Rule 5.710. Reports of Public Guardian

The public guardian, as the guardian of a ward, shall file:

(a)     an initial report as required by law;

(b)     annual guardianship reports, which shall include the dates of quarterly visits to the ward, as required by law;

(c)     a report within 6 months of his or her appointment as guardian of a ward, which shall also be filed with the executive director of the Office of Public and Professional Guardians, stating:

(1)     the public guardian’s efforts to locate a family member or friend, other person, bank, or corporation to act as guardian of the ward; and

(2)     the ward’s potential to be restored to capacity;

(d)     an annual report, filed with the Office of Public and Professional Guardians, by September 1 for the preceding fiscal year, on the operations of the office of public guardian; and

(e)     a report of an independent audit by a qualified certified public accountant, to be filed with the Office of Public and Professional Guardians every 2 years.

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