- Create the Attorney's Record
Create the Ward's Record
Create the Year Accounting Record
Create the Plan Record (Annual
|5- Create the Accounting Entries|
are 2 main ways to create "Accounting Entries" records:
A- Click on the "Accounting
link in the Start Screen to
enter an individual accounting
(Like Asset bought or Bond Interest)
B- Click on the "Entire Year" link
found in the "Year Accounting" form, to enter all the regular income
and disbursements records.
all the income received from SS or all the monthly disbursements to the
That is usually enough to generate all the forms required.
The Annual Guardianship Report will contain:
1 - The Annual Report of Guardian of the Property - Annual Acounting
Schedules A, B, C, D, Summary and Affidavit
2 - The Annual Guardianship Report
Annual Guardianship Plan
To print the report, you select the year, and the name of the ward, then click on the "Annual Report" button.
How to get help
This is the Initial Screen.