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WHAT TO DO AFTER YOU ARE APPOINTED GUARDIAN AND CONSERVATOR
  • You have been appointed conservator for an adult or minor, or you expect to be.
  • You need to know what to do after you are appointed.
This packet contains court forms and instructions about preparing for after the court hearing to appoint a permanent guardian and/or conservator.

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
What to do after a Hearing on Guardian and Conservator - Instructions PBGC5i PDF PDF
What to do after a Hearing on Guardianship/Conservatorship - Forms PBGC5f 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 Information about Roles and Responsibilities pbgc10h PDF PDF
2 Procedures: What to Do After the Court Hearing pbgc50p PDF PDF
3 Procedures: for Proof of Restricted Account pbc41p PDF PDF
4 Inventory: Information and Instructions pbcf42i PDF PDF
5 Instructions: Complete the Estate Budget/Account pbcf51i PDF PDF
6 Transaction Log Instructions pbc43i PDF PDF
7 Fiduciary Fee Guidelines pbgcf45h PDF PDF
Forms
Order Title File English Spanish
1 Verification of Recording pbc40f PDF PDF
2 Proof of Restricted Account pbc41f PDF PDF
3 Inventory of Property and Proof of Mailing or Delivery pbc42f PDF PDF
4 Cover Sheet for Estate Budget/Account pbcf50f PDF PDF
5 Form 5: Conservatorship Estate Budget pbcf51f PDF PDF
6 Transaction Log (Optional) pbcf43f PDF PDF
7 Fee Statement and Proof of Mailing pbgcf45f PDF PDF
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