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Yuma County - Conservatorship of an Adult

Conservatorship of an Adult

Appointment of a Conservator

Court forms and instructions for Petitioner to file the court papers for the appointment of a permanent conservator for an adult.

pdf Preparing the First Court Papers (2.47 MB)

 Court forms and instructions for Petitioner to serve and give notice of a petition for permanent appointment of a conservator for an adult.

pdf Service and Notice of the Court Hearing (785 KB)

 Court forms and instructions for Petitioner to prepare for and attend the court hearing on a permanent appointment of a conservator for an adult.

pdf Preparing for and Attending the Court Hearing (810 KB)

 Court forms and instructions about what to do after the hearing on a permanent appointment of a conservator.

pdf What to do After the Court Hearing (894 KB)

 

Accounting

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)

 

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 Annual Conservator's Account (1.37 MB)

 

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.

pdf Final Conservator's Account (1.41 MB)

 

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 Conservator's Annual Account (1.62 MB)

 

Release of Restricted Funds

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

pdf Release of Restricted Funds (1.17 MB)

 

Transfer an Out-of-State Case in TO Arizona

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

  • There is a court-ordered guardianship and/or conservatorship for an incapacitated or protected person (also known as “the ward”) in a U.S. state other than Arizona.
  • The ward is now in Arizona or will soon relocate to Arizona.
  • You want to transfer the existing guardianship and/or conservatorship case to Arizona rather than starting a new case here. *


* NOTE: You may either file to transfer or start a new case in Arizona, but note that transferring guardianship and/or conservatorship requires ALL of the following:

  • Asking the court in the state where the case is being sent from for permission to ask Arizona to accept the case;
  • Asking the court in Arizona to issue a provisional (temporary or conditional) order accepting the case;
  • Presenting the order provisionally accepting the case from the court in Arizona to the court in the sending state and asking for final permission to transfer;
  • Presenting the final permission to transfer from the sending state to the court in Arizona and asking for a final order accepting the transfer from Arizona; and
  • Presenting the final order from Arizona accepting transfer to the court in the sending state, along with a request to terminate the case in that state.

pdf How to Transfer an Out-of-State Guardianship and/or Conservatorship Case in to Arizona (2.33 MB)

 

Termination of Guardianship and/or Conservatorship

  • A guardian and/or conservator has been appointed for a disabled adult, AND
  • The guardian/conservatorship is no longer needed and the Arizona case should be TERMINATED because:
    • the protected adult (the "Ward") died, or
    • moved out of state, or
    • is now able to conduct his or her own affairs, AND
    • the current guardian/conservator needs to be released from his or her legal duties (discharged),
      OR
  • There is still a need for a guardian and/or conservator but a person currently serving as court-appointed guardian and/or conservator needs to be "discharged" (released from his or her legal duties) because he or she:
    • is no longer able or willing to serve, or
    • should not be allowed to continue to serve.
      OR
  • You want a court order to release restricted funds or property to a disabled or protected adult.
  • Do NOT use this packet to terminate guardianship or conservatorship of a minor. Refer to separate forms and instructions to terminate or to discharge a guardian or conservator for a minor, including a minor who has turned 18.

pdf Termination of Guardianship and/or Conservatorship (663 KB)

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