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Order Appointing Successor Guardian of Person

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Guardianship Inventory (INV)

Superior Court of Washington

County of

In the Guardianship of:

Incapacitated Person

No.

The Full Limited Guardian of the Estate, being first duly sworn, states that the following is a true and correct inventory of the assets and liabilities of the Incapacitated Person as of the date of the Order Appointing the Guardian.

A. Assets

1. Real Estate: including the address and its tax assessed value:

Address Tax Assess Value

and see attached.

2. Financial Accounts: including the name, address, and phone of the financial institution, type of account, the last four digits of the account number(s) and balance in each account:

Name of Financial Institution Account Type Account # (last 4 digits only) Balance As of Date

and see attached.

3. Stocks, Bonds, and other Securities: (not held in an account listed above).

Name of Financial Institution Account Type Account # (last 4 digits only) Balance As of Date

and see attached.

4. Personal Property: (attach itemized list of all items valued at $1,000 or more).

Household Furnishings
Automobile/Boats
Other (including items on attached list)

and see attached.

Total Assets (including attachments) $

B. Income

Description Per Month
Wages
Social Security or SSI
Veteran’s Benefits
Pension
Dividends and Interest
Other:

and see attached.

Total Income (including attachments) $

C. Liabilities/Debts

1. Mortgages and Liens: name and address of each mortgage or lien holder and the amount owing, the property encumbered and the amount due monthly:

Name of Mortgage or Lien Holder Amount Owing Property Encumbered Amount Due Monthly

and see attached.

2. Installment Loans and Notes: name and address of each loan holder, the amount owing and the amount due monthly:

Name of Loan Holder Amount Owing Amount Due Monthly

and see attached.

3. Credit Cards: name and address of each credit card company and the outstanding balance owing on each and the amount due monthly:

Name of Credit Card Company Outstanding Balance Owing Amount Due Monthly

and see attached.

Total Liabilities/Debts (including attachments) $

D. Security for Estate’s Assets

1. Guardian/Trustee’s Bond:

The court does not require a bond.

The court requires a bond in the amount of: $

The bond should: remain the same OR be changed to: $

2. Total balance in blocked accounts: $

3. Total balance unblocked: $

E. Supplemental Information (Optional)

I certify (or declare) under penalty of perjury under the laws of the State of Washington that the foregoing is true and correct.

Signed at (city) , (state) on (date)

*If you do not want your personal phone number on this public form, you may list your telephone number on a separate form which may be available to parties and the court, as well as its staff and volunteers, but will not be made available to the public. Use Form WPF GDN 03.0100, Guardianship Confidential Information form (Telephone Numbers), for this purpose.

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What the Order Appointing Successor Guardian of Person Is

An Order Appointing Successor Guardian of Person is a court-issued document that names an individual to assume personal-care responsibilities for an incapacitated or protected person after a prior guardian resigns, is removed, or becomes unable to serve. The order identifies the successor guardian, defines the scope of decision-making authority over health care, living arrangements, and daily personal needs, and establishes the effective date and any limits or reporting obligations imposed by the court. This document is entered into the probate or family court record and must comply with state guardianship statutes and local court rules.

Why a Proper Order Matters

A correct, complete order ensures continuity of care, prevents authority gaps, and documents the court-approved transfer of personal decision-making powers to the named successor guardian.

Why a Proper Order Matters

Who Typically Prepares or Signs This Order

Each participant has distinct responsibilities: attorneys draft and review, petitioners provide facts and evidence, and the court issues the final signed order.

  • Probate attorneys helping petitioners through local court rules and evidentiary requirements.
  • Current guardians or family members who petition to appoint a successor guardian.
  • Court personnel and judges who review, sign, and enter the order into the record.

Step-by-Step: Completing the Order

Follow this sequential checklist to prepare a defensible successor guardian order for filing with the appropriate probate or family court.

  • 01
    Identify Parties: Enter full legal names and relationships for all parties.
  • 02
    State Findings: Record facts supporting successor appointment and incapacity.
  • 03
    Name Successor: List successor guardian name, address, and contact details.
  • 04
    Court Signature: Leave judge signature and date block for court signing.

Customize an Online Workflow for this Order

Set up a digital workflow to collect signatures, evidence, and court-ready copies with conditional fields for different jurisdictions.

