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3rd Floor Annex
Spokane, WA 99260
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Guardianship and Trust Forms

Superior Court Judges approved one new local rule and amended one local rule, effective 11/25/13, and two forms:
The call-in ready phone number is: (509) 477-3886, two days prior to the hearing by 12:00 noon.
 
MUST READ NOTICE: The most recent session of Washington State Legislature has amended the Guardianship Statutes RCW 11.88 & 11.92. The guardian forms have been updated effective 7/22/11. Please use the updated forms below.  For more information please go to:  http://www.spokanecounty.org/SuperiorCourt/content.aspx?c=1081
::NOTICE:: The Guardianship and Trust forms have been revised and renumbered effective 3/16/09, to include the new Washington Pattern Model Forms. The Court WILL NOT ACCEPT the following Washington Pattern Forms:

Order Appointing Guardian of Person/Estate WPF GDN 04.0100
Guardian's Report and Accounting & Order Approving WPF GDN 05.0300 & 05.0400
Order Approving Personal Care Plan WPF GDN 05.0600
Substitute local forms are found below.

Instructions for Filing Reports
Form # Form Title
00 Instructions for Filing Care Plans (for guardian of person only)
(SPO GDN 00.0000)
pdf
00 Instructions for Filing Guardianship Documents
(SPO GDN 00.0000)
pdf
00 Restricted Access Document Information
(SPO GDN 00.0000)
pdf

 


Sealed Document Cover Sheets
Form # Form Title
S2 Sealed Confidential Information Form
(WPF GDN 03.0100)
pdf doc
S1 Sealed Confidential Document Cover Sheet
(WPF GDN 03.0200)
pdf doc
S3 Sealed Confidential Information Form for a Minor
(SPO GDN 03.0300)
pdf doc

 


PACKET 1 :
Forms for Guardian Appointment Process and Initial Guardian Activities

Forms for Guardian Appointment Process
Form # Form Title
01 Petition for Guardianship of Person and/or Estate
(SPO GDN 02.0100)
pdf doc
02 Notice of Guardianship Petition
(SPO GDN 02.0200)
pdf doc
03 Order Appointing Guardian Ad Litem and Notice of Hearing
(SPO GDN 02.0300)
pdf doc
04 Guardian Ad Litem's Statement of Qualifications
(SPO GDN 02.0400)
pdf doc
05A Verified Petition to Appoint Attorney for Alleged Incapacitated Person
(SPO GDN 02.0505)
pdf doc
05B Findings and Order Appointing Attorney for Alleged Incapacitated Person
(SPO GDN 02.0506)
pdf doc
06 Medical/Psychological Report
(SPO GDN 02.0606)
pdf doc
07 Guardian Ad Litem Report
(SPO GDN 02.0700)
pdf doc
07A Guardian Ad Litem Report Public Document Summary
(SPO GDN 02.0701)
pdf doc
  Guardian Ad Litem Interim Report
(SPO GDN 02.0702)
pdf doc
  Declaration of GAL pdf doc
  Motion to Exceed Authorized Hours for Guardian Ad Litem Investigation pdf doc
  Order Authorizing Additional Hours  pdf doc
08 Declaration of Proposed Guardian (certified)
(SPO GDN 02.0800)
pdf doc
09 Declaration of Proposed Guardian (non-certified)
(SPO GDN 02.0900)
pdf doc
10 Order Appointing Limited Guardian of Person/Full Guardian of Person and/or Limited Guardian of Estate/Full Guardian of Estate
(SPO GDN 02.0101)
pdf doc
10A Order Appointing Successor Limited Guardian of Person/Full Guardian of Person and/or Limited Guardian of Estate/Full Guardian of Estate
(SPO GDN 02.0102)
pdf doc
10B Judgment Summary pdf doc 
11 Declaration of Service
(SPO GDN 02.0110)
pdf doc
12 Notice of Loss of Voting Rights
(SPO GDN 02.0120)
pdf doc
59A Petition to Waive or Extend Time for Guardian Training
(SPO GDN 0590)
pdf doc
59B Order to Waive or Extend Time for Guardian Training
(SPO GDN 0591)
pdf doc

 

