Current Gdn and Cons Packet 09.2025 - CCPR303-W

Sep 1, 2026

Guardianship and conservatorship forms and instructions for filing a petition to have an individual declared incapacitated and/or disabled under Missouri Revised Statutes Chapter 475. Provides compliance guidance for Missouri statutes and Supreme Court Operating Rule 2.0, plus Saint Louis County Local Court Rules on redaction of “Confidential Information,” document category selection, and electronic filing requirements. Includes a checklist covering the petition and required court forms, exhibits, medical affidavit handling, bond qualification, and additional motions and background checks, along with practical e-filing steps.

LanguageEnglish

CategoryForms

FormatDOCX

Pages35

Reading Time12 min

AccessFree to download

Guardianship and Conservatorship Packet

Probate Form No. G1

Guardianship and Conservatorship Checklist

Court Forms

Additional Documents

Instructions

GUARDIANSHIP AND CONSERVATORSHIP PACKET Probate Form No. G1 These materials are provided to assist attorneys when petitioning to have an individual declared incapacitated and/or disabled as defined in Missouri Revised Statutes Chapter 475. Attorneys are not required to use these forms but must use a form substantially similar pursuant to Saint Louis County Local Rule 72.2(D). This packet has been prepared in compliance with Missouri Revised Statute Chapter 475 and Supreme Court Operating Rule 2.0 as of the date stated below. Counsel is responsible at all times for confirming compliance with all relevant laws, including without limitation, statutes, State and local Rules, and case law. Please remember to redact “Confidential Information” appropriately. This packet has been prepared in compliance with Saint Louis County Local Court Rule 72.8 regarding redaction requirements. Further redaction of information that is not “Confidential Information” could result in an incomplete filing. If counsel wishes to provide the Court with additional information about a case at the time of filing, Counsel should file a memorandum containing that information. In the event a Motion for Emergency Appointment of a Temporary Guardian or Temporary Conservator is filed, such filing shall comply with all requirements under St. Louis County Court Local Rule 72.7. Alternatively, if emergency circumstances as set out in Section 475.075.15 RSMo. are not present, but counsel wishes to have an expedited hearing on a guardianship or conservatorship matter, then counsel may file a motion for an expedited hearing. Please clearly state whether you are requesting an emergency setting or an expedited setting at the time of filing. GUARDIANSHIP AND CONSERVATORSHIP CHECKLIST Case Category – Probate Guardianship/Conservatorship-Adult/Minor Case Type – Choose most appropriate case type for adult NOTE: Local Court Rule 3.2 mandates all electronically filed pleadings must be typewritten. Local Court Rule 72.2 governs specific requirements for electronic filing in the Probate Division. Documents shown in bold italics should be filed as as separate filings. COURT FORMS: FORMCHECKBOX 1. HYPERLINK \l "Petition" Petition for Appointment of Guardian and/or Conservator (Document Category – Application for Letters) with following exhibits attached: FORMCHECKBOX Exhibit A – HYPERLINK \l "FINANCIALSTATEMENT" Financial Statement – secured document (see note) (Document Category – Filing – Other/Miscellaneous Type – Financial Documents FORMCHECKBOX Exhibit B – HYPERLINK \l "InterestedPersons" Interested Persons FORMCHECKBOX Exhibit C – HYPERLINK \l "WitnessList" Witness List FORMCHECKBOX Exhibit D – HYPERLINK \l "InfoProposedGuardian" Information for Proposed Guardian and Conservator and Consent FORMCHECKBOX Exhibit E – HYPERLINK \l "RegisteredAgent" Designation of Resident Agent/Acceptance of Appointment of Resident Agent FORMCHECKBOX Exhibit F – HYPERLINK \l "ConsentToAppointment" Consent to Appointment Note: Exhibit A should be a separate filing and not filed as an exhibit to the Petition. If the proper category and type is selected, it will automatically be a confidential document on Case.net. FORMCHECKBOX 2. HYPERLINK \l "MedicalAffidavit" Medical Affidavit in Support of Petition for Guardianship/Conservatorship (Document Category – Affidavit for/in/of Document Type– Medical Affidavit) Note: This Confidential Document should contain the Respondent’s diagnosis. If coded correctly at filing, it will automatically be a secured (confidential) document on Case.net. FORMCHECKBOX 3. Letter of bond qualification if the Respondent has assets other than a social security bank account with a representative payee. (Document Category – Filing – Other/Miscellaneous – Surety Bond) ADDITIONAL DOCUMENTS (No Court Form): FORMCHECKBOX 1. Motion for Mental or Medical Examination. See Instruct

FAQs

Are attorneys required to use these forms exactly as provided?

Attorneys are not required to use these forms, but they must use a form substantially similar pursuant to Saint Louis County Local Rule 72.2(D).

How should “Confidential Information” be handled in filings?

The packet requires appropriate redaction of “Confidential Information,” referencing Saint Louis County Local Court Rule 72.8. Further redaction of non-confidential information could lead to an incomplete filing.

What must be e-filed with the petition regarding medical evidence and related requests?

A copy of the Medical Affidavit (or other medical evidence) must be e-filed with the Petition, and the petitioner should be prepared to present it at the hearing. A Motion for Mental or Medical Examination may be filed with the Petition.

Sep 1, 2026

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