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Guardianship > Reporting

Upon appointment of a guardian for a ward the court which made the appointment will insist upon an accounting of the guardian's financial transactions on behalf of the ward.

This accounting will report income to the ward, expenses paid on the ward’s behalf and a calculation of any changes in the ward’s assets
and liabilities for the twelve month period from the date of appointment.

Guardianship reports usually are in a proscribed form mandated by the court of appointment. They are detailed and must account for every transaction made during the period of the report. They will be audited
by the court and approved by a judge before the guardian’s appointment can be reaffirmed.

Our firm has many years of experience in providing these reports and can provide all of the financial services needed to prepare them.

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