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Guardianship/Conservatorship Forms
Below you will find the information and supporting forms for filing and reporting, plus other activities that are less common (scroll below for more information).
Completed forms are required for court hearings and reporting. Incomplete forms will cause delays and may result in the need to reschedule your hearing. Please be sure completed documents conform to all state and local rules governing acceptable document format. The court will only accept documents that are “one sided.” Do not file documents with printing on both sides of the paper.
Forms are available in Word and PDF. These forms are not to be modified from the version available. Please type forms or use legible handwriting in blue or black ink, and allow a one-inch margin plus a three-inch header on the first page for each form. No forms (including bench copies or financial audit responses) are accepted via fax or email.
If you have any questions about the forms referenced below, please contact use the About GMP to submit an electronic request or call 509-477-2622.
Please review the 2022 Guardianship Policy: 2022 Guardianship Policy
Do you still have questions after reading all the instructions?
Join Ana for a Zoom Meeting. Email Ana at afortson@spokanecounty.org for details.
Zoom Meetings will discuss the following:
the four annual (yellow highlighted) forms required for every guardianship/conservatorship in Spokane County.
due dates, including dates letters expire.
proper filing instructions.
Filing a New Adult Guardianship / Conservatorship Petition
In order to formally establish the legal relationship of guardianship or conservatorship, the court requires interested parties to follow a petitioning process.
Step 1- Print and read guidance instructions. This document provides a courtesy checklist of the information contained on this website.
Step 2- Complete required forms to File an Adult Guardianship or Conservatorship
| Form # | Form Name | Word | |
|---|---|---|---|
GDN C 101 | Notice of Petition for Guardianship, Conservatorship, or Other Protective Arrangement | Word | |
GDN C 102 | Petition for Guardianship, Conservatorship, and/or a Protective Arrangement | Word | |
GDN C 103 | Order Appointing Court Visitor | ||
| GDN ALL 021 | Motion to Appoint Lawyer | PDF | Word |
| GDN ALL 022 | Order Appointing Lawyer | PDF | Word |
GDN ALL 005 | Notice of Hearing | ||
SPO GDN ALL 007 | Proof of Personal Service (Must be used with GDN C 101 and GDN C 102) |
Step 2b- * Other forms that may be needed, but not required to File an Adult Guardianship or Conservatorship
| Form Number | Form Name | Word | |
|---|---|---|---|
SPO GDN 02.0400 | Court Visitor Statement of qualifications* | ||
| SPO GDN 02.0405 | Court Visitor REGISTRY Statement of qualifications* | Word | |
SPO GDN 02.0606 | Professional Evaluation Report Form* | ||
SPO GDN 02.0700 | Court Visitor Report* | ||
SPO GDN ALL 034 | Motion and Declaration for Instructions* | Word | |
GDN ALL 035 | Order on Motion for Instructions* | ||
GDN ALL 009 | Proof of Service* (Other than Personal Service) | ||
GDN ALL 005 | Notice of Hearing* | ||
SPO GDN ALL 001 | Sealed Cover Sheet/Telephone Numbers - Guardianship and/or Conservatorship Document |
Step 3- Complete required training
- If you are not a certified professional guardian: You must complete online statutory training:
- To access the required training, click on this link to go to the Washington Courts Training Overview. Follow instructions on this page.
- Then fill out, print and sign the "Disclosure of Guardian or Conservator" form provide at the bottom of the Washington Courts Training Overview page (linked above). It's in Word or a fillable PDF. When you sign it, you declare to the court that you have successfully completed the training. You will need to file the Disclosure of Guardian or Conservator in the court file with the Spokane County Clerk’s Office, Room 300.
