Initial Inventory

INITIAL INVENTORY. This form is a legally required document under Florida Statute §744.362 that must be filed with the court within 60 days of a guardian receiving Letters of Guardianship. It provides a detailed accounting of the ward’s financial and property assets as of the date guardianship began. This inventory includes information about real property, cash and bank accounts, intangible assets (such as stocks and insurance), personal property, liabilities, income sources, pending litigation, trusts, and any insurance policies. The form also identifies any lawsuits involving the ward and any assets the ward is entitled to but has not yet received. Guardians must attach supporting documentation for each section and disclose the ward’s interest in jointly owned property or shared financial responsibilities. The report ensures transparency and enables the court to monitor the guardian’s management of the ward’s estate. It must be signed under penalty of perjury by the guardian(s), any preparer, and the guardian’s attorney, certifying that the information provided is true and accurate to the best of their knowledge. www.FormsWorkflow.com