District of Columbia Probate Form

General Forms (Int) - Guardianship Plan (Es)

Everything you need to know about District of Columbia Form General Forms (Int) - Guardianship Plan (Es), including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related DC probate forms.

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About General Forms (Int) - Guardianship Plan (Es)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

General Forms (Int) - Guardianship Plan (Es) is a commonly used form within District of Columbia. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About General Forms (Int) - Guardianship Plan (Es)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about General Forms (Int) - Guardianship Plan (Es):

  • This form pertains to the State of District of Columbia

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about District of Columbia’s Form General Forms (Int) - Guardianship Plan (Es) up to date, certain details can change from time-to-time with little or no communication.

How to file Form General Forms (Int) - Guardianship Plan (Es)

Step 1 - Download the correct District of Columbia form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some District of Columbia probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form General Forms (Int) - Guardianship Plan (Es), take a break, and then review. Probate and estate settlement processes in DC are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form General Forms (Int) - Guardianship Plan (Es) online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit General Forms (Int) - Guardianship Plan (Es) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When General Forms (Int) - Guardianship Plan (Es) is due

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in District of Columbia.

5 reasons you should submit this form as quickly as possible:

  1. The sooner you begin, the faster District of Columbia can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

    Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

  2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

  3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

  4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in District of Columbia. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

  5. If a house in the State of District of Columbia is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for District of Columbia probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local District of Columbia probate clerk or court for exact answers regarding Form General Forms (Int) - Guardianship Plan (Es), and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit this form Online

General Forms (Int) - Guardianship Plan (Es) is one of the many probate court forms available for download through Atticus.

It may also be available through some District of Columbia probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within District of Columbia.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form General Forms (Int) - Guardianship Plan (Es) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the District of Columbia probate court office.

General Forms (Int) - Guardianship Plan (Es) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any District of Columbia-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

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Did you know?

  • Form General Forms (Int) - Guardianship Plan (Es) is a probate form in District of Columbia.

  • District of Columbia has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in District of Columbia.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in District of Columbia, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about General Forms (Int) - Guardianship Plan (Es)

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form General Forms (Int) - Guardianship Plan (Es)

Here’s the text, verbatim, that is found on District of Columbia Form General Forms (Int) - Guardianship Plan (Es). You can use this to get an idea of the context of the form and what type of information is needed.

