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FOR APPROVAL OF FINAL CONSERVATOR'S ACCOUNT
  • You have been appointed the Conservator for an adult or minor, AND
  • The conservatorship has ended or your service as the conservator has ended because of one or more of the following factors, AND
    • The protected person has died;
    • The protected person no longer needs protection;
    • You want to resign;
    • You are being replaced by a substitute (�successor�) conservator; or
    • The estate assets have been expended. AND
  • You must finish documenting all financial activity related to the settlement of all accounts, assets and inventory within 90 days of the protected person�s death, the end of the conservatorship, or the end of your responsibilities as conservator; AND
  • You want to file the final account papers at the court, and request the court review and approve the final account.
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
Conservator�s Final Account - Instructions PBCF8i PDF PDF
Conservator�s Final Account - Forms PBCF8f 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 Conservator�s Final Account pbcf81i PDF PDF
2 Instructions: How to Complete the Amended Budget pbcf62i PDF PDF
3 Transaction Log Instructions pbcf43i PDF PDF
4 Instructions for the Statement of Asset Distribution pbcf82i PDF PDF
5 Procedures: To File for Approval of Conservator�s Final Account pbcf80p PDF PDF
6 Fee Guidelines pbgcf45h PDF PDF
Forms
Order Title File English Spanish
1 Petition for Approval of Conservator�s Final Account pbcf80f PDF PDF
2 Conservator�s Final Account pbcf81f PDF PDF
3 Amended Budget Form (Optional) pbcf62f PDF PDF
4 Transaction Log (Optional) pbcf43f PDF PDF
5 Statement of Asset Distribution (Optional) pbcf82f PDF PDF
6 Fee Statement and Proof of Mailing pbgcf45f PDF PDF
7 Response to Court Accountant Report (if necessary) Notice of Hearing pbcf47f PDF PDF
8 Court Order Regarding Petition for Approval of Annual Account pbcf49f PDF PDF
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