Step 3b – File documents & pay filing fee
Step 4- Prepare for Hearing
These additional forms should be completed before the hearing and presented to the Court.
| Form Number | Form Name | Word | |
|---|---|---|---|
GDN C 104 | Order Appointing Initial Guardian/Conservator | Word | |
| GDN ALL 002 | Disclosure of Guardian or Conservator (Required) | PDF | Word |
GDN ALL 041 and 042 | Motion and Order Appointing a Successor Guardian / Conservator | ||
SPO GDN 02.0801 | Declaration Pursuant to LSPR 98.19 (certified) | ||
GDN ALL 003 | Acceptance of Appointment - Guardian or Conservator | Word | |
SPO GDN 02.0120 | Notice of Loss of Voting Rights | ||
GDN ALL 008 | Designation of and Consent by In State Resident Agent |
Step 5- Attend Hearing
Action to be completed IMMEDIATELY after Appointment
- Guardianship only: File ACCEPTANCE OF OFFICE if not presented at hearing or done the day of hearing.
- Conservatorship: Obtain Proof of Bond before Letters of Office will be issued (Proof of Bond may take more time; therefore the Letters of Office will follow after Proof of Bond is obtained).
- Letters of OFFICE issued by clerk in room 300 ($5.00 each).
Action needed NO LATER THAN 14 DAYS after Appointment
Per RCW 11.130.315(1) and (2) & RCW 11.130.425 a notice of order of appointment Guardian / Conservator (“Notice of Rights” form below) must be given to the Respondent and any notice parties no later than 14 days after appointment and attach the Order with the Notification of Rights.
Then file a Declaration of Service/Proof of Service to reflect actions taken.
You will want to notify the IRS of your appointment (IRS Form 56 – Notice Concerning Fiduciary Relationship).
| Form # | Form Name | Word | |
|---|---|---|---|
GDN C 105 | Notice (Notification) of Rights | Word | |
GDN ALL 009 | Proof of Service (Other than Personal Service) |
Action needed within 90 days of Appointment
You have 90 days after the Court signed the Order Appointing Guardian of Person and/or Estate to:
- FILE: Conservatorship Inventory (Conservatorship only)
- FILE: Conservator Plan and/or Guardian Plan (same document just fill out appropriate sections)
- FILE: Receipt of Funds in Blocked Account, if ordered (Conservatorship)
Note: Filing instructions are included in the Checklist for Filing a New Adult Guardianship / Conservatorship Petition under Step 1 above.
Per RCW 11.130.340 and RCW 11.130.510, any Inventory and Plan must be given to the Respondent and any notice parties no later than 14 days after filing. The Plan includes a statement for the Respondent to object to the filing of the plan.
- Then file a Declaration of Service/Proof of Service to reflect actions taken.
| Form # | Form Name | Word | |
|---|---|---|---|
GDN R 201 | Conservatorship Inventory | ||
SPO GDN R 202 | Guardian/Conservator's Plan | Word | |
GDN R 203 | Order Approving Guardian/Conservator's Plan | ||
GDN ALL 009 | Proof of Service (Other than Personal Service) | ||
SPO GDN 04.0400 | Declaration of Conservator: Assets Held in Financial Institutions (DCLR) |
Recurring Annual Reports
The Order Establishing a Guardianship or Conservatorship will determine the frequency you are required to file reports to the Court. Please read your Order and report as directed. Also Read Instructions on how to complete your report, file it with the Court, and comply with Notice requirements.
Per RCW 11.130.345 (4) and RCW 11.130.530 (4), any Guardian / Conservator’s Report must be given to the Respondent and any notice parties no later than 14 days after filing. Then file a Declaration of Service/Proof of Service to reflect actions taken.
Annual Report Checklist & Filing Instructions
| Form # | Form Name | Word | |
|---|---|---|---|
GDN ALL 043 and 044 | Motion and Order to Request Notice | ||
SPO GDN R 204 | Guardian/Conservator's Report | Word | |
GDN R 205 | Motion for approval of Guardian’s Conservator’s report | ||
SPO GDN R 206 | Order Approving Guardian/Conservator's Report | ||
GDN ALL 009 | Proof of Service (Other than Personal Service)* |
Highlighted Forms are required on ALL Guardianship/Conservatorships.
For additional filing information/instructions, please see:
"How to Instructions" Annual Reports Under New UGA Law.
*Proof of Service tells the Court how notice was given to the Person (Respondent/Individual) under guardianship/conservatorship and any interested parties of your annual forms. See How to Instructions & Example Form.
