What Steps Are Needed to Seek Guardianship or Conservatorship for an Incapacitated Relative in Florida? | Florida Estate Planning | FastCounsel
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What Steps Are Needed to Seek Guardianship or Conservatorship for an Incapacitated Relative in Florida?

Disclaimer: This article provides general information on Florida guardianship law and is not legal advice. Always consult a qualified attorney for guidance specific to your situation.

Detailed Answer

Under Florida law, a court may appoint a guardian for an incapacitated adult who cannot manage personal or financial affairs. The process follows the Florida Guardianship Code, Chapter 744 of the Florida Statutes.

1. Assess Capacity and Need

Before filing, determine whether your relative meets the statutory definition of incapacity. Under Fla. Stat. § 744.102, “incapacity” means a substantial inability to manage health care or property decisions.

2. Prepare and File the Petition

File a Petition for Appointment of Guardian in the circuit court of the county where the proposed ward resides. The petition must include:

  • Facts demonstrating incapacity.
  • A request for guardian of the person, guardian of the property, or both.
  • Names and addresses of close relatives.

See Fla. Stat. § 744.3101 for petition requirements.

3. Serve Notice and Appoint Professionals

After filing, the court will:

4. Attend the Hearing

The court must hold a hearing within 20 days of filing. You, the proposed ward, the ward’s attorney, and the evaluator must attend. The judge reviews evidence, hears testimony, and decides whether to appoint a guardian.

5. Obtain Letters of Guardianship

If granted, the court issues Letters of Guardianship, authorizing you to act. You must:

6. Fulfill Ongoing Duties

Guardians must:

  • Submit an annual guardianship plan. (Fla. Stat. § 744.3675)
  • File periodic accountings if appointed guardian of property. (Fla. Stat. § 744.367)
  • Act in the ward’s best interest and report major decisions to the court.

Helpful Hints

  • Begin early: Guardianship can take several weeks or months.
  • Hire a local attorney familiar with your county’s procedures.
  • Gather medical records ahead of filing to support incapacity.
  • Keep detailed records of all financial transactions.
  • Communicate with family to minimize conflicts.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.