Conservators Annual Report {PG-225}

PG-225 - CONSERVATORSHIP ANNUAL REPORT. The purpose of this report is to give the court as complete a picture as possible of the individual’s current situation and what has happened in the last 12 months. The court will review your report within 30 days of receipt and send out either an approval letter or a deficiency notice requesting additional information. Every three years, a Court Visitor will be appointed to discuss with you various aspects of the conservatorship. In preparing this report, you must consult with the protected person as much as possible. As a conservator, you must be more diligent with the protected person’s money than you may be your own—even if the person only receives basic entitlements. Your accounting must be accurate. You may not use estimates. You must have documentation of your accounting available for court inspection at any time. After you complete the report, please review it before filing with the court, to make sure you have attached all required documentation as instructed (for example, all of the required bank statements or other financial records). You must include receipts and other supporting documents for any unusual accounting issues or any reimbursements to the guardian or conservator. Probate Rule 14(h) & 17(g)(1)(B). AS 13.26.510, .720(b), & 13.06.100. www.FormsWorkflow.com