Annual Reporting Requirements for Minnesota Guardians

report

As guardian, you have certain annual reporting requirements.  The statute governing your annual reporting requirements as a guardian in Minnesota is Minn. Stat. 524.5-316.

Your reporting duties include the following:

  • Personal Well Being Report/Annual Notice of Right to Petition for Restoration (this is a report that gives information about the ward’s current condition, living situation, any restrictions that have been placed upon visitation/communication, a recommendation as to whether guardianship should continue, and information on any compensation the guardian has received).
    • This must be served on the ward
    • It must also be served on Interested Persons as defined in Minnesota Statute 524.5-102
    • It must be filed with the Court, along with an Affidavit of Service.

This report is due within 30 days of the anniversary date of your appointment as guardian.  If you fail to file it, the Court will issue an order to show cause, requiring you to appear and explain why you haven’t filed it.  In certain counties, you will be assessed costs if an order to show cause is issued.

As always, if you have questions about your responsibilities as guardian, you should contact an experienced guardianship and conservatorship attorney.

Ratings and Reviews

Follow me on Twitter!