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LSPR 98.06
GUARDIANSHIP OF ESTATE REPORTS

​When a guardian for the estate of an incapacitated person whose liquid assets exceed $10,000.00 files a periodic report, in addition to providing the financial information required by statute, the guardian shall attach supporting documentation to the accounting. At a minimum, the supporting documentation shall include monthly bank statements for at least the first and last month of the reporting period, or, if the guardian of the estate is a bank or trust company, it may file a statement of account instead of monthly bank statements. The court retains discretion to require additional supporting information from the guardian, or to waive this requirement for an individual report or, through a court order, future reports.

[Adopted effective September 1, 2017.]