Guardianship Annual Report Hawaii

What the Annual Report Is and Why It's Mandatory

Once Hawaii Family Court appoints you as guardian of an incapacitated parent, the obligation doesn't end at the hearing. The court retains ongoing jurisdiction over the guardianship, and the primary mechanism for that oversight is the Annual Report of the Guardian — filed every 12 months for as long as the guardianship remains in effect.

The form designation varies by circuit: Form 2F-P-386 in the Second Circuit (Maui) and its equivalents in other circuits. The First Circuit (Oahu) uses Form 1F-P-2011 (Annual Report of the Guardian of an Incapacitated Person). The reporting categories are similar across circuits, but use the current form and filing instructions for the circuit that appointed you.

This isn't optional paperwork. If an annual report is late or missing, contact the court promptly; the court monitors ongoing guardianships and may request follow-up.

What Each Section Requires

The annual report is structured to give the judge a complete picture of your parent's current situation:

Physical and Mental Condition: A narrative describing your parent's health status, any changes in diagnosis or functional abilities, current medications, and recent hospitalizations or medical events. You don't need clinical precision — describe what you observe: "Mom's mobility has declined; she now needs a wheelchair for distances over 20 feet" is the level of detail the court expects.

Current Residence: Where your parent lives, the type of facility (private home, ARCH, E-ARCH, CCFFH, nursing home), and an assessment of whether the setting remains adequate for their needs. If you moved your parent during the reporting period, explain why.

Services and Care Providers: A list of current medical providers, home care aides, therapists, and any agency services (Kupuna Care, ADRC programs, Med-QUEST managed care plan). Note any changes from the previous report.

Guardian Visits: How often you visit your parent, the nature of those visits, and your observations during them. The court wants to see active engagement, not absentee guardianship. Neighbor-island or mainland guardians should document phone/video contact frequency alongside in-person visits.

Future Care Plans: Your assessment of whether the current care arrangement should continue, any anticipated changes (planned facility move, upcoming medical procedures, Medicaid application), and any concerns about the parent's trajectory.

Recommendation on Continued Guardianship: Whether the guardianship is still needed. If the parent's condition has improved to the point where they can manage their own affairs, the court needs to know — guardianship is supposed to be the least restrictive option, and restoring rights when appropriate is part of the guardian's duty.

Filing Deadlines and Logistics

The report is due 12 months from the date of appointment, and every 12 months after that. Calendar the deadline yourself rather than relying on a reminder.

File the completed report with the court that granted the guardianship:

• First Circuit (Oahu): Family Court, Kapolei Courthouse
• Second Circuit (Maui): Family Court, Wailuku
• Third Circuit (Big Island): Family Court, Hilo or Kona
• Fifth Circuit (Kauai): Family Court, Lihue

There's no filing fee for the guardian's annual report. If you also hold conservatorship, the separate annual financial accounting carries a $10 court review fee.

Conservatorship Accounting (If Applicable)

If you were appointed under a combined CG order (guardian + conservator), the annual report covers the person, but you also owe a separate annual accounting for the estate. The conservatorship accounting is a detailed financial statement documenting:

• All income received on behalf of the parent
• All expenditures made from the estate
• Current asset values (bank balances, investment accounts, real property)
• Any transactions requiring court approval (real estate sales, major asset liquidations)

The accounting is more labor-intensive than the personal welfare report. If the estate is complex, consider hiring an accountant — the cost is payable from the estate.

What Happens If You Don't File

If You Miss a Report:

1. Court follow-up — the court may request the overdue report or an explanation for the delay
2. Additional orders — the court may set a new deadline or require corrective action
3. Continued oversight — the court continues to monitor reporting compliance

The annual report takes 1–2 hours to complete for a stable situation. Keeping the court's record current makes that time investment well worth it.

The Hawaii Power of Attorney & Guardianship Kit covers both the initial guardianship process and the ongoing fiduciary obligations, including a structured template for the annual report.

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