Logo Bayernportal
- no location -
Home > Procedures

Legal support; submission of the initial report

Legal guardians must generally submit a report on their personal circumstances (initial report) to the guardianship court when they take over the guardianship.

Responsible for you

For contact details of the responsible authoritiy and local valid information select under "Select location" a location.
Stilisiertes Bild eines Hauses
Amtsgerichte
Mehr zur Behörde

Procedure details

Upon taking over the care, the caregiver must prepare a report on the personal circumstances of the person being cared for (initial report).

Voluntary caregivers who have a family relationship or a personal connection to the person being cared for do not necessarily have to prepare this report.

Instead, at the request of the person being cared for or in suitable cases, the personal circumstances, wishes and goals of the care can be discussed in a personal meeting. Alternatively, volunteer caregivers with a family relationship or personal connection to the person being cared for can voluntarily prepare an initial report.

The reference number of the care proceedings must be stated.

The initial report must contain information on the following matters in particular:

  • Personal situation of the person receiving care
  • Goals of the care
  • Measures already implemented and intended, in particular with regard to restoring and improving the ability of the person receiving care to manage their affairs independently
  • Wishes of the person receiving care with regard to care

The legal guardian must have been appointed by the court.

The preparation of the initial report is only not mandatory if the care is provided on a voluntary basis and there is a family relationship or personal bond with the person being cared for.

  • none

The initial report must be submitted to the court where the guardianship proceedings are pending. As a rule, this is the guardianship court in whose judicial district the person under guardianship has their place of residence or habitual abode.

The report must be "sent" to the court. It can therefore be sent in writing or via the online procedure provided by the local court, for example.

If the court has assigned the task of asset management, a list of the assets of the person receiving care must be submitted at the same time as the initial report. An online procedure is also available for this purpose (see "Related topics" - "Legal guardianship; submission of the list of assets for guardianship courts"). Alternatively, the list of assets can be attached to this online procedure as a separate document.

There are no fees.

The initial report should be sent to the guardianship court within three months of the appointment of the guardian. If this is not possible in individual cases, the court may extend the deadline.

If the court has assigned the task of asset management, a list of the assets of the person receiving care must be submitted at the same time as the initial report. An online procedure is also available for this purpose (see under "Related topics" - "Legal guardianship; submission of the list of assets for guardianship courts"). Alternatively, the list of assets can be attached to this form as a separate document.

Status: 06.08.2025
Editorially responsible for prodecure description: Bayerisches Staatsministerium der Justiz
Contains machine translated content. Show the original content