The Inventory Report

An Inventory report is the guardian of the estate's initial statement detailing any real estate, personal property, bank accounts, securities, and other valuable assets belonging to the incapacitated person.

This report must be filed within 90 days of the start of the guardianship and prior to the creation and filing of a guardian of the estate report. If the guardian submits a paper-filed Inventory report, court staff are required to enter it in GTS.

If your county has integrated GTS with your case management system, be sure to enter the report in GTS and the information will then be sent to your case management system automatically.

The help topics below do not show you how to complete the Inventory report form (use the Step-by-Step Guides for that). These topics offer some guidance or provide clarification on specific areas of the report form.

Before you Begin

Before you Begin

Learn about some important details to check before you begin entering the Inventory report in GTS.

 

 

Accessing the Report

Accessing the Report

Learn how to open the Inventory report screen to begin entering the paper-filed report from the guardian.

 

 

Part II. Assets (Principal)

Question 1 - Assets

 

Question 2 - Co-Ownership

 

Part III. Annual Income

Question 1 - Income

 

 

Part IV. Liabilities/Debt

Question 1 - Debt

 

Part V. Guardian Coverage

Question 1 - Surety Bonds

 

Question 2 - Liability Coverage

 

Part VII. Financial Plan

Question 1 - Income, Expenses, and Assets

 

Signature and Affirmation

Guardians

 

Comments

 

Supporting Documents

 

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