Keep Guardians Filing Their Annual Reports on Time
Court-appointed guardians must file annual accountings and reports, and missing them risks removal. Track each guardianship's annual filing deadline and drive the paperwork.
- 1
Register Each Guardianship
Log the appointment date and annual reporting deadline.
- 2
Remind Ahead
Add a
Schedule Triggerreminding 60 days before each annual filing. - 3
Provide the Framework
Send the accounting template and required elements.
- 4
Confirm Filing
Track submission to close the year's cycle.
- 5
Activate and Test
Activate the workflow with a test guardianship. Confirm the reminder and templates send.
Frequently asked questions
What happens if missed?
Courts can remove guardians for failure to report — timely filing protects the guardian's authority and the ward's care.
Complex accountings?
The template breaks the accounting into sections so guardians aren't staring at a blank court form.
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