plan, and financial affairs for the preceding year. It typically includes identifying information for the guardian and ward, a description of the ward's physical and mental condition, a listing of significant decisions made during the reporting period, and a financial accounting of receipts, disbursements, and assets under guardianship control. Courts use the report to monitor compliance with the guardianship order and to decide whether further oversight or modifications are needed.

Why the Annual Report Matters to Guardians and Courts

Completing the annual report documents the guardian's actions, preserves transparency for the court, and demonstrates compliance with the guardianship order and fiduciary duties. Accurate reports reduce disputes, support continuity of care for the ward, and provide a record for successor guardians or auditors.

Why the Annual Report Matters to Guardians and Courts

Who Prepares and Relies on the Guardians Annual Report

Courts, attorneys, and service providers rely on the report to make decisions about continued oversight, modifications to duties, or termination of the guardianship.

  • Appointed guardians — both family and professional guardians responsible for care and finances.
  • Probate or guardianship courts — to review compliance and authorize continued guardianship.
  • Interested parties — family members, protective services, or court-appointed visitors monitoring the ward's welfare.

Step-by-Step: Filling Out and Submitting the Report

Complete the report in a consistent order to avoid omissions; finalize attachments and obtain required signatures before filing with the court.

  • 01
    Gather Records: Collect medical records, bank statements, invoices, and prior reports for the period.
  • 02
    Complete Sections: Enter identifying data, status narrative, and the financial accounting sections in order.
  • 03
    Attach Proof: Attach labeled supporting documents and reconcile totals to statements.
  • 04
    Sign and File: Sign as guardian, notarize if required, then file with the appointing court per local rules.

Typical Workflow from Preparation to Court Review

The reporting workflow moves from record collection to filing and court review; following a standard sequence reduces processing delays and clarifies accountability.

  • Prepare Report: Draft narrative and financial statements, attach supporting documents.
  • Authenticate: Apply required signatures, notarization, or e-authentication per court rules.
  • Submit: File with the court clerk electronically or in-person as directed.
  • Court Review: Court examines the filing, may request additional evidence, and issues orders as needed.

Configuring an Online Submission Workflow

Set up an online workflow to collect signatures, attach documents, and route the completed report to the court and interested parties.

Field Configuration
Report Year and Period Enforce MM/DD/YYYY range, required field
Guardian Signature Block Require signature, date field, and optional notary block
Attachment Upload Allow multi-file upload; accept PDF, DOCX
Routing Set routing to court email or filing portal and copy interested parties

Technical Options for Digital Completion and Delivery

Confirm court rules on electronic filings and retain a copy with audit metadata showing who signed and when.

  • File Formats: PDF and DOCX supported; preserve attachments as searchable PDFs
  • Integrations: Common integrations include Microsoft 365, Google Workspace, NetSuite
  • Storage Options: Cloud storage with access controls: Box, Egnyte, or local court portals

Key Sections Found in Professional Annual Reports

A well-organized report separates identifying information, clinical status, activities, financial accounting, attachments, and the guardian's verification.

Identifying Data

Full names, court file number, guardian appointment date, and contact details to allow court matching and docketing.

Ward Status

Concise description of the ward's condition, living situation, and care needs, including any major changes during the reporting period.

Care Plan Actions

Summary of decisions made, providers engaged, services authorized, and any limitations placed on the ward's activities or rights.

Financial Accounting

Opening balance, itemized receipts and disbursements, closing balance, and reconciliation to bank statements or ledgers.

Attachments

Supporting invoices, bank statements, medical summaries, and proof of major expenditures, clearly labeled and referenced.

Guardian Certification

Signed verification that the report is accurate, with date and notarization if the court requires it.

Security and Privacy Elements to Protect the Ward

Confidentiality: Limit access to authorized parties
Encryption In Transit: TLS 1.2/1.3
Encryption At Rest: AES-256
Audit Trail: Timestamped signing history
HIPAA Considerations: BAA required for PHI handling
Access Controls: Role-based permissions

Key Risks and Potential Penalties for Inaccurate Reporting

Contempt of Court: Possible sanctions
Surcharge: Financial liability to repair losses
Removal: Guardianship modification or removal
Civil Liability: Claims by ward or estate
Criminal Exposure: Fraud or theft charges
Delay in Services: Interrupted care or benefits

Typical Deadlines and Court Expectations

Deadlines for annual guardianship reports are set by the appointing court or state statute; confirm filing dates in the original appointment order.

Annual Filing:

Usually due annually on appointment anniversary or as the court orders

Interim Reports:

Court may request interim or special reports for major events

Inventory Deadlines:

Initial inventories often due shortly after appointment; vary by jurisdiction

Financial Accounting:

Some courts require detailed accounts annually or on petition

Extensions:

Request court permission in writing if unable to meet deadline

Comparing eSignature Options for Filing and Signing Reports

Platform pricing and features vary; choose a provider that meets court authentication and record-retention requirements. The table lists starting prices and common capabilities for comparison.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Frequently Asked Questions About Annual Guardianship Reports

Answers to common procedural and technical questions to help guardians complete and deliver annual reports correctly.


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