What Reports and Accountings Does an Illinois Guardian Have to File?

The Short Answer

A guardian should not treat appointment as the end of the court case. The type of guardianship affects the continuing duties, and a guardian of the estate has statutory accounting responsibilities in addition to other court requirements.

Why Are Ongoing Reports Required?

Guardians are accountable to the court. Reports and accountings give the court information about the adult’s welfare, the guardian’s actions, and—when an estate is involved—the handling of money and property.

What Is Different About an Estate Accounting?

A guardian of the estate may be required to account for receipts, disbursements, assets on hand, and other financial activity. Supporting records are important because the guardian is managing property that belongs to the adult.

What Should a Guardian Keep During the Year?

Good records can include bank statements, invoices, receipts, benefit statements, tax records, contracts, property records, major correspondence, and notes supporting significant decisions.

Do Personal Guardians Have Continuing Duties Too?

Yes. A guardian of the person remains responsible for the personal-care duties assigned by the court and may have reporting obligations concerning the adult’s condition, residence, services, and welfare.

What If a Report or Accounting Is Overdue or Incomplete?

The appropriate response depends on the court record and what is missing. Ignoring the issue can compound problems, so the guardian should review the docket, prior orders, and records and obtain legal guidance when necessary.

Bottom Line

Ongoing compliance is part of guardianship. Organized records and timely attention to court requirements make it easier to protect the adult and explain the guardian’s administration.