Section 81.30. Initial report

(a)  No later than ninety days after the issuance of the commission to
  the guardian, the guardian shall file with the court that appointed  the
  guardian  a  report in a form prescribed by the court stating what steps
  the guardian has taken to fulfill his or her responsibilities. Proof  of
  completion of the guardian education requirements under section 81.39 of
  this article must be filed with the initial report.
    (b)  To  the  extent  that  the  guardian has been granted powers with
  respect to property management,  the  initial  report  shall  contain  a
  verified  and complete inventory of the property and financial resources
  over which the guardian has control, the location of any  will  executed
  by  the  incapacitated  person, the guardian's plan, consistent with the
  court's order of appointment, for the management of  such  property  and
  financial  resources,  and  any  need  for  any  change  in  the  powers
  authorized by the court.
    (c) To the extent that the guardian has been granted powers  regarding
  personal  needs,  the  initial  report  shall  contain  a  report of the
  guardian's personal visits with the incapacitated person, and the  steps
  the  guardian  has  taken, consistent with the court's order, to provide
  for the personal needs of that person, the guardian's  plan,  consistent
  with  the  court's  order of appointment, for providing for the personal
  needs  of  the  incapacitated  person,  a  copy  of  any  directives  in
  accordance  with  sections  two thousand nine hundred sixty-five and two
  thousand nine hundred eighty-one of the public health  law,  any  living
  will,  and  any other advance directive, and any necessary change in the
  powers authorized by the court. The plan for providing for the  personal
  needs   of   the   incapacitated  person  shall  include  the  following
  information:
    1. the medical, dental, mental health, or related services that are to
  be provided for the welfare of the incapacitated person;
    2. the social and personal services that are to be  provided  for  the
  welfare of the incapacitated person;
    3.  any  physical, dental, and mental health examinations necessary to
  determine the medical, dental, and mental health treatment needs; and
    4. the application of health and  accident  insurance  and  any  other
  private  or government benefits to which the incapacitated person may be
  entitled to meet any part  of  the  costs  of  medical,  dental,  mental
  health, or related services provided to the incapacitated person.
    (d)  If  the initial report sets forth any reasons for a change in the
  powers authorized by the court, the guardian shall make  an  application
  within  ten  days  of  the filing of the report on notice to the persons
  entitled to such notice in accordance with paragraph one of  subdivision
  (d)  of  section  81.07  of this article for such relief. If the initial
  report sets forth any reasons for a change in the powers  authorized  by
  the  court  and  the  guardian  fails to act under this subdivision, any
  person entitled to commence a proceeding under this article may petition
  the court for a change in such powers on notice to the guardian and  the
  persons  entitled  to  such  notice  in accordance with paragraph one of
  subdivision (d) of section 81.07 of this article for such relief.
    (e) The guardian shall send a  copy  of  the  initial  report  to  the
  incapacitated  person by mail unless the court orders otherwise pursuant
  to paragraph seven of subdivision (b) and paragraph nine of  subdivision
  (c) of section 81.15 of this article.
    (f)  The guardian shall send a copy of the initial report to the court
  evaluator and counsel for the incapacitated person at the  time  of  the
  guardianship  proceeding  unless  the court orders otherwise pursuant to
  paragraph seven of subdivision (b) and paragraph nine of subdivision (c)
  of section 81.15 of this article.

    (g) The guardian shall send a copy of the initial report to the  court
  examiner.
    (h)  If  the  incapacitated person resides in a facility, the guardian
  shall send a duplicate of such report to the chief executive officer  of
  that facility.
    (i)  If the incapacitated person resides in a mental hygiene facility,
  the guardian shall send a duplicate of such report to the mental hygiene
  legal service of the judicial  department  in  which  the  residence  is
  located.