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Yuma County - Temporary and/or Emergency Guardianship and/or Conservatorship (6 months or less)

  2. Yuma County Forms
  3. Yuma County - Probate Matters
  4. Conservatorship Accounting and Financial Forms

Conservatorship Accounting and Financial Forms

First Conservator's Account

You may use this form if the following factors apply to your situation:

  • You have been appointed the Conservator for an adult or minor, AND
  • You have not yet completed an account as a Guardian or Conservator for this case, AND
  • You want to file court papers to have the FIRST account approved by the Court

  pdf First Conservator's Account (1.41 MB)  

 

Annual Conservator's Account

You may use this form if the following factors apply to your situation:

  • 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.

pdf Annual Conservator's Account (1.37 MB)

 

   

Final Conservator's Account

You may use this form if the following factors apply to your situation:

  • 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.

 

Simplified Conservator's Annual Account

You may use this form if the following factors apply to your situation:

  • You have been appointed the conservator for an adult or minor; AND
  • By COURT ORDER, you have been given authorization to file a simplified account; AND
  • You want to file these account papers with the Court to begin the court review of the Conservator account.

pdf Simplified Annual Account (1.62 MB)

 

Release of Restricted forms

You may use this form if the following factors apply to the following situation:

  • You have been appointed the guardian and/or conservator for a minor or adult, AND
  • The protected minor or adult's funds are in a restricted account in the bank, AND
  • You want permission from the court to use the money for something very important.

 

 

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