GUARDIANSHIP STATE REVIEW QUESTIONS AND VERIFIED
ANSWERS (2025) COMPLETE SOLUTIONS |RATED A+
GRADED 100% CORRECT!!
Florida Guardianship Chapter - ans744
Plenary Guardianship - ansTotal loss of rights of a person; Guardian can make all decisions
regarding healthcare, and financial
Incompetency was replaced by... - ansIncapacity
Qualifications to serve as a guardian.... - ans1- over the age of 18
2- no felony charges
3- not a service provider
4- never charged with abuse, abandonment, or neglect
5- not a creditor
Qualifications Florida Statute - ans744.309
Criminal investigation statute - ans744.3135
Criminal investigation statute terms - ansguardians, including all of their employees that have
a fiduciary responsibility to the guardian's wards undergo LEVEL 2 criminal investigations
initially, then every 5 years. It is completed VIA Electronic fingerprinting . A LEVEL 1 must
be conducted every 2 years
Blanket Fiduciary Bond - ansEach professional guardian who files a petition for appointment
is required to post a blanket fiduciary bond with the clerk of the court in the county where the
guardian's primary place of business is located. The bond must be in the amount of $50,000.
Annual premium can range from 250-500
Registration - ansEach guardian must register with the OPPG, formally SPGO. you need:
1- completion of 40-hour course
2- letter indicating passage of state exam
3- copy of 50,000 blanket bond
4- credit history report
5- check for registration fee- $35
Parens Patrie - ans"King as Father"- responsibility and protection and care for the mentally
disabled person with the King. Current practices recognize the state as the "Father".
Guardian Advocate for mentally ill - ans394.4598
-Persona appointed to make medical and mental health decisions for an individual who has
been hospitalized under FS 394
Guardian Advocate - ansAppoints guardian for people who have developmental disabilities.
Once appointed, the guardian advocate is governed by FS 744 and must abide by same
requirements as other court appointed guardians
Pre-need guardian - ans744.3045
- Competent adult may name a preneed guardian to serve in the event of becoming
incapacitated. Written declaration can be filed with the clerk of court
- Within 20 days after assuming duties, the preneed guardian must petition the court for
confirmation of appointment
Natural Guardian - ans744.301
-Mother and father
-Or parent who holds sole custody
-Or mother who gave birth out of wedlock
Voluntary Guardian - ans744.341
,GUARDIANSHIP STATE REVIEW QUESTIONS AND VERIFIED
ANSWERS (2025) COMPLETE SOLUTIONS |RATED A+
GRADED 100% CORRECT!!
-petition for appointment of a guardian must be accompanied by a certificate of licensed
physician specifying he or she has examined the petitioner and that the petitioner is
competent to understand
Advantages for ward under voluntary guardianship - ans- receive copies of initial and annual
reports
-approve or disapprove actions of guardian
-approve or disapprove of guardian fees
-terminate the guardianship at any time as long as he or she is competent
Emergency Temporary Guardianship - ans744.3031
-Prior to appointment of a guardian but after a petition for determination has been filed,
appoint an emergency temporary guardian for the person or property, or both of an alleged
incapacitated person.
-court must find there appears to be imminent danger that the physical or mental health or
safety of the person will be seriously impaired. Or that the property is in danger of being
wasted. The Temp. guardianship ends after 90 days or when the temp. guardian becomes
permanent ,whichever comes first
Plenary Guardianship - ans744.102
-guardian can exercise all delegable legal rights and powers
Limited guardianship - ans744.102
-appointed by the court to exercise only those rights specifically designated by the court order
which has been entered after the court has found the incapacitated person lacks capacity.
-the ward will receive notice of petitions and reports because there is assumed some degree of
capacity under a limited guardianship
Standby guardian - ans744.304
-given the power to serve as guardian in the event the currently serving guardian dies or
becomes incapacitated himself.
-Allows for continuity of care of the ward
Veterans guardianship - ans744.602
-Veterans Administration may determine that a person who is receiving a veteran's pension is
not able to manage these funds and requires someone to do this for him.
-Veteran's Administration is the petitioner for the appointment of a guardian
Appointment of VA Guardian - ans744.613
-Veteran's Guardianship is over ward's property only, so initial and annual plans are not
required
-However, if the ward has also been adjudicated as being incapacitated through the court,
then initial and annual plans must be completed
Inventory of Ward's property - ans744.621
-guardian must file with the circuit court and veteran's administration an inventory of the
ward's property within 30 days
-failing to submit initial = discharge of guardian
Guardian compensation - ans-must not exceed 5% of the VA income of the ward during any
year
-Attorney's fees for filing the petition and conducting proceedings shall be fixed by the court
and not exceed $250
,GUARDIANSHIP STATE REVIEW QUESTIONS AND VERIFIED
ANSWERS (2025) COMPLETE SOLUTIONS |RATED A+
GRADED 100% CORRECT!!
