Order To Conservator Of An Adult

FOR CLERK'S USE ONLY Form 3. Order to Conservator and Acknowledgement and Information to Interested Persons Name of Person Filing: ___________________________________________ Address: ___________________________________________ City, State, Zip Code: ___________________________________________ Telephone Number: ___________________________________________ Attorney Bar Number (if applicable): _____________________________________ Licensed Fiduciary Number (if applicable): ______________________________ Self or Attorney for: ______________________________ Representing: IN THE SUPERIOR COURT OF THE STATE OF ARIZONA IN AN FOR THE COUNTY OF MOHAVE In the Matter of the Conservatorship for Case Number_________________________ __________________________________ Protected Person's Name A Minor ORDER TO CONSERVATOR AND ACKNOWLEDGEMENT AND INFORMATION TO INTERESTED PERSONS (Assigned to the Honorable An Adult ________________________________ Judicial Officer) Warning: This appointment is not effective until the Letters of Appointment have been issued by the Clerk of the Superior Court. The welfare and best interest of the person named above ("your protected person") are matters of great concern to this Court. By accepting appointment as conservator, you have subjected yourself to the power and supervision of the Court. Therefore, to assist you in the performance of your duties, this Order is entered. You are required to be guided by it and comply with its provisions, as it relates to your duties as conservator of your protected person as follows: 1. Immediately locate, identify secure and inventory all of the assets of the protected person and make proper arrangements for their protection, such as changing the locks on the house, renting a safe deposit box for important documents, etc. Immediately begin to take title to all of the protected person's property. The property should be titled in the name of the conservatorship: "(Your name), as Conservator(s) of the estate of (protected person's name)" or "(protected person's name), by (your name), Conservator." In titling the protected person's property, you should take into account the protected person's existing estate plan (if the protected person has one) unless the Court orders you to do otherwise. If you have any question as to how you should title an asset (including whether you should maintain an existing, or establish a new account that has a POD (payable on death) beneficiary designation or a trust account), you should consult with a qualified attorney or request instructions from the Court. If the Court has ordered you to place funds in a restricted account, you must immediately file a receipt from the bank or financial institution showing that you have deposited the money in an account that the bank has restricted in accordance with the Court Order. The receipt should include the name and address of the financial institution, the type of account, the account number and the amount deposited. Page 1 of 4 American LegalNet, Inc. www.FormsWorkFlow.com 2. 3. Effective: September 1, 2012 Revised October 14, 2013 Case No.______________________________ 4. Record certified copies of your Letters of Appointment as conservator with the County Recorder's Office in each county in Arizona where the protected person owns property in order to protect title to those properties. If the protected person owns property in another state, record the Letters in the county in that state in which the property is located as well. File your formal inventory with the Court no more than 90 days after your Letters of Appointment as conservator, whether temporary or permanent, were first issued. If you are filing it without an attorney, be sure to put the case name and number on all papers you file with the Court. Keep detailed records of all receipts and expenditures you make on behalf of the protected person, including bills, receipts, bank statements, tax returns, bills of sale, promissory notes, etc. Open a separate conservatorship checking account for deposit of your protected person's income and other receipts and payment of all bills and expenses. Avoid dealing in cash and do not write checks to "cash." Unless otherwise ordered by the Court, you must establish and file a budget, pay the protected person's debts when they become due, and properly invest the protected person's assets. You may hire accountants, attorneys and other advisors to help you carry out your duties as the size and the extent of the conservatorship estate may dictate. Pursuant to Arizona Rules of Probate Procedure 33(A), you shall give written notice of the basis of any compensation as required by Arizona Revised Statutes §14-5109. Keep detailed records of the time you are spending in identifying, managing and protecting the conservatorship estate. File annual accounts with the Court. (a) Unless otherwise ordered by the Court, your first account must reflect all activity relating to the conservatorship from the date your Letters of Appointment as conservator, whether temporary or permanent, were first issued through and including the last day of the ninth month after the date your Letters of Appointment as permanent conservator were issued and must be filed with the Court on or before the first anniversary date of the issuance of your Letters of Appointment as permanent conservator. Unless otherwise ordered by the Court, all subsequent accounts shall reflect all activity relating to the conservatorship estate from the ending date of the most recent previously filed account through and including the last date of the twelfth month thereafter, and must be filed with the Court on or before the anniversary date of the issuance of your Letters of Appointment as permanent conservator. Each account must list all conservatorship property at the beginning of the account reporting period and the conservatorship property at the end of the account reporting period, and must describe all money and property received or disbursed by you during the account reporting period. As to money and property received, you must provide the date of each receipt, the source of the receipt, the purpose of the receipt, and the amount of the receipt. As to money and property disbursed, you must provide the date of each disbursement, the payee/distributee, the purpose of the disbursement, and the amount of the disbursement. With each account that you file, you also must submit a bank statement or financial account sta