Initial guardianship plan

A. Initial guardianship plan in general. The proposed guardian may file an initial guardianship plan not later than 60 days after the date of appointment as general or special guardian of the person, estate, or person and estate or, if necessary, upon such further time as the court may allow. B. Guardian of the person. The initial guardianship plan shall set forth objectives for meeting the goals, needs, and preferences of the person, and may: 1. Emphasize a person-centered philosophy; 2. Address the residential setting or facility best suited for the needs of the person and, if applicable, the place or proposed place of residence; 3. Address medical, psychiatric, social, vocational, educational, training, and recreational goals, needs, and preferences of the person; and 4. Address, to the extent known or discoverable, whether the person’s finances and budget are sufficient or flexible to meet the person’s known and reasonably anticipated needs. C. Guardian of the estate. The initial guardianship plan shall set forth a financial plan and budget for the management of income and assets that corresponds with the care plan for the person and addresses the goals, needs, and preferences of the person, and may: 1. Emphasize a person-centered philosophy; 2. Maintain the goal of prudently managing, but not necessarily eliminating, risks; 3. Address available assets and income; 4. Address known and reasonably anticipated expenses; and 5. Address public and insurance benefits for which the person is eligible. D. Attestation. The initial guardianship plan shall contain an attestation that the proposed guardian or guardian has consulted with the person to the extent possible and has considered the person’s wishes consistent with the rights retained by the person under guardianship and the provisions of the initial guardianship plan. [Added; effective October 10, 2018; amended; effective December 9, 2019.]