I obtained a guardianship for my aunt to retrieve a life insurance policy that had matured. The company would no longer hold the money, my aunt is still alive but unable to sign or understand and the company would only accept a court order to retrieve the money.
I am her DPOA and trustee and HCPOA so I don't need the guardianship for anything else, but some of the duties overlap.
The only action I took as her guardian was retrieving her policy.
However I am in the process of moving her from assisted living to a nursing home on a doctor's recommendation. Her pastor has recommended making funeral arrangements. I am able to do these things with the trustee hat and POA hat on, without the documents appointing me guardian.
I am confused about what to report to the court and what to include in the report.
Does the guardianship require me to disclose all expenditures and transactions during the year I was appointed guardian (I will relinquish it since it's no longer needed) or just the action I took as her guardian which was to retrieve the policy?