Forms for Initial Guardian Activities
Form # Form Title
20 Oath of Guardian
(WPF GDN 04.0200)
pdf doc
20A Designation of and Consent by In-State (Resident) Agent
(WPF GDN 04.0300)
pdf doc
21 Guardianship Inventory
(WPF GDN 04.0500)
pdf doc
22 Initial Personal Care Plan
(WPF GDN 04.0700)
pdf doc
23 Designation of Standby Guardian
(WPF GDN 04.0350)
pdf doc
25 Notice of Right to Request Special Notice
(WPF GDN 04.0800)
pdf doc
27 Declaration of Guardian: Assets Held in Financial Institutions
(WPF GDN 04.0400)
pdf doc
28 Notice Concerning Fiduciary Relationship and Instructions
(SPO GDN 02.0280)
pdf  
33A Petition for Approval of Budget, Disburse, & Initial Personal Care Plan
(WPF GDN 05.0100)
pdf doc
33B Order Approving Budget, Disburse, & Initial Personal Care Plan
(WPF GDN 05.0500)
pdf doc
33C Order Approving Personal Care Plan [ ] Initial [ ] Periodic
(SPO GDN 02.0330)
pdf doc
37 Receipt of Funds into Blocked Account
(WPF GDN 04.0600)
pdf doc

 


PACKET 2 : Forms for Annual Reports

Forms for Annual Reports
Form # Form Title
22A Periodic Personal Care Plan
(WPF GDN 05.0700)
pdf doc
24 Cash Receipt Journal
(SPO GDN 02.0240)
pdf doc
29A Guardian's Report, Accounting, and Proposed Budget
(SPO GDN 02.0290)
pdf doc
29A1 Guardian's Report, Accounting Form #1 Gen Purpose for Non-Professional Guardians
(SPO GDN 02.0291)
pdf doc
29A2 Guardian's Report, Accounting Form #2 Short Form (Estates less than $80,000)
(SPO GDN 02.0292)
pdf doc
29A3 Guardian's Report, Accounting Form #3 Professional Guardians (Estates $80,000+)
(SPO GDN 02.0293)
pdf doc
29B Order Approving Guardian's Report, Accounting, & Budget
(SPO GDN 02.0294)
pdf doc
30 Notice of Hearing and Declaration of Mailing
(WPF GDN 05.0200)
pdf doc
33A Petition for Approval of Budget, Disbursements, & Initial Personal Care Plan
(WPF GDN 05.0100)
pdf doc
33B Order Approving Budget, Disbursements, & Initial Personal Care Plan
(WPF GDN 05.0500)
pdf doc
33C Order Approving Personal Care Plan [ ] Initial [ ] Periodic
(SPO GDN 02.0330)
pdf doc
59A Petition to Waive or Extend Time for Guardian Training
(SPO GDN 0590)
pdf doc
59B Order to Waive or Extend Time for Guardian Training
(SPO GDN 0591)
pdf doc

 


PACKET 3 : Forms for Sale of Personal and Real Property

Forms for Sale of Personal and Real Property
Form # Form Title
53A Petition for Sale of Personal Property
(SPO GDN 02.0530)
pdf doc
53B Order for Sale of Personal Property
(SPO GDN 02.0531)
pdf doc
54A Petition for Order Authorizing Sale of Real Property
(SPO GDN 02.0540)
pdf doc
54B Order Authorizing Sale of Real Property Subject to Court Confirmation
(SPO GDN 02.0541)
pdf doc
55A Petition for Order Directing Sale of Real Property
(SPO GDN 02.0550)
pdf doc
55B Order Directing Sale of Real Property
(SPO GDN 02.0551)
pdf doc
55C Notice of Sale of Real Estate
(SPO GDN 02.0552)
pdf doc
55D Return on Sale of Real Property
(SPO GDN 02.0553)
pdf doc
56 Order Confirming Sale of Real Property
(SPO GDN 02.0560)
pdf doc

 


PACKET 4 : Forms for Closing a Guardianship

Forms for Closing a Guardianship
Form # Form Title
00 Instructions for Settling Final Account - Minor pdf  
00 Instructions for Settling Final Account - Death pdf  
00 Instructions for Settling Final Account - Successor Guardian Appointment pdf  
58A Notice of Guardian's Intent to Resign, Petition to Appoint Successor Guardian, Notice of Hearing and Declaration of Mailing
(SPO GDN 02.0640)
pdf doc
60 Notice of Death of Incapacitated Person
(WPF GDN 06.0300)
pdf doc
60A Order Setting Hearing on Petition to Settle Final Account
(SPO GDN 02.0600)
pdf doc
61A Petition for Order Approving Guardian's Activities and Final Report
(WPF GDN 06.0600)
pdf doc
61B Order Approving Guardian's Final Report
(WPF GDN 06.0700)
pdf doc
62A Petition for Order Closing Guardianship and Discharging Guardian
(WPF GDN 06.0800)
pdf doc
62B Order Closing Guardianship and Discharging Guardian
(WPF GDN 06.0900)
pdf doc
62C Order Discharging Guardian of the Person
(SPO GDN 02.0620)
pdf doc
63A Declaration of Completion of Guardianship of Minor
(WPF GDN 06.0100)
pdf doc
63B Notice of Filing of Declaration of Completion
(WPF GDN 06.0200)
pdf doc
63C Declaration of Mailing - Minor
(SPO GDN 02.0630)
pdf doc

