GUIDING FAMILIES THROUGH THE SEASONS OF LIFE

Annual Reporting in Minnesota Guardianship

A guardian has a duty and responsibility to report to the Court annually (on the anniversary of the guardianship – which coincides with the issue date of the Letters of Guardianship) on the condition and well being of the person under guardianship.  Minn. Stat. 524.5-316 addresses the contents of the annual personal well being report.  It is a pretty basic report, meant to summarize for the Court both the current condition of the person under guardianship, as well as what has transpired with that person over the last year.  The guardian discloses the condition of the ward (mentally, physically and socially), the living situation, whether any restrictions have been placed on the person’s right to communicate/visit with people of his/her choosing, an opinion on the adequacy of care the person has received, whether continued guardianship is necessary and whether the guardian has been reimbursed for any services to the ward (that were not reimbursed by county contract).  The guardian needs to take the completion of this report seriously and get it filed with the Court and served on the person under guardianship and interested persons, within 60 days of the anniversary date.  If it isn’t filed on time, the Court will call the guardian back in to court to explain why it hasn’t been filed.  

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A blog about all things guardianship and conservatorship.