The guardianship process is started by filing an Application for Appointment of a Guardian along with other required forms.

Guardianship of Incompetent Adult Checklist:

• An initial filing fee of $350.00 must be paid at the time of application unless accompanied by the Indigence Financial Affidavit.
• Indigence – Financial Affidavit
• Packet-Initial Guardianship Forms

Individual Initial Forms:

• 66.05 – Affidavit of Guardian Applicant
• 17.0 Application for Appointment of Guardian of Incompetent
• 17.1 Statement of Expert Evaluation
• 17.1a Supplement to Emergency Guardianship (Required only in emergency filings)
• 15.0 Next of Kin
• 15.1 Waiver and Consent
• 15.2 Fiduciary’s Acceptance
• 17.4 Notice of Hearing for Appointment of Guardian of Alleged Incompetent Person
• 15.3 Guardian’s Bond (Estate Applications Only)

Additional Forms Required:

Per Probate Court Local Rules, all applicants are also required to submit the Applicant Information Form, Consent Release Form, and Guardianship Background Check with the Application for Guardianship. If no known applicant for initial guardianship is known, also file the Statement of Expert Evaluation Addendum – No Known Applicants .

Post Appointment Filings:

• 15.5 Guardians Inventory, due 3 months following the date of Appointment of Guardian (Estate Only) [Local Rule 66.1(A)]
  • Waiver of Notice Inventory from Next of Kin [Local Rule 66.1(A)]
  • Certificate of Service of Notice of Hearing on Inventory [Local Rule 66.1(A)]
• 15.6 Application to Release Funds (Estate Only)
• 15.7 Application to Expend Funds (Estate Only)
• 15.8 Guardians Account, due six months after appointment, then annually thereafter (Estate Only) [Local Rule 64.5(B)]
  • All Court costs must be paid current
  • Waiver of Notice Account from Next of Kin [Local Rule 75.2(C)]
  • Certificate of Service of Notice of Hearing on Account [Local Rule 75.2(A)]
  • 15.81 Bank Certificate [Local Rule 64.3]
  • Acceptable Vouchers [Local Rule 64.6]
• 17.7 Guardian’s Report, due 6 months following the date of Appointment of Guardian, then annually thereafter 
  • 27.7 Annual Plan Person
  • 27.8 Annual Plan Estate

Miscellaneous Forms:

• • 27.2 Notification of Compliance with Guardian Education Requirements
  • 27.3 Notice of Application for Change of Address
  • 27.9 Application to Terminate Guardianship
  • 27.11 Important Legal Papers
  • Statement of Expert Evaluation Addendum – No Known Applicants
  • Application Entry to Dispense with Subsequent Statements of Expert Evaluation
  • Application for Exemption to Provider Rule
  • Application to Extend Time
  • Waiver to Terminate Guardianship

   

  The Ohio Supreme Court recently made changes to Guardianship Rules and educational requirements. If you are a guardian, please click here to review Sup R 66-66.09 to ensure compliance with current Ohio Laws:

  Sup R 66