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Legal guardianship; submission of the list of assets for guardianship courts

If the guardian has been assigned the task of asset management, a list of the guardian's assets must be submitted at the beginning of the guardianship or when taking over the guardianship.

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Procedure details

If the court has assigned the task of asset management, a list of the assets of the person receiving care must be submitted to the care court at the beginning of the care or when the care is taken over. The list of assets forms the basis for the supervision by the guardianship court of the guardian's management of the assets.

The key date for drawing up the list of assets is the appointment of the guardian, i.e. usually the date on which the guardian is notified of the court's decision on their appointment. If the decision is ordered to take immediate effect, the court will note the relevant date on the decision. If guardianship has already been ordered for a minor, the date on which the minor comes of age is decisive. The list of assets must be accompanied by supporting documents.

This online form is intended to make work easier for guardians, but is not to be understood as a mandatory form requirement for the preparation and submission of a list of assets.

The list of assets should list the assets and liabilities of the person being cared for, insofar as the scope of the caregiver's duties includes their management. The list of assets should also contain information on the regular income and expenditure of the person being cared for.

The completeness and accuracy of the information must be confirmed by the guardian.

The court must have transferred the area of asset management to a legal guardian.

  • All relevant evidence must be attached to the list.

    These can be in particular

    • Bank statements/ balance confirmation
    • Proof of income
    • Property documents
    • Proof of debt
    • Proof of insurance

The list of assets 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 law does not stipulate a specific form for the list of assets. It can therefore be submitted in paper form, electronically or using the online form provided by the local court.

The declaration of the accuracy and completeness of the list of assets can only be submitted in writing, as a qualified signed electronic document, for the record of the local court's office or together with the online procedure provided by the local court.

If an initial report pursuant to Section 1863 of the German Civil Code (BGB) must be prepared in addition to the list of assets, the list of assets must be submitted together with the initial report. An online procedure is also available for this purpose (see under "Related topics" - "Legal support; submission of the initial report"). Alternatively, the initial report can be attached via the online procedure for submitting the list of assets.

There are no fees for this service.

The law does not provide for an explicit deadline for submitting the list of assets. However, if an initial report must be prepared in addition to the list of assets in accordance with Section 1863 BGB, the list of assets must be submitted together with the initial report. The initial report should be sent to the guardianship court within three months.

The court can also set a deadline for the submission of the list of assets.

Status: 05.08.2025
Editorially responsible for prodecure description: Bayerisches Staatsministerium der Justiz
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