Closing Procedures -
Guardianship for an Individual with a Developmental Disability
Checklist

Closing upon Adult's Death

Note: If you are guardian of the estate (i.e. conservator) you must also file a final account. Follow the information listed in the closing procedures for Adult Conservatorships.

1. Fill out the follwing forms:
   i. PC 663, Report of Guardian on Condition of Individual with Developmental Disability (indicate on the form that this is a final report).
   ii. Include a copy of the ward’s death certificate.
   
   Important Note: You MUST use these forms; you cannot draft your own documents.
   
   
2. Click here to find out how you can file your report
   
   
3. Submit your completed documents to the Judge of Record’s staff in the following order (as one PDF if submitting electronically):
   i. PC 663, Report of Guardian on Condition of Individual with Developmental Disability
   ii. Photocopy of ward’s death certificate
   
   
4. There is no Filing Fee
   
   
5. Upon receipt of these documents the case will be closed by the Court.
   
   

Closing Guardinaship for Individual with Developmental Disability BEFORE the Ward's Death

Note: A partial guardianship for an individual with developmental disabilities automatically closes after five (5) years.
Note: A request to modify or terminate a guardianship for an individual with a developmental disability may be made by the ward by any means, including oral communication or informal letter.

1. Fill out the follwing forms:
   i. PC 677, Petition Terminate\Modify Guardianship for Developmentally Disabled Individual
   
   Note: Addresses of all interested persons must be listed on petition. If missing addresses for any interested persons, after you receive the hearing information, you must arrange for publication. Click here for more information.
   
   Important Note: You MUST use these forms; you cannot draft your own documents.
   
   
2. Click here to find out how you can file your petition
   
   
3. Submit your completed documents to the Court in the order listed above (as one PDF if submitting electronically):
   
   
4. There is no Filing Fee
   
   
5. Hearing Date
   i. Once fee is paid you will be sent notice of hearing information, including ZOOM instructions.
   ii. You must serve a copy of the petition and the hearing information on all the interested persons.
   iii. All hearings are being conducted by ZOOM.
   iv.You must attend the ZOOM hearing or your petition will be dismissed.
   
   
6. Guardian ad Litem
   i. The Court may appoint a Guardian ad Litem (GAL) to investigate the situation and make a recommendation to the court prior to the hearing.
   ii. The GAL is not an employee of the court but a licensed practicing attorney appointed by the court.

Rev. 2\22