Guardianship Information
A guardianship is a legal proceeding in the Circuit Courts of Florida in which a guardian exercises the legal rights of an incapacitated person or a minor child. A guardian is an individual or institution, such as a bank trust department, appointed by the court to care for an incapacitated person or a minor child. All guardianship matters in the State of Florida require an attorney (Rule 5.030).
Guardianships for an adult person are filed when it is believed that a person is not mentally capable of taking care of himself/herself. Mental Health appoints a committee to evaluate the person and make their report to the court. Guardians can be appointed as guardian of the person only, property only, or person and property. If a person recovers in whole or part from the condition that caused him or her to be incapacitated, the court will have the ward examined and can restore some or all of the person's rights.
Guardianships for minors are filed when the minor child has inherited money or has property in excess of $15,000.00. A guardian of the property is all that is needed if the minor child's parents are living. If the minor child's parents are deceased or unable to be appointed guardians, he/she may need a guardian of the person and property.
Lee County Guardianship Information
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Lee county Guardianship Case Management: LeeGA@CA.CJIS20.ORG
Charlotte County Guardianship Information
Guardianship Hotline
The Charlotte County Court Guardianship Monitoring Program has a hotline number that acts as a clearinghouse for complaints, requests, and inquiries regarding particular Guardianship cases, where anyone can report their concerns. The caller may remain anonymous.
Any allegation of abuse, neglect and/or exploitation of elderly or the misappropriation of the ward’s assets must be reported directly to the Department of Children and Families at (800) 96ABUSE, and/or the Charlotte County Sheriff's office (941) 639-2101 (call 911 for emergencies), prior to contacting the Guardianship Hotline
*** IF IT IS AN EMERGENCY, CALLERS WILL BE INSTRUCTED TO HANG UP AND CALL 911 FIRST ***
Guardianship Hotline
(941) 769-1275
Charlotte Guardianship/Incapacity Documents, Procedures, Checklists and Best Practices
BEST PRACTICES | |
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Best Practices - Incapacity-Guardianship | Download |
PROCEDURES | |
Instructions for Submission of Proposed Orders Electronically-Generally | Download |
Instructions For Filing Incapacity - Guardianship Cases | Download |
FORMS | |
Acknowledgment of Responsibilities - Guardian | Download |
Order Authorizing Temporary Waiver of Filing Fees | Download |
Order Appointing Attorney and Elisor for Alleged Incapacitated Person | Download |
Notice of Hearing on Petition to Determine Incapacity and for the Appointment of Guardian | Download |
Order Appointing Examining Committee Template | Download |
CHECKLISTS | |
Guardian of Veteran | Download |
Guardian Voluntary | Download |
Guardianship Accounting (Simplified) | Download |
Guardianship Accounting | Download |
Guardianship Annual Plan | Download |
Guardianship Disburse Assets to SNT | Download |
Guardianship Disburse Funds by Guardian | Download |
Guardianship Incapacitated Person | Download |
Guardianship Inventory | Download |
Guardianship Motion to Withdraw | Download |
Guardianship Petition for Appointment of Foreign Guardian | Download |
Guardianship Petition for Approval of Settlement of Claim | Download |
Guardianship Petition for Attorney Fees | Download |
Guardianship Petition for Designation of Depository | Download |
Guardianship Petition for Determination of Incapacity | Download |
Guardianship Petition for Discharge | Download |
Guardianship Petition for Guardian Fees | Download |
Guardianship Petition for Sale of Personal Property | Download |
Guardianship Petition for Successor Guardian | Download |
Guardianship Petition to Refinance Mortgage | Download |
Guardianship Petition to Remove Guardian | Download |
Guardianship Petition to Sell Real Property | Download |
Guardianship Purchase of Real Property | Download |
Guardianship Resignation and Discharge | Download |
Guardianship Waive Education | Download |
Initial Guardianship Plan Checklist | Download |
BEST PRACTICES | |
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Best Practices - Emergency Temporary Guardianship | Download |
PROCEDURES | |
Instructions for Submission of Proposed Orders Electronically-Generally | Download |
Instructions For Filing Emergency Temporary Guardianship Cases | Download |
Instructions for Submission of Proposed Orders | Download |
CHECKLISTS | |
