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WHAT TO DO AFTER YOU ARE APPOINTED GUARDIAN FOR AN ADULT OR A MINOR - CASE NUMBERS BEGINNING "PB" ONLY
ATTENTION: You may use the forms on this page if the following factors apply to your situation:
  • You have been appointed guardian for an adult or a minor by the Probate Court, or you expect to be, AND
  • The case number begins with "PB"
  • You need to know what to do after you are appointed.
You may NOT use this packet if:
  • You have been appointed guardian for a minor by the JUVENILE Court, and the case number begins with "JG" or "JD". *
* If the appointment as guardian came from the Juvenile Court, as indicated by a case number beginning "JG" or "JD", see the separate packet "Annual Report of Guardian" required for use in Juvenile Court cases.

This packet contains court forms and instructions about preparing for after a Probate Court hearing to appoint a permanent guardian. Be sure the documents are in the following order:

Packets contain ALL forms and ALL instructions needed for this process. Where there are separate packets for Instructions and Forms, get BOTH packets.

Packets
Title File English Spanish
What to do after You are Appointed Guardian by the Probate Court - Instructions PBG9i PDF PDF
What to do after You are Appointed Guardian by the Probate Court - Forms PBG9f PDF PDF

The individual forms and instructions below are already included in the Packet(s) above. If you choose to download the documents individually, make sure you get ALL of the instructions and ALL of the forms. Be sure the documents are in the following order:

Instructions
Order Title File English Spanish
1 Instructions: How to fill out Annual Report of Guardian pbgcg92i PDF | Word PDF | Word
2 Procedures: What to do after the Court hearing pbg90p PDF | Word PDF | Word
3 Procedures: Regarding Proof of Restricted Account* pbgc91p PDF | Word PDF | Word
4 Fiduciary Fee Guidelines pbgcf93h PDF | Word PDF | Word
  *Only if ordered by the Court.
Forms
Order Title File English Spanish
1 Annual Report of Guardian pbgcg92f PDF | Word PDF | Word
2 Fee Statement and Proof of Mailing pbgcf93f PDF | Word PDF | Word
3 Proof of Restricted Account* pbc91f PDF | Word PDF | Word
4 Inventory and Appraisement of Property and Proof of Mailing or Delivery* pbgc91f PDF | Word PDF | Word
  *Only if ordered by the Court.

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