Frequently Asked Questions / Answers
How often do you have to
file report of a guardian of an incapacitated adult?
Guardian reports must be filed every 6 months.
^ back to top
How often do you have to
file an account?
For supervised decedents' estates, the first
account is due one year plus one day from the date of first
publication. All subsequent accounts are due every nine months
thereafter. For other estates (guardianships of minors and
conservatorships), accounts are due annually from the date
of appointment and filing of any required bond.
^ back to top
Can I mail in my account/inventory/guardian
reports?
Yes, you may mail them to the Probate Division, but
it is preferable to file in person so that they may be reviewed
for completeness.
^ back to top
Must original bank statements
and original checks be filed with accounts?
No, copies are acceptable provided that the originals
are exhibited at the time of filing.
^ back to top
How long are Letters of
Conservatorship/Guardianship valid?
Although the letters of administration in a conservatorship/guardianship
do not have a definitive expiration date, some financial institutions
may require letters of administration to be updated or recertified
60 days after issuance. Keep in mind, however, the guardianship
of a minor terminates upon the ward's 18th birthday.
^ back to top
Can I pay bond premiums
out of minor's/ward's funds?
Yes.
^ back to top
What does the clerk's office consider in determining whether an inventory, account, report of guardian or petition for compensation is acceptable for filing?
To see the filing checklist, click here.
^ back to top
|