Guardianship Petition for ETG | Download |
Guardianship Motion to Withdraw | Download |
Guardianship Petition for Attorney Fees | Download |
Guardianship Petition for Guardian Fees | Download |
Guardianship Petition to Remove Guardian | Download |
Guardianship Resignation and Discharge | Download |
BEST PRACTICES | |
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Best Practices - Minors | Download |
PROCEDURES | |
Instructions for Submission of Proposed Orders Electronically-Generally | Download |
Instructions For Filing Guardianship Of Minor Cases | Download |
Instructions for Submission of Proposed Orders | Download |
FORMS | |
Acknowledgment of Counsel of Proposed Guardian of Minor's Property | Download |
Acknowledgment of Proposed Guardian of Minor's Property | Download |
Order Appointing Attorney and Elisor for Minor in Need of Guardian | Download |
CHECKLISTS | |
Guardianship Assets of Minor into Structured Annuity | Download |
Guardianship Disbursement Minor | Download |
Guardianship of Minor | Download |
Guardianship Petition to Approve Settlement of Minor's Claim | Download |
Guardianship Settlement of Minor Claim Guardian Appointed | Download |
Guardianship Petition for Approval of Settlement of Claim | Download |
Guardianship Petition for Designation of Depository | Download |
Guardianship Petition for Discharge | Download |
Guardianship Petition for Successor Guardian | Download |
Guardianship Waive Education | Download |
Guardianship Accounting (Simplified) | Download |
Guardianship Accounting | Download |
Guardianship Annual Plan | Download |
Guardianship Inventory | Download |
Guardianship Motion to Withdraw | Download |
Guardianship Petition for Attorney Fees | Download |
Guardianship Petition for Guardian Fees | Download |
Guardianship Petition for Sale of Personal Property | Download |
Guardianship Petition to Remove Guardian | Download |
Guardianship Petition to Sell Real Property | Download |
Guardianship Purchase of Real Property | Download |
Guardianship Resignation and Discharge | Download |
Initial Guardianship Plan Checklist | Download |
BEST PRACTICES | |
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Best Practices - Guardian Advocate | Download |
PROCEDURES | |
Instructions for Submission of Proposed Orders Electronically-Generally | Download |
Instructions For Filing Guardian Advocate Cases | Download |
Instructions for Submission of Proposed Orders | Download |
FORMS | |
Application for Appointment as Guardian Advocate | Download |
Designation of E-Mail Address | Download |
Acknowledgement of Responsibilities of Guardian Advocate | Download |
Guardianship Annual Plan of Guardian Advocate of Person | Download |
Guardianship Annual Guardianship Plan of Guardian Advocate of Person (Minor Ward) | Download |
Initial Guardianship Plan of Guardian Advocate of Person (Adult Ward) | Download |
Letters of Guardian Advocacy of the Person | Download |
Notice of Hearing on Petition for Appt of Guardian Advocate | Download |
Notice of Hearing on Petition for Appt of Co-Guardian Advocate | Download |
Oath of Guardian Advocate, Designation of Resident Agent and Acceptance | Download |
Order Appointing Attorney for Developmentally Disabled Person in Guardian Advocacy Cases | Download |
Order Appointing Guardian Advocate of the Person | Download |
Order For Involuntary Inpatient Placement | Download |
Order Appointing Attorney for Person with Developmental Disability | Download |
Order Approving Annual Accounting of Guardian Advocate of the Property | Download |
Order Approving Annual Guardianship Plan of Guardian Advocate of the Person | Download |
Order Approving Initial Plan of Guardian Advocate of the Person | Download |
Order Waiving Annual Accounting | Download |
Order Waiving Credit and Criminal Investigation | Download |
Physician's Report - Adult | Download |
Physician's Report - Minor | Download |
CHECKLISTS | |
Guardian Advocate | Download |
Guardianship Petition for Successor Guardian Advocate | Download |
Guardianship Accounting (Simplified) | Download |
Guardianship Waive Education | Download |
Guardianship Accounting | Download |
Guardianship Annual Plan | Download |
Guardianship Inventory | Download |
Guardianship Motion to Withdraw | Download |
Guardianship Petition for Attorney Fees | Download |
Guardianship Petition for Guardian Fees | Download |
Guardianship Petition for Sale of Personal Property | Download |
Guardianship Petition to Remove Guardian | Download |
Guardianship Resignation and Discharge | Download |
Initial Guardianship Plan Checklist | Download |
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CONTACT INFORMATION
350 East Marion Avenue
Punta Gorda, Florida 33950
Phone: (941) 637-2100