The Supreme Court adopted extensive amendments to the Guardianship Rules, which were effective June 1, 2015. Among these amendments is the requirement for all guardians to file an “Annual Plan” with the Probate Court. This new requirement has raised a number of questions:
- What should be in these Annual Plans?
- How is the Annual Plan different from the Guardian’s Report?
- How is the Annual Plan different from service plans, such as Individual Service Plans developed by local boards of developmental disabilities?
- What should be included in an Annual Plan?
What are the Rules?
Rule 66.08(G) states:
A guardian of a person shall file annually with the Probate Division of the Court of Common Pleas a Guardianship Plan as an addendum to the Guardian’s Report. A guardian of an estate may be required to file an annual guardianship plan with the Probate Division of the Court of Common Pleas. The Guardianship Plan shall state the guardian’s goals for meeting the ward’s personal and financial needs.
Several points are worth noting:
- All guardians of person are required to file an annual plan;
- Individual courts have discretion to require annual plans from guardians of estate;
- The rule specifies that the guardian’s plans be filed annually and attached as an addendum to the guardian’s report (a different form – see below);
- Filing a guardian’s report does not meet the requirement for a guardian’s plan.
How Does the Guardian’s Plan Differ from the Guardian’s Report?
The Guardian’s Plan
The Guardian’s Plan is only required byKeep reading ...