Conservator Handbook also contains helpful information on preparing an Inventory and Appraisal. will be filed before the hearing. Fill out all the forms completely and in . Available for PC, iOS and Android. Fill in legal name of the protected individual (see note above for minors.) Take your completed forms and other documents to the courthouse and give them to the clerk to file your case. FORM 1: PROBATE INFORMATION COVER SHEET (form PB10f). Declaration—Conservatorship (form GC-335), executed by a licensed medical practitioner or an accredited religious practitioner is filed with this petition. How Should the I&A Be Filled Out? It is important to realize, although most courts use the same conservatorship forms, other local forms are often needed. e. c. Enter the case number from the Letters of Conservatorship. b. • Protected Individual and Conservator Information 1. Do you have a developmentally disabled individual in your life? black ink. Items 6 & 7 - Fiduciary/attorney fees: The law allows a conservator to obtain only “reasonable compensation” for services rendered. The Inventory and Appraisal (DE 160 and 161) should be filled out in a complete and in a legible manner. Most states provide these forms at local probate courts. After the conservator files the conservatorship form and receives a positive decision, he or she receives a certain number of rights and obligations, among which: 1. Enter the county and district court names. Understand the Rights and Duties of Custodians under Legal Conservatorship How To Fill Out Conservatorship Forms. Completing guardianship forms in every U.S. jurisdiction begins the process of establishing a guardianship relationship with a minor child or incompetent adult. The most secure digital platform to get legally binding, electronically signed documents in just a few seconds. If so, this video could be very important for you. The court will fill out the rest. • Top of Form If the Court has not completed the top of the forms for you: a. d. (initial appointment of conservator only) is not the petitioner, is out of state, and will not attend the hearing. Start a free trial now to save yourself time and money! Fill out, securely sign, print or email your conservatorship forms instantly with signNow. Item 5: Don’t fill this out – it is only used in deceased estates, not conservatorships. preparation of the Inventory and Appraisal forms. The court will ask you to pay a filing fee. Using Form 6 - Conservator’s First Account, the conservator will file the first account documenting all financial activity related to the conservatorship during the first nine months of the conservatorship, as well as estimating the anticipated income and expenses for the protected person in the next twelve months. 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