Guardianship Proceeding Checklist — Person and/or Property
Checklist and information sheet for guardianship of person and/or property proceedings.
Person and property guardianship requires more documentation.
When you're petitioning to manage both the child and their assets, the court needs additional financial documentation. This checklist helps — and our team can help fill in the gaps.
When do you need this form?
Before filing a G-2B guardianship petition.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
Not sure how to fill out this form?
Our team walks families through the entire process — from paperwork to filing with the court.
(516) 703-6942Other guardianship forms
Petition for Appointment of Guardian of Property
A child inherited money or property and needs a legal guardian to manage it. This form asks the court to appoint you as that guardian.
G-2APetition for Appointment of Guardian of Person Only
When a child needs a legal guardian for custody and care — but not for property. This form asks the court to appoint you as guardian of the child's person.
17-AArticle 17-A Guardianship Petition (Intellectually Disabled)
For appointing a guardian over a person with intellectual or developmental disabilities who is over 18. Covers guardianship of the person, property, or both.
OCFS-3909Background Check Authorization (Guardianship)
Before the court appoints anyone as a guardian, it requires a background check. This form gives permission to run that check. Required with every guardianship petition.
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Selling inherited property involves court filings, tax clearances, and title issues that most agents don't understand. Keystone Pinnacle specializes in exactly this.
Get a free consultation — we'll walk you through the process, the timeline, and what documents you need.
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