Ohio Probate Form - Annual Guardianship Plan - Estate
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1PROBATE COURT OF ______________________ COUNTY, OHIO
_____________________________, JUDGE
GUARDIANSHIP OF _________________________________________________________
CASE NO. ____________________________
ANNUAL GUARDIANSHIP PLAN - ESTATE
[Sup.R. 66.08 (G)]
[Attach as addendum to Form 17.7-Guardian’s Report.]
I am the guardian of the estate for the above-named Ward. I have identified the following
goal(s) for the next year and how I intend the goal(s) to be met.
For the Estate
Goal - (for example: obtain representative payee; enroll in Medicaid; establish Special Needs Trust;
improve money handling skills)
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Means to Meet the Goal – (for example: contact Social Security; contact Job and Family
Services/Attorney re exempt assets/eligibility; secure supporting documentation; schedule skill
training, etc.)
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Attach additional pages if necessary]
________________________________
____________________________________
Guardian’s Printed Name
Guardian’s Signature
________________________________
____________________________________
Street
Telephone Number (include area code)
________________________________
Print Form
City
State
Zip Code
FORM 27.8 - ANNUAL GUARDIANSHIP PLAN - ESTATE
Effective Date: March 1, 2017
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