About Checklist for Audit of Initial Guardianship Plan
To audit the initial guardianship plan for compliance with Florida statutory requirements regarding ward information and guardian consultation.
When you'd use it: When a guardianship plan is submitted for judicial review to ensure it contains all required information about the ward's services, residential setting, health insurance, and the guardian's consultation with the ward.
Where to get the official form
The official version of Checklist for Audit of Initial Guardianship Plan is published as a PDF by the Florida courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:
Download Checklist for Audit of Initial Guardianship Plan (PDF) →
Source: desotoclerk.com
Link last checked: May 30, 2026
How to file Checklist for Audit of Initial Guardianship Plan in Florida
- Step 1 — Confirm you have the correct formUse Checklist for Audit of Initial Guardianship Plan when when a guardianship plan is submitted for judicial review to ensure it contains all required information about the ward's services, residential setting, health insurance, and the guardian's consultation with the ward. Double-check it's the right form for your situation — Florida probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
- Step 2 — Complete every required fieldFill out Checklist for Audit of Initial Guardianship Plan carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
- Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
- Step 4 — File it with the correct courtSubmit Checklist for Audit of Initial Guardianship Plan to the probate court or county clerk handling the estate — usually in the Florida county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).