Annual Guardianship Plan (Estate) {27.8}

PROBATE COURT OF LUCAS COUNTY, OHIO JACK R. PUFFENBERGER, JUDGE GUARDIANSHIP OF _______________________________________________________________ CASE NO. ____________________ ANNUAL GUARDIANSHIP PLAN - ESTATE [Sup.R. 66.08 (G)] [Attach as addendum to Form 17.7-Guardian's Report ] I am the guardian of the estate for the above-named ward. I have identified the following goal(s) for the next year and how I intend the goal(s) to be met. For the Estate Goal ­ (for example: obtain representative payee; enroll in Medicaid; establish Special Needs Trust; improve money handling skills) ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ Means to Meet the Goal ­ (for example: contact Social Security; contact Job and Family Services/Attorney re exempt assets/eligibility; secure supporting documentation; schedule skills training, etc.) ________________________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________ [Attach additional pages if necessary] ______________________________________ Guardian's Printed Name ______________________________________ Street ______________________________________ City State Zip Code _____________________________________ Guardian's Signature _____________________________________ Telephone Number (include area code) FORM 27.8 ­ ANNUAL GUARDIANSHIP PLAN - ESTATE Effective Date: March 1, 2017 American LegalNet, Inc. www.FormsWorkFlow.com