Corporate Guardian - ans744.309
-Appointment of trust company, state bank, savings association, or national bank or federal
savings and loan association to serve as guardian of the property only.
-However, a non-profit may serve as guardian of the person and property of the ward
Public guardians - ans744.702
-Public guardian is established to take on indigent cases
Pro bono work - ansfor free
Foreign guardian - ans744.306
-when the residence of a ward of a foreign guardian (one appointed as guardian in another
state) is moved to this stated
-foreign guardian must, within 60 days file the authenticated order
Resident guardian of the property of a non-resident ward - ans744.308
-Court may appoint a person qualified under 744.309 as guardian of a nonresident ward's
property upon the petition of a foreign guardian, next of kin, or creditor
Successor guardian - ans744.471
- successor guardian will be appointed if a guardian is removed, becomes incapacitated, or
dies.
Surrogate guardian - ans744.442
a guardian may designate a surrogate guardian to exercise the powers of the guardian if the
guardian is unavailable to act, perhaps due to illness or an extended vacation
-surrogate guardian may not exceed 30 days
co-guardianships - ansall guardians must agree and sign guardianship reports
- not uncommon for two separate guardians to be appointed; one for property and one for
person
guardianship of minors - ans744.3021
in any case where a minor is a beneficiary under a Will orcas a claim for personal injury,
property damage, or wrongful death in which gross settlement for the claim of the minor
equals or exceeds 15k. court may appoint guardian ad litem to represent minor's interest.
Role the guardian - ans-advocate for the ward
-surrogate decision-maker
-coordinator and monitor of services
-financial planner and asset manager
Role of the courts - ans-appointing counsel to represent alleged incapacitated person
-presiding at the adjudicatory hearing and making determination of capacity
-reviewing and approving guardianship initial and annual reports
-adjudicating claims and lawsuits related to guardianship matters
-monitoring the conduct of guardians
Initial/Annual guardian plans - ansClerk's office has 30 days to complete the review once it
has been filed and 90 days from the date of filing to complete the review.
Role of attorneys - ans-To represent alleged incapacitated persons during proceedings
-Last duty is to review initial plan and inventory then they are dismissed
-Known as Attorney of Record
Initial report - ansGuardian is required to file an initial guardian plan within 60 days after the
LOGs have been signed
, GUARDIANSHIP STATE REVIEW QUESTIONS AND VERIFIED
ANSWERS (2025) COMPLETE SOLUTIONS |RATED A+
GRADED 100% CORRECT!!
Annual guardian plan - ansGuardian must file a report within 90 days after the end of the
reporting year that lists the ward's residences during the year, medical treatment provided,
and if the guardian will request restoration of any rights.
Parens Patriae has given rise to the states' authority to intervene in an individual's life in order
to protect the person from harming himself or others in the following ways... - ans-
guardianship
-Baker Act
-Protective services
-Involuntary treatment for substance abuse or mental illness
Laws governing guardianship may only be amended or changed by - ansthe FL Legislature
Each Judicial circuit may impose its own rules and policies in addition to state law... -
ansTrue
FL Guardianship laws are found in F.S. Chapter - ans744
Roles NOT appropriate for a guardian to fill - ans-surrogate family
-caregiver
-therapist
-re-former
-companion
-warden or savior
The state of FL ------- recognize and accept an order Adjudicating incapacity that was filed in
another state - ansDOES accept
A plenary guardian means.... - ansAll delegable rights have been removed.
4 major roles of guardian are - ans-advocate for ward
-surrogate decision-maker
-Administer and monitor services
-financial planner/asset manager
A minor's guardianship will be established when a child under the age of 18 receives funds as
a result of - ans-inheritance or lawsuit that exceeds $15k
2 major requirements to establish a voluntary guardianship are that the proposed ward must
be - ans-competent and want a guardian
A Veteran's guardianship is established to manage only... - ans-VA funds or anything derived
from those funds
An example of a corporate guardian is.... - ans-Catholic charities
-Luteran ministries program
Public guardians are appointed primarily for what kind of cases? - ansindigent and/or when
there is nobody else to serve
Surrogate guardian may be appointed when the regular guardian is - ans-unable to serve due
to illness or on an extended vacation and unable to be reached
The authority of a surrogate guardian is good for how many days? - ans30 -unless extended if
court approves
Fiduciary is defined as a person who occupies a position of - ans-trust and acts in the best
interests for another person
If the ward wishes to express his religious beliefs the guardian should - ans-assist the ward in
doing so
ANSWERS (2025) COMPLETE SOLUTIONS |RATED A+
GRADED 100% CORRECT!!
