Adult Guardianship

Guardianship Annual Report Review Division

(GARRD)

Monthly Meetings for Court Clerks 2nd Tuesday of every month over the lunch hour

2025

No meetings held January – April to accommodate SOP working group

January 2025 – No Session

February 2025 – No Session

March 2025 – No Session

April 2025 – No Session

May 13, 2025 – Bill of Rights

June 10, 2025 – Postponed until July 2025 meeting

July 8, 2025 – SOP Revisions

August 15, 2025 – Terminating a Conservatorship

2024

No meetings held October – December to accommodate SOP working group

January 9, 2024 – Review of PQ Data

Agenda

GARRD Year-End Data

Video

February 2024 – No Session Held

March 12, 2024 – Data Quality Review Reports for Judges

Agenda

Video

April 9, 2024 – Data Quality Reports (Overdue Annual Reports)

Agenda

Video

May 14, 2024 – PQ Time Standards

DQ-PQ ECR Quick Guide

Agenda

June 11, 2024 – Closing Guardianship Cases

July 2024 – No Session

August 20, 2024 – Post-Adjudication Checklist

Agenda

Post-Adjudication Checklist PDF

Review of Guardian’s Annual Report

Video

September 10, 2024 DQ-PQ Training

Agenda

Video

October 2024 – No Session

November 2024 – No Session

December 2024 – No Session

2023

February 14, 2023 – Introduction to GARRD

Agenda

Lunchtime Learning Agenda, February 14, 2023

What is GARRD?

February 14, 2023

GARRD Review Process

February 9, 2023

Video Introduction to GARRD

March 14, 2023 – New Temporary Guardianship/Conservatorship Process

Agenda

Temporary Guardianship/Conservatorship SOP

March 14, 2023

Temporary Guardianship/Conservatorship Event Code Quick Guide

March 14, 2023

Temporary Guardianship/Conservatorship Flow Chart

March 13, 2023

Video – Temporary Guardianship/Conservatorship Process

April 11, 2023 – Review Temporary Guardianship/Conservatorship Process

Agenda

Video – Temp G-C Review and Discussion

May 9, 2023 – Processing Confidential Filing of Financial Statements attached to a Guardian and/or Conservator’s Annual Report

Agenda

Video – Processing Confidential Filing of Financial Statements

Quick Guide

Revised Processing Confidential Financial Statements Quick Guide, Approved May 18, 2023

Confidential Information Cover Sheet

June 13, 2023 – New CLS/NCJ Termination of G/C Event Codes

Agenda

New Docket Codes with Usage Notes

Video – New Event Codes Discussion

July 11, 2023 – Access to Documents

Agenda

Video – Access to Court Documents

Funnel Chart – Access to Court Documents

July 11, 2023

Providing Access to PQ Documents

August 8, 2023 – Polls / Q&A

Agenda

Video

September 12, 2023 – Grievances

Agenda

Video

Guardianship & Conservatorship Bilingual Forms Guidelines and Procedures – document

Grievance Form 4-999.1 English

October 10, 2023 – Guardianship/Conservatorship Process Review

Agenda

Guardianship/Conservatorship Process – video

Guardianship/Conservatorship Process Flowchart with Event Codes

November 14, 2023 – Post Adjudication Checklist

Agenda

Post Adjudication Checklist

Post Adjudication Checklist – video

PQ Pointers for Judges

Recorded Sessions & Materials

PQ Pointers for Judges

Bill of Rights & Data Quality Reports (May 6, 2025)

Enterprise Custom Reports (ECRs) – Pre and Post Adjudication Reports for Judges (June 17, 2025)

Transfer Cases (July 1, 2025)

Terminating a Conservatorship (August 5, 2025)

Office of Guardianship (September 2, 2025)

Death of the Protected Person, Guardian, or Conservator (October 7, 2025)

November – No Session

Temporary Guardianship & Conservatorship (December 2, 2025)

Updates: Appellate Case, GARRD Reviews, and Rule 1-145 and Form 4-998.1 (January 6, 2026)

Guardianship Annual Report Review Division

(GARRD)

Monthly Meetings for Court Clerks 2nd Tuesday of every month over the lunch hour

2025

No meetings held January – April to accommodate SOP working group

2024

No meetings held October – December to accommodate SOP working group

2023

PQ Pointers for Judges

Recorded Sessions & Materials

PQ Pointers for Judges

Bill of Rights – approved by Supreme Court (2025)

Guardianship 101 – A Legal Overview of the Adult Guardianship Process

Video – (Originally presented on September 28, 2023)

Statewide Resource List

Resource List for SRLs in PQ cases