Relating to guardianships for persons who are incapacitated; changing a fee.

Contracts

• Asset Liquidation: You must amend your sale procedures for personal property (vehicles, household goods, etc.). A simple receipt is no longer sufficient for court reporting. You must execute and retain a formal Bill of Sale or Contract for every item sold to attach to the Annual Account.

Hiring/Training

• Case Managers: Train staff on new mandatory notification triggers. They must flag:
• 1. Admission to an acute care facility for 3+ days.
• 2. Death of the ward.
• 3. Change of address (ward or guardian).
• Accounting Staff: Staff must be retrained to request bank statements that specifically cover the end date of the accounting period, rather than standard monthly cycle statements.

Reporting & Record-Keeping

• Annual Accounts: You must now attach an official bank statement showing the balance on the exact date the accounting period ends.
• Final Settlements: A new affidavit or attorney certificate is required prior to discharge, confirming that all interested parties received a copy of the final account and were served citation.
• Cash Bonds: If using cash-in-lieu-of-bond, you must use the specific receipt form language mandated by Section 1105.157(d).

Fees & Costs

• Transfer Fees: If transferring a case to a new county, the receiving clerk is capped at charging a flat $80 fee.
• *Budget Note:* Instruct Accounts Payable to reject invoices from County Clerks exceeding $80 for docketing a transferred guardianship.