Guardianship Plan Enero 2014 – 906.10.v2 Translated by JTG, inc. 04/2017 TRIBUNAL SUPERIOR DEL DISTRITO DE COLUMBIA DIVISIÓN TESTAMENTARIA Y DE SUCESIONES _________ INT _________ _________ IDD _________ En materia de: ________________________________ Adulto PLAN DE TUTELA Este plan se debe desarrollar en consulta con el pupilo y sus familiares cuando fuere posible, y con el aporte de cualquier otra agencia comunitaria que participe en la prestación de servicios a la persona. Soy el tutor del pupilo antes mencionado y el plan que propongo para prestar servicios al pupilo es el siguiente: Incapacidad del pupilo (seleccione todo lo que corresponda): Discapacidad intelectual (p. ej., retraso mental [MR]) Enfermedad mental crónica Traumatismo de cráneo Apoplejía Demencia (p. ej., enfermedad de Alzheimer) Abuso de sustancias/alcohol Problema médico (describir): Otra: I. Disposiciones de vivienda para el pupilo ¿Cuál es la dirección actual de la vivienda del pupilo? _____ ___________________________________________________________________ Es un(a) Vivienda particular, que es propiedad del pupilo Vivienda particular, que no es propiedad del pupilo Vivienda del tutor Vivienda de un familiar (parentesco) _____ Hogar de crianza o internado Hogar grupal (indicar el nombre) _______ Hogar de ancianos (indicar el nombre) _______ Centro de vida asistida (indicar el nombre) Hospital o centro médico (indicar el nombre) _____ Otro (especificar):_____ En el caso de una vivienda particular, indique el nombre de otras personas que residan en la vivienda y su relación para con el pupilo: ________________ . Mi plan es que el pupilo: Siga viviendo en la residencia actual Cambie de residencia En caso de cambiar de residencia, explicar cuándo, por qué y a dónde se mudará el pupilo: Guardianship Plan Enero 2014 – 906.10.v2 Translated by JTG, inc. 04/2017 No cuento con suficiente información en este momento para modificar las disposiciones de vivienda actuales del pupilo. He hablado con el pupilo sobre el plan de vivienda, y el pupilo está de acuerdo con este plan. no está de acuerdo con este plan. No he hablado con el pupilo sobre el plan de vivienda porque: _____ II. Atención médica para el pupilo Describa el estado de salud física actual del pupilo, incluidos todos los problemas médicos conocidos por los cuales reciba o se le recomiende un tratamiento: No cuento con suficiente información en este momento para determinar las necesidades médicas del pupilo. Planeo continuar con la prestación de los servicios médicos actuales que recibe el pupilo (proporcionar el nombre de los profesionales de atención médica): Médico: Psiquiatra o psicólogo: Trabajador social o asistente social: Odontólogo: Podólogo: Nutricionista: Terapeuta(s) (terapia recreativa, del habla, física, ocupacional): Otro: Planeo realizar una evaluación médica del pupilo a fin de poder determinar lo siguiente: ___________________________________________________________ Considero que el pupilo actualmente no necesita tratamiento para ningún problema médico. ¿El pupilo tiene alguna directiva de atención médica? Sí No, explicar: Guardianship Plan Enero 2014 – 906.10.v2 Translated by JTG, inc. 04/2017 En el caso de que no exista una directiva de atención médica, ¿qué medidas ha tomado a fin de determinar el tratamiento médico preferido para el pupilo? III. Tratamiento de salud mental para el pupilo Describa el estado de salud mental actual del pupilo, incluidos todos los diagnósticos conocidos de profesionales de la salud mental por los cuales reciba o se le recomiende un tratamiento: ___________________________________________________________________ ___________________________________________________________________ __________________________________________________________________. No cuento con suficiente información en este momento para determinar las necesidades de tratamiento de salud mental del pupilo. Planeo continuar con la prestación de los servicios de salud mental actuales que recibe el pupilo (proporcionar el nombre de los profesionales de atención médica): Psiquiatra o psicólogo: Trabajador social o asistente social: Otro: Planeo realizar una evaluación de salud mental del pupilo a fin de poder determinar lo siguiente: __________________________________________________________________. Considero que el pupilo actualmente no necesita tratamiento de salud mental. IV. Asistencia social y de apoyo para el pupilo Describa las actividades sociales y los servicios de apoyo actuales del pupilo: ¿El pupilo trabaja actualmente? Sí No Si la respuesta es “Sí”, proporcionar detalles: ¿El pupilo participa actualmente en alguna formación educativa, profesional o de otro tipo? Sí No Si la respuesta es “Sí”, proporcionar detalles: Para el próximo año, planeo obtener los siguientes servicios para ayudar al pupilo: Programas educativos o de capacitación Rehabilitación profesional o programas de trabajo respaldados Tratamiento, operación o procedimiento médicos Guardianship Plan Enero 2014 – 906.10.v2 Translated by JTG, inc. 04/2017 Tratamiento de salud mental Terapia ocupacional, física o del habla Atención personal domiciliaria (p. ej., asistencia de salud domiciliaria) Servicios de administración de casos y de trabajo social Beneficios públicos o asistencia de vivienda Dispositivos de asistencia o adaptación Otro (especificar): V. Asistencia financiera para el pupilo ¿Usted tiene control sobre alguno de los bienes o fondos del pupilo? No Sí Planeo investigar si el pupilo cuenta con algún tipo de seguro y si reúne los requisitos para recibir algún beneficio privado o ayuda social del gobierno, incluido lo siguiente: Jubilación o ingresos por empleo Otros beneficios de empleadores anteriores Beneficios de Seguridad Social (discapacidad, SSI, jubilación de SSA, beneficios para sobrevivientes del SSA) Beneficios de veteranos Beneficios estatales (cupones de alimentos, asistencia pública, TANF) Medicaid o exención de Medicaid Medicare Asistencia de sepelio y funeral Otro: No planeo investigar porque se ha designado a un curador. No planeo investigar porque ____________________________________ ___________________________________________________________________ __________________________________________________________________ . VI. Otra información ¿El pupilo cuenta con un plan prepago de funeral? Sí, adjuntar copia si no se ha presentado anteriormente (la copia se guardará en un archivo confidencial) No No sé, explicar: ¿El pupilo tiene un testamento? Sí No No sé, explicar: _____ Proporcionar los nombres y las direcciones de los familiares más cercanos del pupilo: Cónyuge/pareja de hecho Hijos o hijas Nietos o nietas Padres Guardianship Plan Enero 2014 – 906.10.v2 Translated by JTG, inc. 04/2017 Hermanos o hermanas Continuar enumerando a los familiares a continuación si no se enumeró a ninguno más arriba. Sobrinas o sobrinos Tíos o tías Primos hermanos Abuelos Otros familiares Proporcionar cualquier otra información que el Tribunal deba conocer en relación con el plan de tutela del pupilo: _____________________________________ He consultado a la(s) siguiente(s) persona(s) en la preparación de este plan de tutela (marcar todo aquello que corresponda): Pupilo Familiares del pupilo Amigos del pupilo Proveedores de atención del pupilo Abogado del pupilo Otro (especificar): VERIFICACIÓN Yo,__________________________, habiendo primero prestado debido juramento, declaro y digo que he leído los alegatos precedentes por mí suscritos y que los hechos allí declarados son verdaderos según mi leal saber y entender, información y creencia. Firma ________ Guardianship Plan Enero 2014 – 906.10.v2 Translated by JTG, inc. 04/2017 Nombre impreso __________ Domicilio (domicilio real/que no sea un apartado de correos) ___________________________________________ ___________________________________________ __________ Número de teléfono __________ Dirección de correo electrónico _____________________________________ Número del Colegio de Abogados (si el solicitante es un abogado) Firmado y jurado ante mí en este día de de 20______. Escribano público/Secretario CERTIFICADO DE SERVICIO Certifico que el día ____ de ____________________ de 20____ se ha entregado una copia de lo anterior por correo electrónico de acuerdo con las disposiciones de la Orden Administrativa 13-15 (Administrative Order 13-15) o por correo postal de primera clase y con franqueo pagado a las siguientes personas (indique los nombres y complete las direcciones postales): _____________________________ Firma

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