19th Cir. — Judge Steven J Levin: Guardianship Annual Audit Checklist

Source of truth

HAS A LIST OF ASSETS ON HAND AT CLOSE OF ACCOUNTING PERIOD BEEN PROVIDED WITH THE ANNUAL ACCOUNTING? HAVE BANK STATEMENTS OR OTHER DOCUMENTARY EVIDENCE OF ALL OF THE WARD= S CASH ASSETS BEEN PROVIDED? DO THE BANK STATEMENTS OR OTHER DOCUMENTARY EVIDENCE COVER THE APPLICABLE TIME PERIOD? (LETTERS OF GUARDIANSHIP DATE FOR THE INITIAL INVENTORY; ENDING OF PERIOD DATE FOR THE ANNUAL ACCOUNTING).

Official source: 19th Circuit — Administrative Orders (circuit19.org)
Source health: Healthy · checked September 7, 2026
Effective date: —
Last verified: July 24, 2026benchpath-completeness-2026-07-24

Reviewer note: Document sha256: 3d5f129c9714f2f5816052921c0a5ec00f2731d034467af5f8e6fa8eb9dc731b. One rule per order rather than per topic, so an order's requirements stay together. Published during the completeness pass. | Title normalised 2026-07-26 for readability; the court's own asset name was "19th Cir. — judge-steven-j-levin__Guardianship-Annual-Audit-Checklist-1.pdf: published requirements". Only the display title changed — the requirement text, source URL and hash are untouched.

Probate — Elective Share Trust Litigation Probate — Will Contest Probate — Summary Administration Guardianship — Guardian Appointment Probate — Creditor Claims Probate — Formal Administration Minor Guardianship Emergency Temporary Guardianship Probate — Ancillary Administration Guardianship — Incapacity Determination Baker Act / Marchman Act

Change history

August 5, 2026Monitor: content changed at 19th Circuit — Administrative Orders (circuit19.org). Review before republishing dependent rules.
August 4, 2026Monitor: content changed at 19th Circuit — Administrative Orders (circuit19.org). Review before republishing dependent rules.
August 3, 2026Monitor: content changed at 19th Circuit — Administrative Orders (circuit19.org). Review before republishing dependent rules.
July 28, 2026Monitor: content changed at 19th Circuit — Administrative Orders (circuit19.org). Review before republishing dependent rules.
July 27, 2026Monitor: content changed at 19th Circuit — Administrative Orders (circuit19.org). Review before republishing dependent rules.
July 26, 2026Monitor: content changed at 19th Circuit — Administrative Orders (circuit19.org). Review before republishing dependent rules.
July 25, 2026Monitor: content changed at 19th Circuit — Administrative Orders (circuit19.org). Review before republishing dependent rules.

19th Cir. — Judge Steven J Levin: Guardianship Annual Audit Checklist

Summary

Applies to

Requirement

Source of truth

Change history

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