Initial Guardianship Plan (Initial Report of Guardian/Guardian Advocate)

Where to get the official form

The official version of Initial Guardianship Plan (Initial Report of Guardian/Guardian Advocate) 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:

How to file Initial Guardianship Plan (Initial Report of Guardian/Guardian Advocate) in Florida

1. Step 1 — Confirm you have the correct formUse Initial Guardianship Plan (Initial Report of Guardian/Guardian Advocate) when filed by a guardian or guardian advocate within a specified timeframe after guardianship is established to describe the proposed care and services for an adult ward with a developmental disability. 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.
2. Step 2 — Complete every required fieldFill out Initial Guardianship Plan (Initial Report of Guardian/Guardian Advocate) 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.
3. 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.
4. Step 4 — File it with the correct courtSubmit Initial Guardianship Plan (Initial Report of Guardian/Guardian Advocate) 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).