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FOR APPROVAL OF ANNUAL CONSERVATOR'S ACCOUNT
  • You have been appointed the conservator for an adult or minor, AND
  • You have completed at least one annual account (the first account or Form 6) as a Guardian or Conservator for this case, AND
  • You want to file court papers to have this annual account approved by the Court.
This packet contains court forms and instructions to get a court order to approve the annual account, but not forms for notice. Be sure the documents are in the following order:

Packets contain ALL forms and ALL instructions needed for this process. Where there are separate packets for Instructions and Forms, get BOTH packets.

Packets
Title File English Spanish
Approval of Annual Account - Instructions PBCF7i PDF PDF
Approval of Annual Account - Forms PBCF7f PDF PDF

The individual forms and instructions below are already included in the Packet(s) above. If you choose to download the documents individually, make sure you get ALL of the instructions and ALL of the forms. Be sure the documents are in the following order:

Instructions
Order Title File English Spanish
1 Instructions for the Annual Conservatorís Account pbcf71i PDF PDF
2 Instructions: How to Complete the Amended Budget pbcf62i PDF PDF
3 Transaction Log Instructions pbcf43i PDF PDF
4 Procedures: To File for Approval of Conservatorís Annual Account pbcf70p PDF PDF
5 Fee Guidelines pbgcf45h PDF PDF
Forms
Order Title File English Spanish
1 Coversheet for Approval of Conservatorís Annual Account pbcf70f PDF PDF
2 Conservatorís Account Form pbcf71f PDF PDF
3 Amended Budget Form (Optional) pbcf62f PDF PDF
4 Transaction Log (Optional) pbcf43f PDF PDF
5 Fee Statement and Proof of Mailing pbgcf45f PDF PDF
6 Response to Court Accountantís Report (if necessary) pbcc47f PDF PDF
7 Notice of Hearing pbcf48f PDF PDF
8 Court Order Regarding Petition for Approval of Account pbcf49f PDF PDF
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