Florida Professional Guardianship
EXAM STUDY GUIDE 2026/2027
COMPLETE QUESTIONS WITH
VERIFIED CORRECT ANSWERS ||
100% GUARANTEED PASS
<NEWEST VERSION>
1. Parents patriae is a Latin term that translates to - ANSWER ✔ King as father
parents of the country
2. The concept of Prince Porte has given rise to the States authority to
intervene in an individual's life in order to protect the person from harming
himself or others in the following ways - ANSWER ✔ Guardianship or
conservatorship. Baker act. Protective services for children or adults.
Involuntary treatment for substance abuse or mental illness.
3. Who can amend or change the laws governing guardianship. - ANSWER ✔
The Florida legislature
4. What court may impose its own rules and policies in addition to state law. -
ANSWER ✔ Each judicial circuit
5. Florida statute 744 - ANSWER ✔ Florida statute 744 are where the Florida
guardianship laws are found
,6. Roles that are not appropriate for a guardian to fill are - ANSWER ✔
Therapist reformer surrogate family caregiver companion warden
7. Define Plenary guardianship - ANSWER ✔ Plenary guardianship means that
all delegable rights have been removed
8. The guardian has four major roles. What are they - ANSWER ✔ Surrogate
decision maker, advocate for the ward, administrator and monitor services,
and financial planner /asset manager
9. A proposed ward must be Mentally competent and wants a guardian. These
are two major requirements to establish what type of guardianship. -
ANSWER ✔ Voluntary guardianship
10.Certified letters of guardianship are needed when - ANSWER ✔ Open bank
accounts, close bank accounts, enter the word safety deposit box, complete
sale of assets or securities, open investment accounts, department of motor
vehicles to locate autos mobile homes boats registered in the wards name,
designate a CPA as a POA representative in dealing with the IRS.
11.A guardian must determine the legitimacy of any debts of the ward may
have incurred before the guardianship. - ANSWER ✔ True
12.What does the prudent investor rule state? - ANSWER ✔ The prudent
investor rule states that at the fiduciary should diversify the portfolio and
concentrate on oversight of the management by the financial advisor.
,13.The veterans administration may initiate a guardianship for the veteran or
their dependent receiving VA benefits if there is a danger of loss or a need to
receive or manage government funds. - ANSWER ✔ True
14.A ward in a voluntary guardianship has a right to - ANSWER ✔ Receive
guardian reports, receive copies of petitions, approve guardian fees and
actions, and terminate the guardianship at will.
15.Two reasons to establish a restricted depository are - ANSWER ✔ 1. Lower
surety bond amounts/premiums
2. Allow the guardian to obtain bond if the Suretybcompany refuses to
underwrite the higher bond.
16.A guardian may do the following without having to obtain a court approval.
- ANSWER ✔ Retain assets of the word, ensure the assets, dissent from
Will, receive income and assets, pay taxes and assessments, a reasonable
living expenses of the ward, boat stocks/securities, provide information,
apply for benefits to the ward or defendants , employee persons to assist the
guardian and performance of the ministration duties.
17.Guardian is charged with marshaling the wards assets. This means that a
guardian must - ANSWER ✔ Locate and take control of the assets.
18.When preparing the initial inventory, the guardian should list the value of an
asset as to what date? - ANSWER ✔ Guardianship inception date/GID
19.The 3 member examining committee may be comprised of (list 3 examples)
- ANSWER ✔ Clinical psychologist
Psychiatrist
Register nurse
, 20.The date for adjudicators hearing must be set no more than __________
days after the filing of the reports of the examining committee members,
unless good cause is shown. - ANSWER ✔ 14
21.A guardian is required to take an ______________ that he or she will
faithfully perform his or her duties as required by the court and FL Statutes.
- ANSWER ✔ Oath
22.________________ should be written whenever there is any contact or
communication with or on behalf of the ward. - ANSWER ✔ Progress notes
23.The Initial Report of the guardian of the person must contain the
__________________________ _________________________
__________________ - ANSWER ✔ Medical, mental and social info
24.The Initial Report must be filed within ___________ days after the Letters
of Guardianship were issued - ANSWER ✔ 60
25.The Annual Guardianship Plan, if appropriate must include information
related to which four areas? - ANSWER ✔ Residence of ward
Medical conditions and treatments/rehabilitation needs
Social condition of ward
Possible restoration of rights
26.A guardian has a responsibility to ensure a ward resides in the
__________________ __________________ environment available to meet
his or her needs. - ANSWER ✔ Least restrictive
EXAM STUDY GUIDE 2026/2027
COMPLETE QUESTIONS WITH
VERIFIED CORRECT ANSWERS ||
100% GUARANTEED PASS
<NEWEST VERSION>
1. Parents patriae is a Latin term that translates to - ANSWER ✔ King as father
parents of the country
2. The concept of Prince Porte has given rise to the States authority to
intervene in an individual's life in order to protect the person from harming
himself or others in the following ways - ANSWER ✔ Guardianship or
conservatorship. Baker act. Protective services for children or adults.
