[WSBAPT] New Guardianship Forms?

Mark Vohr mcv at ohanafc.com
Thu Feb 25 13:09:09 PST 2021


The new forms for minor guardianship/conservatorship are finalized and published.  That part of the new law is in effect.  The forms committee, on which I am one of the serving members, is still in the process of working on the adult guardianship/conservatorship forms which, hopefully, will be completed by late summer, fall.  September, I believe, is the target date.

It would not be necessary or even appropriate to use the new adult forms for reports that do not cover a reporting period ending 1/1/2022 and thereafter.  From 1/1/2022 – one should expect to have to comply with the new reporting requirements and the published forms will be able to guide one in that direction.

Regards,

Mark

Mark C. Vohr, Esq.
Ohana Fiduciary Corp.
Ohana Financial Services
A Washington Trust Company
Mark C. Vohr, J.D., CPG, Principal
PO Box 33710  Seattle, WA  98133
T:  (206) 782-1189 F:  (206) 782-1434
mcv at ohanafc.com      www.ohanafc.com

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Steve King
Sent: Thursday, February 25, 2021 12:52 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] New Guardianship Forms?

I’m still using the old forms and the court hasn’t had an issue.

Stephen R. King
steve at talislawfirm.com<mailto:steve at talislawfirm.com>

Talis Law PLLC
915 118 Avenue SE, Suite 360
Bellevue, WA 98005
Phone: (425) 943-9968
Fax: (425) 777-2097
talislawfirm.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__talislawfirm.com_&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=mnoSHbOQmU8bO6wTDe3jHSG9z2Ug2ndNuRQXL0Px10E&s=zQUvjQSSRVOEpmXUcn6R2idLZ0VTwbjt114qVKKVKpM&e=>

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Josh Grant
Sent: Thursday, February 25, 2021 12:18 PM
To: wsbar trust <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] New Guardianship Forms?

I have a couple of a guardianship where we are at the reporting date.  I see that most of them new guardianship act doesn’t go into effect until 1/2022.  I also see that the forms haven’t been updated on the AOC page.  I assume everyone is using the old forms and not changing for another year?
Joshua F. Grant
[advocates]
P. O. Box 619
Wilbur, WA 99185
509 647 5578
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