Which documents should be attached to the initial inventory?

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The initial inventory is a crucial step in the guardianship process, as it involves compiling a comprehensive list of a ward's assets and liabilities for the court's review. The correct answer includes appraisals or proof of value of real property, trust documents, and bank statements.

Including appraisals or proof of value of real property ensures that the guardian provides an accurate assessment of any real estate owned by the ward. This information is essential for the court to understand the full scope of the ward's financial situation. Trust documents are also critical, as they can outline any assets held in trust that the guardian must manage, as well as stipulate the ward's interests in those assets. Additionally, bank statements are needed to provide evidence of the funds available in the ward's financial accounts, which are an integral part of the initial inventory.

Together, these documents create a comprehensive view of the ward's financial situation, which is required for proper oversight and management of the guardianship. This thoroughness supports the guardian's duty to act in the best interest of the ward. Other answer choices do not encompass the breadth of documentation necessary to fulfill this obligation.

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