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 $300.00 must be paid at the time of application unless accompanied by the Indigence – Financial Affidavit.
- Packet – Initial Guardianship Forms
- Initial Guardianship Affidavit
Individual Initial Forms:
- 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 (All parties listed on the Next of Kin form, who are Ohio residents, must sign a Waiver of Notice and Consent (form 15.1), or be served notice.
- 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 Authorization for Determination of Criminal Behavior with the Application for Guardianship. If no known applicant for initial guardianship is known, also file the Addendum to Expert Eval.
Post Appointment Filings:
- 15.5 Guardian’s Inventory, due 3 months following the date of Appointment of Guardian (Estate Only) [Local Rule 66.1(A)]
- 15.6 Application to Release Funds (Estate Only)
- 15.7 Application to Expend Funds (Estate Only)
- 15.8 Guardian’s Account, due six months after appointment, then annually thereafter (Estate Only) [Local Rule 64.5(B)]
- 17.7 Guardian’s Report, due 6 months following the date of Appointment of Guardian, then annually thereafter
- 27.2 Notification of Compliance with Guardian Education Requirements
- 27.3 Notice-Application for Change of Address
- 27.9 Application to Terminate Guardianship
- 27.11 Important Legal Papers
- No Known Applicants – Addendum to Expert Evaluation
- 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. If you are a guardian, please read the AMENDMENTS TO THE SUPREME COURT RULES OF SUPERINTENDENCE FOR THE COURTS OF OHIO to ensure you are in compliance with current Ohio laws.