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Surrogate's Court Guardianship Forms Guide

Last reviewed May 19, 2026

Surrogate's Court guardianship forms are used for specific guardianship matters, especially guardianship for children and Article 17-A guardianship for a person with an intellectual or developmental disability.

Privacy note

These guides use generic examples only. They do not include client names, case names, file numbers, private property addresses, or facts from any private matter.

Surrogate's Court guardianship forms are specific

These forms are not the same as every custody or family-law form a user may search for. If you searched for Nassau County family court forms because a child inherited money, received settlement funds, or needs a guardian connected to estate property, Surrogate's Court guardianship may be relevant.

This guide is general information, not legal advice. Guardianship affects personal rights, money, healthcare, education, and long-term decision-making. Get legal advice when the facts are disputed or the requested powers are broad.

Main types of Surrogate's Court guardianship

SituationCommon form category
A child under 18 needs a guardian of the personArticle 17 guardianship of person
A child under 18 inherited or received money/propertyArticle 17 guardianship of property
A child needs both care decisions and property protectionArticle 17 person and property guardianship
A person with an intellectual or developmental disability needs a guardianArticle 17-A guardianship
A standby guardian is being appointed or confirmedStandby guardianship forms

Article 17 guardianship for a child

Article 17 guardianship may apply when a child is 17 or younger, not married, and not in military service. Surrogate's Court may appoint a guardian when one or both parents are unable to care for the child or when the child has inherited or been awarded money or property.

A guardian of the person may make care decisions. A guardian of the property may safeguard money or property until the child reaches the age required by law or court order. If the child is 14 or older, the child's consent may be required.

Common forms can include a petition for appointment, consent or waiver forms, citation forms, affidavits, proposed decree, and bond-related documents if property is involved.

G-2B and property guardianship

The G-2B packet is commonly associated with appointment of a guardian for a child's property. This often appears when a child receives funds through an estate, insurance payment, settlement, wrongful death distribution, or other court-approved transfer.

Property guardianship packets tend to require careful asset details because the court needs to understand what money or property will be protected, where it will be held, and what reporting duties the guardian will have.

Article 17-A guardianship

Article 17-A guardianship is used for a person with an intellectual or developmental disability. The petitioner may need to file a guardianship petition, proposed guardian oath/designation documents, affidavits, medical or psychological certifications, notice or citation documents, and other required supporting forms.

Article 17-A can be broad. It may affect healthcare, financial, residential, and personal decision-making. Users should understand that this is not simply a form filing. The court may hold a hearing and review whether guardianship is appropriate.

Information to gather before starting

  • Full legal name, date of birth, and address of the child or proposed ward.
  • Parents' names, addresses, and status.
  • Proposed guardian's full contact information.
  • Relationship between proposed guardian and child or ward.
  • Birth certificate.
  • Death certificate for a deceased parent, if applicable.
  • Asset details if property guardianship is requested.
  • Medical or psychological certifications for Article 17-A, if applicable.
  • Names and addresses of interested parties who must receive notice.
  • Any prior court orders involving custody, guardianship, support, or estate property.

Common delays

Guardianship packets are often delayed because interested parties were omitted, addresses were incomplete, asset values were unclear, required consents were missing, medical certifications were incomplete, or the wrong court was selected.

If the issue is custody between parents or a broader adult incapacity case, another court process may apply. For adult incapacity not covered by Article 17-A, Article 81 guardianship is generally handled outside Surrogate's Court.

What this page covers.

Use these points as a quick summary after reading the guide.

Staff Guided preparation

Keystone Pinnacle Pro can help organize guardianship facts and assemble draft Surrogate's Court guardianship packets.

  • Guardianship changes legal rights and responsibilities, so legal review is strongly recommended before filing.
  • The platform should collect facts about people, property, and notices, not decide who should be guardian.
  • County-specific expectations should be confirmed before filing.

Search terms this guide supports.

These search phrases help people find the right guide, but the page itself is written for users who need practical context.

  • surrogate court guardianship forms
  • guardianship forms
  • article 17-a guardianship
  • article 17 guardianship
  • nassau county family court forms
  • g-2b guardianship

Confirm current requirements before filing.

Court forms, filing practices, fees, hours, and tax instructions can change. Use these sources to verify the current rule.

Facts only. No legal-advice questions.

Keystone Pinnacle Pro is built to ask factual questions: names, dates, addresses, family relationships, assets, debts, notices, signatures, and filing details. It does not ask users to choose legal strategy, interpret legal rights, decide who should object, or answer questions that require legal advice. If a question turns on legal judgment, the user should confirm requirements with the Surrogate's Court or speak with an attorney.

Find the matching form workflow.

Use the Forms page to see whether a packet is self-serve, available for self checkout or Staff Guided preparation.