Florida Probate Rule 5.690
Initial Guardianship Report
Amended Oct. 1, 2026See what changed
- (a)Contents and Filing. An initial guardianship report must be filed within 60 days after the issuance of letters of guardianship. The guardian of the property must file the initial guardianship report consisting of the verified inventory. The guardian of the person must file the initial guardianship report consisting of the guardianship plan.
- (b)Service. The initial guardianship report must be served on the ward, unless the ward is a minor under the age of 14 years or is totally incapacitated, and the attorney for the ward, if any. With approval of the court, service on the ward may be accomplished by serving the attorney for the ward.
Notes
Committee Notes
The committee recognizes the conflict between this rule and section 744.362, Florida Statutes, which requires the filing of the initial guardianship report (which includes the inventory) within 60 days after appointment. The committee believes this provision, which attempts to regulate when a document must be filed with the court, is procedural and that a guardian may not receive letters of guardianship empowering the guardian to act contemporaneously with the appointment. Therefore, the issuance of letters is a more practical time from which to measure the beginning of the time period for the accomplishment of this act. In the event the guardian of the property and the guardian of the person are not the same entity or person, they shall make a good faith effort to jointly file the initial guardianship report.
Rule History
- 1991
- New rule.
- 1992
- Addition of phrase in subdivision (b) to conform to 1992 amendment to section 744.362(1), Florida Statutes. Citation form changes in committee notes.
- 2012
- Committee notes revised.
- 2016
- Committee notes revised.
- 2026
- Committee notes revised.
References
Statutory References
- § 744.362, Fla. Stat. Initial guardianship report.
- § 744.363, Fla. Stat. Initial guardianship plan.
- § 744.365, Fla. Stat. Verified inventory.
- § 744.3701, Fla. Stat. Inspection of report.
- § 744.384, Fla. Stat. Subsequently discovered or acquired property.
Rule References
- Fla. Prob. R. 5.020 Pleadings; verification; motions.
- Fla. Prob. R. 5.041 Service of pleadings and documents.
- Fla. Prob. R. 5.060 Request for notices and copies of pleadings.
- Fla. Prob. R. 5.180 Waiver and consent.
- Fla. Prob. R. 5.610 Execution by guardian.
- Fla. Prob. R. 5.620 Inventory.
- Fla. Prob. R. 5.700 Objection to guardianship reports.
- Fla. R. Gen. Prac. & Jud. Admin. 2.516 Service.
