Guardianship Proceeding Checklist — Person Only
Checklist and information sheet for guardianship of person only proceedings.
Choose your path
Make sure your guardianship packet is complete before filing.
Missing documents mean delays — and another trip to the courthouse.
Keystone Pinnacle Pro offers document preparation for selected forms. Check availability, scope and pricing on Pro. Preparation does not include legal or tax advice or court representation.
When do you need this form?
Before filing a G-2A 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.
Ready to complete this form?
Check Keystone Pinnacle Pro for available forms and preparation scope. For advice on what to file in your case, consult an attorney.
Other 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.
Need More Than Form G-2A-PKG?
G-2A-PKG is one step in a longer court process. If the estate also includes a house or other real property in Brooklyn, Keystone Pinnacle helps coordinate the filings, tax clearances, and the sale.
Schedule a 15-minute call. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and document preparation.