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.
• 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 Guardianship Background Check 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)]
  • 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 Guardian’s 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 Ed. Requirements
  • 27.3 Notice-Application for Change of Address
  • 27.9 Application to Terminate Guardianship
  • 27.11 Important Legal Papers
  • Statement of Expert Eval. Addendum – No Known Applicants
  • App. & Entry to Dispense with Subsequent Stmts. of Expert Eval.
  • 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 click here:

  Sup R 66, Page 462 pdf

  to ensure you are in compliance with current Ohio laws.