Guardianship Forms & Services

Guardianship

Another major responsibility of the Probate Court is to protect those persons who cannot protect themselves such as adult mentally incompetent persons and minors. Those persons may not be able to protect their financial affairs and/or their person. To protect the interests of those persons, the Court appoints a guardian who is accountable to the Court for the management of the ward's estate and person.

Guardianship Services Include:

• Conservatorships
• Emergency Guardianships
• Incompetent Guardianships (Person & Estate)
• Minor Guardianships (Person & Estate)

Please Note:

• if filing an Emergency or Incompetent Guardianship a physicians statement is required and it must be current (signed within the last 90 days)
• If filing a Minor Guardianship the consent of the custodial parent(s) is required

Related Links

Conservatorship
Required at Time of Application
20.0 - Application for Appointment of Conservator
15.0 - Next of Kin of Proposed Ward
15.1 - Waiver of Notice and Consent (Not Required But If Filed, Should Be Filed With 15.0)
1.E - Entry Setting Hearing
15.2 - Fiduciary's Acceptance - Guardian
Statement of Permanent Address
Required At Hearing
20.6 - Oath of Conservator
20.1 - Judgment Entry - Appointment of Conservator
20.2 - Letters of Conservatorship
15.3 - Guardian's Bond
Once Conservatorship is Established
15.5 - Guardian's Inventory
15.6 - Application to Release Funds to Guardian
15.7 - Application for Authority to Expend Funds
15.8 - Guardian's Account
15.8 - Bank Certificates
Appendix D - Computation of Guardian Fees
Appendix C - Computation of Attorney Fees
Consent to Extraordinary Fees

Emergency
Information
Steps for Filing Emergency Guardianship
Required at Time of Application
17.0E - Application for Appointment of Emergency Guardian
15.0 - Next of Kin of Proposed Ward
17.1 - Statement of Expert Evaluation
17.1A - Supplement of Emergency Guardian of Person
17.02 - Judgment Entry - Appointment of Emergency Guardian for Incompetent Person
17.03 - Notice
Statement of Permanent Address
Required At Hearing
17.04 - Motion to Extend Emergency Guardianship
17.05 - Entry Appointing Counsel for Ward
17.06 - Waiver of Notice of Hearing on Continuation of Emergency Guardian Guardianship
17.07 - Judgment Entry - Continuing Appointment of Emergency Guardian for Incompetent Person

Incompetent
Information
Guardianship Booklet
Incompetent Guardianship Information Sheet - Person & Estate
Incompetent Guardianship Information Sheet - Person Only
Service Information
Required at Time of Application
17.0 - Application for Appointment of Guardian of Alleged Incompetent
15.0 - Next of Kin of Proposed Ward
15.1 - Waiver of Notice and Consent (Not Required But If Filed, Should Be Filed With 15.0)
17.1 - Statement of Expert Evaluation
Application for Indigency
Statement of Permanent Address
Request for Service
Request for a Background Check
Once Hearing Is Set
1.E - Entry Setting Hearing
17.3 - Notice to Prospective Ward of Application and Hearing
17.4 - Notice of Hearing for Appointment of Guardian of Alleged Incompetent Person
Required At Hearing
15.2 - Fiduciary's Acceptance - Guardian
15.9 - Oath of Guardian
15.9-PO - Oath of Guardian
17.5 - Judgment Entry - Appointment of Guardian for Incompetent Person
15.4 - Letters of Guardianship
Once Guardianship is Established
15.3 - Guardian's Bond
15.5 - Guardian's Inventory
17.7 - Guardian's Report
17.1 - Statement of Expert Evaluation
17.1D - Application to Dispense with Subsequent Statements of Expert Evaluation
15.6 - Application to Release Funds to Guardian
15.7 - Application for Authority to Expend Funds
15.8 - Guardian's Account
Sample - Guardian's Account Sample
15.81 - Bank Certificates
45D - Confidential Disclosure of Personal Identifiers
Appendix D - Computation of Guardian Fees
Appendix C - Computation of Attorney Fees
Consent to Extraordinary Fees
22.39(a) - Verification of Establishment of Guardianship Checking Account
11.0C - Consent to Power to Sell Real Estate
Motion By Guardian for Real Estate Sale By Consent
27.0 - Notice to Guardian - Submission of Comments or Complaints
27.1 - Notice to Guardian and Maker of Comments
27.2 - Notice of Compliance with Guardian Education Requirements
27.3 - Notice of Application of Change of Address
27.4 - Entry on Application to Change of Address of Ward
27.5 - Annual Registration Guardian with Ten or More Wards
27.6 - Guardian with Ten or More Wards Annual Fee Schedule
27.7 - Annual Guardianship Plan - Person
27.8 - Annual Guardianship Plan - Estate
27.9 - Application to Terminate Guardianship
27.10 - Notification of Guardian's Receipt of Fees Other Than Through Guardianship
27.11 - Notification of Ward's Important Legal Papers
27.12 - Guardian's Handbook Receipt
Other Forms
Application for Indigency
Application of Guardian to Probate Direct Services to Ward
Entry Allowing Guardian to Continue as Care Provider
20.4 - Affidavit of Indigency
20.5 - Judgment Entry - Approval of Counsel for Indigent Person
17.AE - Judgment Entry - Approval of Counsel for Indigent Ward

Minor
Information
Cover Sheet for Guardianships of Minors - Person
Cover Sheet for Guardianships of Minors - Estates
Required at Time of Application
Attention Applicants
16.0 - Application for Appointment of Guardian of Minor
15.0 - Next of Kin of Proposed Ward
15.1 - Waiver of Notice and Consent (At Least One Parent)
16.1 - Affidavit
16.2 - Selection of Guardian By Minor Over Fourteen Years of Age
15.0A - Judgment Entry Setting Hearing on Application for Appointment of Guardian
Fingerprint Instructions
Criminal Background Check Information and Consent
Request for a Background Check
Certified Copy of Birth Certificate From State of Ohio
Application for Indigency
Statement of Permanent Address
Once Hearing Is Set
16.3 - Notice of Hearing for Appointment of Guardian of Minor
16.4 - Notice of Hearing on Application for Appointment of Guardian of Minor
Required At Hearing
15.2 - Fiduciary's Acceptance - Guardian
15.9 - Oath of Guardian
15.9-PO - Oath of Guardian
16.5 - Judgment Entry - Appointment of Guardian of Minor
15.4 - Letters of Guardianship
Once Guardianship is Established
15.3 - Guardian's Bond
Minor Guardian's Report
27.3 - Notice of Application of Change of Address
27.4 - Entry on Application to Change of Address of Ward
27.9 - Application to Terminate Guardianship

Miscellaneous Forms
Instruction Sheet
16.0A - Application to Pay or Deliver Estate of Minor Without Application of Guardian
16.0B - Entry Dispensing with Appointment of Guardian and Ordering Deposit or Delivery
22.3 - Verification of Receipt and Deposit
22.5 - Application to Settle a Claim of An Adult Ward
22.6 - Entry Approving a Settlement of a Claim of An Adult Ward