Fla. Stat. 744.363
Initial guardianship plan


(1)

The initial guardianship plan shall include all of the following:The provision of medical, mental, or personal care services for the welfare of the ward.The provision of social and personal services for the welfare of the ward.The place and kind of residential setting best suited for the needs of the ward.The application of health and accident insurance and any other private or governmental benefits to which the ward may be entitled to meet any part of the costs of medical, mental health, or related services provided to the ward.Any physical and mental examinations necessary to determine the ward’s medical and mental health treatment needs.
A list of any preexisting:
Orders not to resuscitate executed in accordance with s. 401.45(3) and the dates such orders were signed; or
Advance directives as defined in s. 765.101 and the dates such directives were signed.
For each item listed under subparagraph 1., the plan must state whether the order or directive has been revoked, modified, or suspended by the court.
A description of the steps taken to identify and locate a preexisting order not to resuscitate or advance directive.

(a)

The provision of medical, mental, or personal care services for the welfare of the ward.

(b)

The provision of social and personal services for the welfare of the ward.

(c)

The place and kind of residential setting best suited for the needs of the ward.

(d)

The application of health and accident insurance and any other private or governmental benefits to which the ward may be entitled to meet any part of the costs of medical, mental health, or related services provided to the ward.

(e)

Any physical and mental examinations necessary to determine the ward’s medical and mental health treatment needs.

(f)1.

A list of any preexisting:
Orders not to resuscitate executed in accordance with s. 401.45(3) and the dates such orders were signed; or
Advance directives as defined in s. 765.101 and the dates such directives were signed.
For each item listed under subparagraph 1., the plan must state whether the order or directive has been revoked, modified, or suspended by the court.
(f)1. A list of any preexisting:a. Orders not to resuscitate executed in accordance with s. 401.45(3) and the dates such orders were signed; orb. Advance directives as defined in s. 765.101 and the dates such directives were signed.
a. Orders not to resuscitate executed in accordance with s. 401.45(3) and the dates such orders were signed; or
b. Advance directives as defined in s. 765.101 and the dates such directives were signed.
2. For each item listed under subparagraph 1., the plan must state whether the order or directive has been revoked, modified, or suspended by the court.

(g)

A description of the steps taken to identify and locate a preexisting order not to resuscitate or advance directive.

(2)

The initial guardianship plan for an incapacitated person must be based on the recommendations of the examining committee’s examination, as incorporated into the order determining incapacity.

(3)

Unless the ward has been found to be totally incapacitated or is a minor under the age of 14 years, the initial guardianship plan must contain an attestation that the guardian has consulted with the ward and, to the extent reasonable, has honored the ward’s wishes consistent with the rights retained by the ward under the plan. To the maximum extent reasonable, the plan must be in accordance with the wishes of the ward.

(4)

The guardianship plan may not restrict the physical liberty of the ward more than reasonably necessary to protect the ward or others from serious physical injury, illness, or disease and to provide the ward with medical care and mental health treatment for the ward’s physical and mental health.

(5)

An initial guardianship plan continues in effect until it is amended or replaced by the approval of an annual guardianship plan, until the restoration of capacity or death of the ward, or until the ward, if a minor, reaches the age of 18 years. If there are significant changes in the capacity of the ward to meet the essential requirements for his or her health or safety, the guardian may file a petition to modify the guardianship plan and shall serve notice on all persons who received notice of the plan. At the hearing on such petition, the court may modify the guardianship plan and specify the effective date of such amendment.

(6)

In exercising his or her powers, the guardian shall recognize any rights retained by the ward.

Source: Section 744.363 — Initial guardianship plan, https://www.­flsenate.­gov/Laws/Statutes/2024/0744.­363 (accessed Aug. 7, 2025).

744.361
Powers and duties of guardian
744.362
Initial guardianship report
744.363
Initial guardianship plan
744.365
Verified inventory
744.367
Duty to file annual guardianship report
744.368
Responsibilities of the clerk of the circuit court
744.369
Judicial review of guardianship reports
744.371
Relief to be granted
744.372
Judicial review of guardianships
744.373
Production of property
744.374
Payments to guardian
744.381
Appraisals
744.384
Subsequently discovered or acquired property
744.387
Settlement of claims
744.391
Actions by and against guardian or ward
744.394
Suspension of statutes of limitations in favor of guardian
744.397
Application of income of property of ward
744.421
Petition for support of ward’s dependents
744.422
Petition for support for a dependent adult child
744.441
Powers of guardian upon court approval
744.442
Delegation of authority
744.444
Power of guardian without court approval
744.446
Conflicts of interest
744.447
Petition for authorization to act
744.451
Order
744.454
Guardian forbidden to borrow or purchase
744.457
Conveyance of various property rights by guardians of the property
744.461
Purchasers and lenders protected
744.462
Determination regarding alternatives to guardianship
744.3675
Annual guardianship plan
744.3678
Annual accounting
744.3679
Simplified accounting procedures in certain cases
744.3685
Order requiring guardianship report
744.3701
Confidentiality
744.3715
Petition for interim judicial review
744.3725
Procedure for extraordinary authority
744.3735
Annual appearance of the guardian
744.4431
Guardianship power regarding life-prolonging procedures

Current through Fall 2025

§ 744.363. Initial guardianship plan's source at flsenate​.gov