Reporting Changes
Within 30 days of a change (e.g. change of address, financial, protection orders, death, etc.), you must file the form.
| Form # | Form Name | Word | |
|---|---|---|---|
GDN R 207 | Notice of Substantial Change in Circumstances | ||
GDN ALL 036 | Motion for a Temporary Substitute Guardian and/or Conservator | ||
GDN ALL 037 | Order re: Temporary Substitute Guardian/Conservator |
The following forms may not required to report changes, but may be useful at this step
| Form # | Form Name | Word | |
|---|---|---|---|
SPO GDN ALL 034 | Motion and Declaration for Instructions | Word | |
GDN ALL 035 | Order on Motion for Instructions | ||
GDN ALL 009 | Proof of Service (Other than Personal Service) | ||
GDN ALL 005 | Notice of Hearing | ||
SPO GDN 02.0400 | Court Visitor Statement of qualifications | ||
SPO GDN 02.0606 | Professional Evaluation Report Form | ||
SPO GDN 02.0700 | Court Visitor Report* |
Receipts & Judgment Summary
These forms provide requests around budget approval, disbursements, receipts and blocked financial accounts.
| Form # | Form Name | Word | |
|---|---|---|---|
GDN ALL 006 | Receipt of Funds into Blocked Financial Account (RCP) | ||
SPO GDN ALL 034 | Motion and Declaration for Instructions | Word | |
GDN ALL 035 | Order on Motion for Instructions | ||
SPO GDN 01.103 | Judgment summary | Word | |
SPO GDN 02.0240 | Cash Receipt Journal | Word | |
SPO GDN 02.0360 | Creditor’s Receipt | Word |
| Form # | Form Name | Word | |
|---|---|---|---|
SPO GDN C 601 | Motion for Order Closing Guardianship and/or Conservatorship and Discharging Guardian and/or Conservator(PTORCG) | Word | |
SPO GDN C 602 | Order Closing Guardianship and/or Conservatorship and Discharging Guardian and/or Conservator/Death of Individual / Capacity Returned (ORTGD, ORTGC) | Word | |
GDN ALL 009 | Proof of Service (Other than Personal Service)* | ||
GDN ALL 005 | Notice of Hearing* | ||
| *not required, but may be useful |
|
|
Transfer to Washington
| Form # | Form Name | Word | |
|---|---|---|---|
GDN T 706 | Provisional Order Granting/Denying Transfer of Guardianship or Conservatorship to Washington (ORGMT, ORDYMT) | ||
GDN T 705 | Petition for Washington to Accept a Guardianship or Conservatorship from a Transferring State (PT) | ||
GDN T 707 | Motion for Final Order Accepting Transfer to Washington | ||
GDN T 708 | Final Order Accepting Transfer to Washington (ORGDNOW, ) |
Transfer from Washington to other state
| Form # | Form Name | Word | |
|---|---|---|---|
GDN T 701 | Petition to Transfer Guardianship from Washington State to the Receiving State (PT) | ||
GDN T 703 | Motion for Final Order Confirming Transfer and Terminating the Washington Guardianship | ||
GDN T 704 | Final Order Confirming Transfer and Terminating Washington Guardianship (ORGDNOW) | ||
GDN T 702 | Provisional Order Granting/Denying Petition to Transfer Guardianship to the Receiving State (ORGMT, ORDYMT) |
Emergency Guardianship Process
Guardianship Court Visitor and Attorney List
| Form # | Form Name | Word | |
|---|---|---|---|
| GDN E 301 | Emergency Guardianship/Conservatorship Petition | Word | |
| GDN E 302 | Order Appointing Immediate Emergency Guardian | Word | |
| GDN E 303 | Order Appointing Emergency Full or Limited Guardian/Conservator | Word | |
| GDN E 304 | Emergency Guardian/Conservator's Report and Motion to Close or Extend | Word | |
| GDN E 305 | Order re: Emergency Guardianship or Conservatorship (Close or Extend) | Word | |
| GDN ALL 021 | Motion to Appoint Lawyer | Word | |
| GDN ALL 022 | Order Appointing Lawyer | Word | |
| GDN C 103 | Order Appointing Court Visitor | Word |