Florida Probate Rule 5.620

Inventory

Text of the rules effective October 1, 2026.

Amended Oct. 1, 2026See what changed

  1. (a)
    Inventory. Within 60 days after issuance of letters, the guardian of the property must file a verified inventory as required by law. All property not in the guardian’s possession as of the date the inventory is filed must be so identified.
  2. (b)
    Amended or Supplemental Inventory. If the guardian of the property learns of any property not included in the inventory, or learns that the description in the inventory is inaccurate, the guardian must, within 30 days of this discovery, file a verified amended or supplemental inventory showing the change.
  3. (c)
    Substantiating Documents. Unless ordered by the court, the guardian need not file the documents substantiating the inventory. On reasonable written request, the guardian of the property must make the substantiating documents available for examination to those persons entitled to receive or inspect the inventory.
  4. (d)
    Safe-Deposit Box Inventory. If the ward has a safe- deposit box, the safe-deposit box inventory must be filed as part of the verified inventory.
  5. (e)
    Guardian Advocates. This rule applies to a guardian advocate to the extent that the guardian advocate was granted authority over the property of the person with a developmental disability.

Notes

Rule History
1977
Change in committee notes to conform to statutory renumbering.
1984
Change to require inventory to be filed within 60 days after issuance of letters, rather than after appointment. Committee notes revised.
1988
Editorial changes. Committee notes revised. Citation form change in committee notes.
1989
Prior rule deleted and replaced by temporary emergency rule.
1991
Former rule 5.620(b) has been deleted as partly substantive and addressed in section 744.381, Florida Statutes, and the procedural part is unnecessary. 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 paper 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.
1992
Citation form changes in committee notes.
2005
Editorial changes in (d).
2007
Committee notes revised.
2008
Adds reference to guardian advocate in new (e). Committee notes revised.
2012
Committee notes revised.
2016
Subdivision (c) revised to substitute “documents” for “papers.”
2026
Committee notes revised.

References

Statutory References

  • § 393.12, Fla. Stat. Capacity; appointment of guardian advocate.
  • § 744.362, Fla. Stat. Initial guardianship report.
  • § 744.365, Fla. Stat. Verified inventory.
  • § 744.3701, Fla. Stat. Inspection of report.
  • § 744.381, Fla. Stat. Appraisals.
  • § 744.384, Fla. Stat. Subsequently discovered or acquired property.

Rule References