Cross-State Guardianship Compliance Checklist
1. Identification & Parties
Guardian Name:
Ward Name:
Originating State:
Receiving State:
Date:
2. Preliminary Requirements
Verify current guardianship order is valid and in force
Review Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act (UAGPPJA) status in both states
Gather certified copies of guardianship documents
3. Compliance Steps
Notify the originating court and request consent for transfer
Submit petition for transfer or registration to the receiving state court
Provide receiving state with all required legal documents
Fulfill any bond or reporting requirements in the new state
Attend hearings in the new state as necessary
Obtain final approval/order from the receiving state court
4. Notifications & Follow-up
Inform all interested parties and professionals of the guardianship transfer
Update financial institutions and care providers with new legal documents
Maintain records of communications and court orders
5. Additional Notes