Fla. Stat. 744.3675
Annual guardianship plan


(1)

Each plan for an adult ward must, if applicable, include:Information concerning the residence of the ward, including:
The ward’s address at the time of filing the plan.
The name and address of each place where the ward was maintained during the preceding year.
The length of stay of the ward at each place.
A statement of whether the current residential setting is best suited for the current needs of the ward.
Plans for ensuring during the coming year that the ward is in the best residential setting to meet his or her needs.
Information concerning the medical and mental health conditions and treatment and rehabilitation needs of the ward, including:
A résumé of any professional medical treatment given to the ward during the preceding year.
The report of a physician or an advanced practice registered nurse registered under s. 464.0123 who examined the ward no more than 90 days before the beginning of the applicable reporting period. If the guardian has requested a physician to complete the examination and prepare the report and the physician has delegated that responsibility, the examination may be performed and the report may be prepared and signed by a physician assistant acting pursuant to s. 458.347(4)(h) or s. 459.022(4)(g), or by an advanced practice registered nurse acting pursuant to s. 464.012(3). The report must contain an evaluation of the ward’s condition and a statement of the current level of capacity of the ward.
The plan for providing medical, mental health, and rehabilitative services in the coming year.
Information concerning the social condition of the ward, including:
The social and personal services currently used by the ward.
The social skills of the ward, including a statement of how well the ward communicates and maintains interpersonal relationships.
The social needs of the ward.
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For each item listed under subparagraph 1., the plan must state whether the order or directive has been revoked, modified, or suspended by the court.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)

Information concerning the residence of the ward, including:The ward’s address at the time of filing the plan.The name and address of each place where the ward was maintained during the preceding year.The length of stay of the ward at each place.A statement of whether the current residential setting is best suited for the current needs of the ward.Plans for ensuring during the coming year that the ward is in the best residential setting to meet his or her needs.
1. The ward’s address at the time of filing the plan.
2. The name and address of each place where the ward was maintained during the preceding year.
3. The length of stay of the ward at each place.
4. A statement of whether the current residential setting is best suited for the current needs of the ward.
5. Plans for ensuring during the coming year that the ward is in the best residential setting to meet his or her needs.

(b)

Information concerning the medical and mental health conditions and treatment and rehabilitation needs of the ward, including:A résumé of any professional medical treatment given to the ward during the preceding year.The report of a physician or an advanced practice registered nurse registered under s. 464.0123 who examined the ward no more than 90 days before the beginning of the applicable reporting period. If the guardian has requested a physician to complete the examination and prepare the report and the physician has delegated that responsibility, the examination may be performed and the report may be prepared and signed by a physician assistant acting pursuant to s. 458.347(4)(h) or s. 459.022(4)(g), or by an advanced practice registered nurse acting pursuant to s. 464.012(3). The report must contain an evaluation of the ward’s condition and a statement of the current level of capacity of the ward.The plan for providing medical, mental health, and rehabilitative services in the coming year.
1. A résumé of any professional medical treatment given to the ward during the preceding year.
2. The report of a physician or an advanced practice registered nurse registered under s. 464.0123 who examined the ward no more than 90 days before the beginning of the applicable reporting period. If the guardian has requested a physician to complete the examination and prepare the report and the physician has delegated that responsibility, the examination may be performed and the report may be prepared and signed by a physician assistant acting pursuant to s. 458.347(4)(h) or s. 459.022(4)(g), or by an advanced practice registered nurse acting pursuant to s. 464.012(3). The report must contain an evaluation of the ward’s condition and a statement of the current level of capacity of the ward.
3. The plan for providing medical, mental health, and rehabilitative services in the coming year.

(c)

Information concerning the social condition of the ward, including:The social and personal services currently used by the ward.The social skills of the ward, including a statement of how well the ward communicates and maintains interpersonal relationships.The social needs of the ward.
1. The social and personal services currently used by the ward.
2. The social skills of the ward, including a statement of how well the ward communicates and maintains interpersonal relationships.
3. The social needs of the ward.

(d)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.
(d)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.

(e)

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

(2)

Each plan filed by the legal guardian of a minor must include:Information concerning the residence of the minor, including:
The minor’s address at the time of filing the plan.
The name and address of each place the minor lived during the preceding year.
Information concerning the medical and mental health conditions and treatment and rehabilitation needs of the minor, including:
A résumé of any professional medical treatment given to the minor during the preceding year.
A report from the physician who examined the minor no more than 180 days before the beginning of the applicable reporting period that contains an evaluation of the minor’s physical and mental conditions.
The plan for providing medical services in the coming year.
Information concerning the education of the minor, including:
A summary of the school progress report.
The social development of the minor, including a statement of how well the minor communicates and maintains interpersonal relationships.
The social needs of the minor.

(a)

Information concerning the residence of the minor, including:The minor’s address at the time of filing the plan.The name and address of each place the minor lived during the preceding year.
1. The minor’s address at the time of filing the plan.
2. The name and address of each place the minor lived during the preceding year.

(b)

Information concerning the medical and mental health conditions and treatment and rehabilitation needs of the minor, including:A résumé of any professional medical treatment given to the minor during the preceding year.A report from the physician who examined the minor no more than 180 days before the beginning of the applicable reporting period that contains an evaluation of the minor’s physical and mental conditions.The plan for providing medical services in the coming year.
1. A résumé of any professional medical treatment given to the minor during the preceding year.
2. A report from the physician who examined the minor no more than 180 days before the beginning of the applicable reporting period that contains an evaluation of the minor’s physical and mental conditions.
3. The plan for providing medical services in the coming year.

(c)

Information concerning the education of the minor, including:A summary of the school progress report.The social development of the minor, including a statement of how well the minor communicates and maintains interpersonal relationships.The social needs of the minor.
1. A summary of the school progress report.
2. The social development of the minor, including a statement of how well the minor communicates and maintains interpersonal relationships.
3. The social needs of the minor.

(3)

Each plan for an adult ward must address the issue of restoration of rights to the ward and include:A summary of activities during the preceding year that were designed to enhance the capacity of the ward.A statement of whether the ward can have any rights restored.A statement of whether restoration of any rights will be sought.

(a)

A summary of activities during the preceding year that were designed to enhance the capacity of the ward.

(b)

A statement of whether the ward can have any rights restored.

(c)

A statement of whether restoration of any rights will be sought.

(4)

The court, in its discretion, may require reexamination of the ward by a physician at any time.

Source: Section 744.3675 — Annual guardianship plan, https://www.­flsenate.­gov/Laws/Statutes/2024/0744.­3675 (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

§ 744.3675. Annual guardianship plan's source at flsenate​.gov