Guardianship Expense Log PDF (Court-Friendly Template)

Courts often require guardians to file annual accountings with clear expense records. This free guardianship expense log helps you organize dates, categories, and funding sources so you can submit accurate reports.

When to use this

• Preparing annual or interim guardianship accountings for the court.
• Tracking spending from ward funds, guardian funds, or trusts.
• Documenting receipts and categories to show funds were used appropriately.

How to do it (fast)

1. Enter the guardian, ward, court, and reporting period information.
2. Add each expense with category, description, amount, and whether it was paid from guardian or ward funds.
3. Include notes about court-approved categories or limits.
4. Download the PDF and attach it to your annual accounting or provide it to your attorney.

Why this helps

• Keeps all expenses in one log instead of scattered receipts or spreadsheets.
• Clarifies which payments came from ward funds versus guardian funds.
• Provides a professional, court-ready summary to support your accounting.

Related tools

• Personal Property Inventory PDF
• Estate Asset Inventory PDF
• Probate Expense Log PDF

Not legal advice. Courts set their own rules. Keep your original records.