If you are appointed as a conservator, you must complete certain tasks every year
that the conservatorship is in effect.
Mark the date you were appointed as a conservator on your personal calendar, and then make a note of that anniversary date
every year that the conservatorship is in effect.
Within 60 days
of being appointed as conservator, go to the online MyMNConservator
(MMC) system and file an Inventory Report
. You only have to do this step one time when you are first appointed as conservator.
To save time entering information into MMC, gather details about the ward’s property and assets before
going online. As a tool, use the Inventory Worksheet
. If the ward in your case does not have certain property, you may leave those things blank. You do NOT file
that worksheet with the court because you enter the information into MMC.
Every year that the conservatorship is in effect, within 60 days of the anniversary date
of being appointed as a conservator, you must log onto to the MyMNConservator (MMC) system and file an Annual Accounting.
Conservators may be also required to file an original Verification of Funds on Deposit and/or Verification of Stocks and Securities with the Court (see Guardianship/Conservatorship Forms
) in paper format, so check with your local Court about requirements in your case.
Every year that the conservatorship is in effect, within 30 days of the anniversary date
of being appointed as a conservator, the conservator must fill out and sign the Annual Notice of Right to Petition to Restoration to Capacity
. Then you must make copies
of the completed Annual Notice of Right to Petition for Restoration to Capacity and arrange to have copies served
on the ward and all interested persons whose names are on record with the court. Service can be done by mail or in person.
Once service has been completed, the conservator should fill out and sign the Affidavit of Service
form included with the Annual Notice of Right to Petition for Restoration to Capacity
form. That is a sworn document that says service was completed.
When you submit your accounting through MyMNConservator (MMC), you will document this service for the court. Keep the affidavit for your own records. If you are not filing accounts through MMC, you will need to file the affidavit with the court.
Successor Guardian or Conservator
If the court appointed you to be a guardian and/or conservator, but you are no longer able to serve in that role, you should consult with an attorney
right away about asking the Court to appoint a Successor Guardian or Conservator by completing and filing a new Petition for Appointment of a General Guardian or Conservator
. To ask the court to discharge you from your role, you must file a Petition with the court and identify someone else who may be qualified to serve as a guardian and/or conservator.
The court does not publish step-by-step instructions
on completing and filing the Petition paperwork, but the Conservatorship & Guardianship Manual
offers basic explanations of legal terms, forms, and the court process. We strongly encourage you to get help from an attorney