Involuntary treatment for substance abuse or mental illness.
3. Who can amend or change the laws governing guardianship. - ANSWER ✔
The Florida legislature
4. What court may impose its own rules and policies in addition to state law. -
ANSWER ✔ Each judicial circuit
5. Florida statute 744 - ANSWER ✔ Florida statute 744 are where the Florida
guardianship laws are found
,6. Roles that are not appropriate for a guardian to fill are - ANSWER ✔
Therapist reformer surrogate family caregiver companion warden
7. Define Plenary guardianship - ANSWER ✔ Plenary guardianship means that
all delegable rights have been removed
8. The guardian has four major roles. What are they - ANSWER ✔ Surrogate
decision maker, advocate for the ward, administrator and monitor services,
and financial planner /asset manager
9. A proposed ward must be Mentally competent and wants a guardian. These
are two major requirements to establish what type of guardianship. -
ANSWER ✔ Voluntary guardianship
10.Certified letters of guardianship are needed when - ANSWER ✔ Open bank
accounts, close bank accounts, enter the word safety deposit box, complete
sale of assets or securities, open investment accounts, department of motor
vehicles to locate autos mobile homes boats registered in the wards name,
designate a CPA as a POA representative in dealing with the IRS.
11.A guardian must determine the legitimacy of any debts of the ward may
have incurred before the guardianship. - ANSWER ✔ True
12.What does the prudent investor rule state? - ANSWER ✔ The prudent
investor rule states that at the fiduciary should diversify the portfolio and
concentrate on oversight of the management by the financial advisor.
,13.The veterans administration may initiate a guardianship for the veteran or
their dependent receiving VA benefits if there is a danger of loss or a need to
receive or manage government funds. - ANSWER ✔ True
14.A ward in a voluntary guardianship has a right to - ANSWER ✔ Receive
guardian reports, receive copies of petitions, approve guardian fees and
actions, and terminate the guardianship at will.
15.Two reasons to establish a restricted depository are - ANSWER ✔ 1. Lower
surety bond amounts/premiums
2. Allow the guardian to obtain bond if the Suretybcompany refuses to
underwrite the higher bond.
16.A guardian may do the following without having to obtain a court approval.
- ANSWER ✔ Retain assets of the word, ensure the assets, dissent from
Will, receive income and assets, pay taxes and assessments, a reasonable
living expenses of the ward, boat stocks/securities, provide information,
apply for benefits to the ward or defendants , employee persons to assist the
guardian and performance of the ministration duties.
17.Guardian is charged with marshaling the wards assets. This means that a
guardian must - ANSWER ✔ Locate and take control of the assets.
18.When preparing the initial inventory, the guardian should list the value of an
asset as to what date? - ANSWER ✔ Guardianship inception date/GID
19.The 3 member examining committee may be comprised of (list 3 examples)
- ANSWER ✔ Clinical psychologist
Psychiatrist
Register nurse
, 20.The date for adjudicators hearing must be set no more than __________
days after the filing of the reports of the examining committee members,
unless good cause is shown. - ANSWER ✔ 14
21.A guardian is required to take an ______________ that he or she will
faithfully perform his or her duties as required by the court and FL Statutes.
- ANSWER ✔ Oath
22.________________ should be written whenever there is any contact or
communication with or on behalf of the ward. - ANSWER ✔ Progress notes
23.The Initial Report of the guardian of the person must contain the
__________________________ _________________________
__________________ - ANSWER ✔ Medical, mental and social info
24.The Initial Report must be filed within ___________ days after the Letters
of Guardianship were issued - ANSWER ✔ 60
25.The Annual Guardianship Plan, if appropriate must include information
related to which four areas? - ANSWER ✔ Residence of ward
Medical conditions and treatments/rehabilitation needs
Social condition of ward
Possible restoration of rights
26.A guardian has a responsibility to ensure a ward resides in the
__________________ __________________ environment available to meet
his or her needs. - ANSWER ✔ Least restrictive