Field Configuration
Successor Signature Required; signer email + authentication
Guardian Declaration Conditional; show when guardian resigns
Medical Evidence Upload field; accept PDF or DOCX
Judge Block Locked for court use only

Where to File and How the Order Moves Through Court

The filing and processing path starts with petition submission and ends with the court’s signed order being returned to parties.

  • Prepare Petition: Draft order and attach supporting documents.
  • File with Court: Submit to the county probate or family court clerk.
  • Serve Interested Parties: Provide legally required notice and service of process.
  • Court Hearing: Judge reviews evidence and signs the final order.

Electronic Signing and Submission Considerations

Ensure the chosen provider supports court-acceptable PDFs, secure storage, and optional notary or RON workflows when required by the jurisdiction.

  • Authentication: Email, SMS code, or stronger
  • Audit Trail: IP, timestamp, and activity log
  • File Formats: PDF/A or standard PDF

eSignature Pricing Snapshot for Court Documents

Basic vendor pricing and feature presence for eSignature providers used to prepare and route court documents; signNow appears first per platform comparison rules.

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 No No Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Consequences of an Incorrect or Incomplete Order

Delay in Care: Temporary authority gaps
Hearing Postponement: Case reset and added costs
Judge Remand: Order returned for correction
Service Defect: Invalid service may void notice
Liability Risk: Unauthorized acts risk exposure
Contempt Risk: Failure to follow court order

Common Mistakes to Avoid

  • Using inconsistent names or initials for the protected person leads to identity confusion and possible rejection by the clerk.
  • Failing to attach required medical reports or declarations can result in continuances or denial of the successor appointment.
  • Not serving or giving proper notice to interested parties may cause the court to set aside the order later.
  • Leaving the judge’s signature or date fields blank and submitting anyway results in non-file-stamped copies and administrative delays.

Essential Data Elements and Record Items

Protected Person: Full legal name
Date of Birth: MM/DD/YYYY
Successor Name: Full legal name
Contact Info: Address, phone, email
Court Case: Docket number
Judge Signature: Court entry and date

Core Components to Include in a Professional Order

A complete successor guardian order is structured to give clear legal authority, document court findings, and provide administrative details for enforcement and recordkeeping.

Caption

Court name, county, and case caption identifying the protected person and existing case to ensure the order attaches to the correct file and judge.

Findings

A concise statement of facts and legal grounds for appointment, including evidence of incapacity and reason a successor is required.

Appointments

Explicit appointment language naming the successor guardian, specifying powers granted, any limitations, and effective date of the appointment.

Duties

Clear duties and reporting obligations, such as periodic accountings, medical oversight, or residency decisions required by local rule.

Service

A service and notice block confirming which interested parties were served and the method used to satisfy due process.

Signatures

Judge’s signature block, clerk’s stamp area, and spaces for successor acceptance and any required witness or notary acknowledgements.

Practical Use Examples

Two concise scenarios show when a successor guardian order is typically used and what the court expects in documentation.

Medical Decline Scenario

An elder’s primary guardian moves to another state and can no longer fulfill duties

  • The family petitions for a successor guardian within 30 days
  • The court reviews medical evidence, confirms the successor’s qualifications, and issues a signed order to avoid a care gap.

Resignation of Guardian

A court-appointed guardian submits a written resignation citing health reasons

  • The court schedules a hearing and considers objections from interested parties
  • The judge appoints the nominated successor after verifying notice, qualifications, and the protected person’s best interests.

Typical Timelines and Scheduling Expectations

Timing varies by jurisdiction; use local court calendars and clerk guidance to set hearings and service deadlines accurately.

Petition Filing Window:

File as soon as successor is needed; no universal statutory deadline

Service Deadline:

Most courts require service several days before the hearing

Hearing Scheduling:

Often scheduled 2–8 weeks after filing depending on court backlog

Emergency Orders:

Can be issued same day when immediate protection is required

Record Entry:

Signed order typically returned within days of hearing

Tips for Accurate and Efficient Completion

Adopt these practices to reduce friction at filing, speed court review, and minimize later disputes.

Use Verified Names
Confirm legal names against government ID and existing court files to prevent identity mismatches.
Attach Evidence
Include recent medical reports or sworn declarations to support successor appointment requests.
Follow Local Forms
Use the court’s preferred order template or formatting to avoid clerk rejection.
Preserve Audit Trail
When using eSignature, retain the complete audit trail and final PDF for court submission.

Frequently Asked Questions and Troubleshooting

Answers to common procedural and technical questions about preparing, signing, and filing a successor guardian order.


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