RULE 5.710. REPORTS OF PUBLIC GUARDIAN

The public guardian, as the guardian of a ward, shall file:

(a) an initial report as required by law;

(b) annual guardianship reports, which shall include the
dates of quarterly visits to the ward, as required by law;

(c) a report within 6 months of his or her appointment as
guardian of a ward, which shall also be filed with the executive
director of the Office of Public and Professional Guardians, stating:

(1) the public guardian’s efforts to locate a family
member or friend, other person, bank, or corporation to act as
guardian of the ward; and

(2) the ward’s potential to be restored to capacity;

(d) an annual report, filed with the Office of Public and
Professional Guardians, by September 1 for the preceding fiscal
year, on the operations of the office of public guardian; and

(e) a report of an independent audit by a qualified certified
public accountant, to be filed with the Office of Public and
Professional Guardians every 2 years.

Committee Notes

Rule History
1987 Revision: This is a new rule and was promulgated to
establish procedures to accommodate the Public Guardian Act. See
§ 744.701, et seq., Fla. Stat. See also Fla. Prob. R. 5.560.

1989 Revision: Prior rule adopted as temporary emergency
rule.

1991 Revision: Editorial changes.

1992 Revision: Citation form changes in committee notes.

2007 Revision: Rule extensively amended to specify reports a
public guardian is required to file.

2010 Revision: Editorial change in (e).

2016 Revision: Subdivisions (c), (d), and (e) amended to reflect
the name change of the agency to the Office of Public and
Professional Guardians. Committee notes revised to reflect the
repeal of Part IX of Chapter 744, Florida Statutes.

Statutory Reference

§§ 744.2001–744.2109, Fla. Stat. Public Guardianship Act.

Rule Reference

Fla. Prob. R. 5.560 Petition for appointment of guardian of an
incapacitated person.