About Simplified Accounting of Guardian of Property
A guardian of property files an annual accounting to report year-end balances and minimal transactions (interest, deposits, fees) for a ward's assets held in designated depositories.
When you'd use it: File this simplified accounting annually when the ward's assets are held only in designated depositories and the only transactions are interest accrual, settlement deposits, or service charges.
Where to get the official form
The official version of Simplified Accounting of Guardian of Property 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 Simplified Accounting of Guardian of Property (PDF) →
Source: jud12.flcourts.org
Link last checked: May 30, 2026
How to file Simplified Accounting of Guardian of Property in Florida
- Step 1 — Confirm you have the correct formUse Simplified Accounting of Guardian of Property (G-4.028) when file this simplified accounting annually when the ward's assets are held only in designated depositories and the only transactions are interest accrual, settlement deposits, or service charges. 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 Simplified Accounting of Guardian of Property 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 Simplified Accounting of Guardian of Property 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).