Florida Guardianship Chapter - ans744
Plenary Guardianship - ansTotal loss of rights of a person; Guardian can make all decisions
regarding healthcare, and financial
Incompetency was replaced by... - ansIncapacity
Qualifications to serve as a guardian.... - ans1- over the age of 18
2- no felony charges
3- not a service provider
4- never charged with abuse, abandonment, or neglect
5- not a creditor
Qualifications Florida Statute - ans744.309
Criminal investigation statute - ans744.3135
Criminal investigation statute terms - ansguardians, including all of their employees that have
a fiduciary responsibility to the guardian's wards undergo LEVEL 2 criminal investigations
initially, then every 5 years. It is completed VIA Electronic fingerprinting . A LEVEL 1 must
be conducted every 2 years
Blanket Fiduciary Bond - ansEach professional guardian who files a petition for appointment
is required to post a blanket fiduciary bond with the clerk of the court in the county where the
guardian's primary place of business is located. The bond must be in the amount of $50,000.
Annual premium can range from 250-500
Registration - ansEach guardian must register with the OPPG, formally SPGO. you need:
1- completion of 40-hour course
2- letter indicating passage of state exam
3- copy of 50,000 blanket bond
4- credit history report
5- check for registration fee- $35
Parens Patrie - ans"King as Father"- responsibility and protection and care for the mentally
disabled person with the King. Current practices recognize the state as the "Father".
Guardian Advocate for mentally ill - ans394.4598
-Persona appointed to make medical and mental health decisions for an individual who has
been hospitalized under FS 394
Guardian Advocate - ansAppoints guardian for people who have developmental disabilities.
Once appointed, the guardian advocate is governed by FS 744 and must abide by same
requirements as other court appointed guardians
Pre-need guardian - ans744.3045
- Competent adult may name a preneed guardian to serve in the event of becoming
incapacitated. Written declaration can be filed with the clerk of court
- Within 20 days after assuming duties, the preneed guardian must petition the court for
confirmation of appointment
Natural Guardian - ans744.301
-Mother and father
-Or parent who holds sole custody
-Or mother who gave birth out of wedlock
Voluntary Guardian - ans744.341
,GUARDIANSHIP STATE REVIEW QUESTIONS AND VERIFIED
ANSWERS (2025) COMPLETE SOLUTIONS |RATED A+
GRADED 100% CORRECT!!
-petition for appointment of a guardian must be accompanied by a certificate of licensed
physician specifying he or she has examined the petitioner and that the petitioner is
competent to understand
Advantages for ward under voluntary guardianship - ans- receive copies of initial and annual
reports
-approve or disapprove actions of guardian
-approve or disapprove of guardian fees
-terminate the guardianship at any time as long as he or she is competent
Emergency Temporary Guardianship - ans744.3031
-Prior to appointment of a guardian but after a petition for determination has been filed,
appoint an emergency temporary guardian for the person or property, or both of an alleged
incapacitated person.
-court must find there appears to be imminent danger that the physical or mental health or
safety of the person will be seriously impaired. Or that the property is in danger of being
wasted. The Temp. guardianship ends after 90 days or when the temp. guardian becomes
permanent ,whichever comes first
Plenary Guardianship - ans744.102
-guardian can exercise all delegable legal rights and powers
Limited guardianship - ans744.102
-appointed by the court to exercise only those rights specifically designated by the court order
which has been entered after the court has found the incapacitated person lacks capacity.
-the ward will receive notice of petitions and reports because there is assumed some degree of
capacity under a limited guardianship
Standby guardian - ans744.304
-given the power to serve as guardian in the event the currently serving guardian dies or
becomes incapacitated himself.
-Allows for continuity of care of the ward
Veterans guardianship - ans744.602
-Veterans Administration may determine that a person who is receiving a veteran's pension is
not able to manage these funds and requires someone to do this for him.
-Veteran's Administration is the petitioner for the appointment of a guardian
Appointment of VA Guardian - ans744.613
-Veteran's Guardianship is over ward's property only, so initial and annual plans are not
required
-However, if the ward has also been adjudicated as being incapacitated through the court,
then initial and annual plans must be completed
Inventory of Ward's property - ans744.621
-guardian must file with the circuit court and veteran's administration an inventory of the
ward's property within 30 days
-failing to submit initial = discharge of guardian
Guardian compensation - ans-must not exceed 5% of the VA income of the ward during any
year
-Attorney's fees for filing the petition and conducting proceedings shall be fixed by the court
and not exceed $250
,GUARDIANSHIP STATE REVIEW QUESTIONS AND VERIFIED
ANSWERS (2025) COMPLETE SOLUTIONS |RATED A+
GRADED 100% CORRECT!!