 


PACKET 5 : Miscellaneous Guardian Forms

Miscellaneous Guardian Forms
Form # Form Title
26 Request for Special Notice of Proceedings
(SPO GDN 02.0260)
pdf doc
32 Notice of Change of Address
(SPO GDN 02.0320)
pdf doc
34 Notice of Change in Circumstances
(SPO GDN 02.0340)
pdf doc
35 Receipt for Payment of Attorney's Fees
(SPO GDN 02.0350)
pdf doc
36 Creditor's Receipt
(SPO GDN 02.0360)
pdf doc
50A Petition for Instructions
(SPO GDN 02.0500)
pdf doc
50B Order on Petition for Instructions
(SPO GDN 02.0501)
pdf doc
51A Petition for Order Extending Time
(SPO GDN 02.0510)
pdf doc
51B Order on Petition for Extending Time
(SPO GDN 02.0511)
pdf doc
52A Petition for Order Continuing Hearing
(SPO GDN 02.0520)
pdf doc
52B Order for Continuing Hearing
(SPO GDN 02.0521)
pdf doc
57A Petition and Declaration for Withdrawal from Blocked Financial Account
(SPO GDN 02.0570)
pdf doc
57B Order for Withdrawal from Blocked Account
(SPO GDN 02.0571)
pdf doc

 


PACKET 6 : Transferring Guardianship/Conservatorship to Washington RCW 11.90.410

Transferring Guardianship/Conservatorship to Washington
Form # Form Title
00 Instructions for Transferring Guardianship/Conservatorship to Washington pdf  
11 Declaration of Service
(SPO GDN 02.0110)
pdf  
13 Petition to Accept Transfer of Guardianship/Conservatorship
(SPO GDN 02.0130)
pdf doc
14 Notice of Hearing on Petition for Transfer of Guardianship/Conservatorship
(SPO GDN 02.0140)
pdf doc
15 Provisional Order Accepting/Denying Transfer of Guardianship/Conservatorship
(SPO GDN 02.0150)
pdf doc
16 Final Order Accepting Transfer & Appointing Guardian
(SPO GDN 02.0160)
pdf doc

 


PACKET 7 : Transferring Washington Guardianship to Other State RCW 11.90.400

Transferring Washington Guardianship to Other State
Form # Form Title
00 Instructions for Transferring Washington Guardianship to Other State pdf  
11 Declaration of Service
(SPO GDN 02.0110)
pdf doc
14 Notice of Hearing on Petition for Transfer of Guardianship/Conservatorship
(SPO GDN 02.0140)
pdf doc
17 Petition to Transfer Guardianship to Other State
(SPO GDN 02.0170)
pdf doc
18 Provisional Order Granting/Denying Petition to Transfer to Other State
(SPO GDN 02.0180)
pdf doc
19 Final Order Confirming Transfer & Terminating Washington Guardianship
(SPO GDN 02.0190)
pdf doc

 

 

Filing A Guardian Complaint

Form Title
1188 Guardian Complaint Protocol pdf  
Complaint Against a Guardian Form pdf doc

 


Trust Court Forms

Trust Court Forms
Form # Form Title
00 Instructions for Filing Trustee's Report and Accounting
(SPO TRU 00.0000)
pdf  
100 Order Establishing Trust
(SPO TRU 02.0100)
pdf doc
101 Order Approving Trustee's Report
(SPO TRU 02.0101)
pdf doc
102 Trustee's Accounting & Proposed Budget
(SPO TRU 02.0102)
pdf doc
103 Order Appointing Independent Trust Counsel
(SPO TRU 02.0103)
pdf doc
104 Statement of Need and Projected Disbursements
(SPO TRU 02.0104)
pdf doc
105 Order Setting Hearing on Petition to Settle Final Trust Account
(SPO TRU 02.0105)
pdf doc

 


Mandatory Guardian Training

Guardianship Monitoring Program VideoIf you had difficulty viewing the provided Instructions for Guardians DVD or need a refresher please view the In-Person Guardian Training Video

Mandatory Guardian Training
Form Title
Mandatory Guardian Training Notice pdf
Mandatory Guardian Training LSPR 98.24 pdf
Mandatory Guardian Training Schedule pdf
Mandatory Guardian Training Registration pdf
Mandatory Guardian Training Waiver pdf

 

Sample Guardianship Forms

Form Title
Sample Confidential Cover Sheets pdf
Sample Initial Forms pdf
Sample Annual Forms pdf
Sample Miscellaneous Forms pdf
Sample Closing Forms pdf