Corporate Guardian - ans744.309
-Appointment of trust company, state bank, savings association, or national bank or federal
savings and loan association to serve as guardian of the property only.
-However, a non-profit may serve as guardian of the person and property of the ward
Public guardians - ans744.702
-Public guardian is established to take on indigent cases
Pro bono work - ansfor free
Foreign guardian - ans744.306
-when the residence of a ward of a foreign guardian (one appointed as guardian in another
state) is moved to this stated
-foreign guardian must, within 60 days file the authenticated order
Resident guardian of the property of a non-resident ward - ans744.308
-Court may appoint a person qualified under 744.309 as guardian of a nonresident ward's
property upon the petition of a foreign guardian, next of kin, or creditor
Successor guardian - ans744.471
- successor guardian will be appointed if a guardian is removed, becomes incapacitated, or
dies.
Surrogate guardian - ans744.442
a guardian may designate a surrogate guardian to exercise the powers of the guardian if the
guardian is unavailable to act, perhaps due to illness or an extended vacation
-surrogate guardian may not exceed 30 days
co-guardianships - ansall guardians must agree and sign guardianship reports
- not uncommon for two separate guardians to be appointed; one for property and one for
person
guardianship of minors - ans744.3021
in any case where a minor is a beneficiary under a Will orcas a claim for personal injury,
property damage, or wrongful death in which gross settlement for the claim of the minor
equals or exceeds 15k. court may appoint guardian ad litem to represent minor's interest.
Role the guardian - ans-advocate for the ward
-surrogate decision-maker
-coordinator and monitor of services
-financial planner and asset manager
Role of the courts - ans-appointing counsel to represent alleged incapacitated person
-presiding at the adjudicatory hearing and making determination of capacity
-reviewing and approving guardianship initial and annual reports
-adjudicating claims and lawsuits related to guardianship matters
-monitoring the conduct of guardians
Initial/Annual guardian plans - ansClerk's office has 30 days to complete the review once it
has been filed and 90 days from the date of filing to complete the review.
Role of attorneys - ans-To represent alleged incapacitated persons during proceedings
-Last duty is to review initial plan and inventory then they are dismissed
-Known as Attorney of Record
Initial report - ansGuardian is required to file an initial guardian plan within 60 days after the
LOGs have been signed
, GUARDIANSHIP STATE REVIEW QUESTIONS AND VERIFIED
ANSWERS (2025) COMPLETE SOLUTIONS |RATED A+
GRADED 100% CORRECT!!
Annual guardian plan - ansGuardian must file a report within 90 days after the end of the
reporting year that lists the ward's residences during the year, medical treatment provided,
and if the guardian will request restoration of any rights.
Parens Patriae has given rise to the states' authority to intervene in an individual's life in order
to protect the person from harming himself or others in the following ways... - ans-
guardianship
-Baker Act
-Protective services
-Involuntary treatment for substance abuse or mental illness
Laws governing guardianship may only be amended or changed by - ansthe FL Legislature
Each Judicial circuit may impose its own rules and policies in addition to state law... -
ansTrue
FL Guardianship laws are found in F.S. Chapter - ans744
Roles NOT appropriate for a guardian to fill - ans-surrogate family
-caregiver
-therapist
-re-former
-companion
-warden or savior
The state of FL ------- recognize and accept an order Adjudicating incapacity that was filed in
another state - ansDOES accept
A plenary guardian means.... - ansAll delegable rights have been removed.
4 major roles of guardian are - ans-advocate for ward
-surrogate decision-maker
-Administer and monitor services
-financial planner/asset manager
A minor's guardianship will be established when a child under the age of 18 receives funds as
a result of - ans-inheritance or lawsuit that exceeds $15k
2 major requirements to establish a voluntary guardianship are that the proposed ward must
be - ans-competent and want a guardian
A Veteran's guardianship is established to manage only... - ans-VA funds or anything derived
from those funds
An example of a corporate guardian is.... - ans-Catholic charities
-Luteran ministries program
Public guardians are appointed primarily for what kind of cases? - ansindigent and/or when
there is nobody else to serve
Surrogate guardian may be appointed when the regular guardian is - ans-unable to serve due
to illness or on an extended vacation and unable to be reached
The authority of a surrogate guardian is good for how many days? - ans30 -unless extended if
court approves
Fiduciary is defined as a person who occupies a position of - ans-trust and acts in the best
interests for another person
If the ward wishes to express his religious beliefs the guardian should - ans-assist the ward in
doing so
