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Annual Reporting Duties - Conservators

If you are appointed as a conservator, you must complete certain tasks every year that the conservatorship is in effect.

Step 1:
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.

Step 2:
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.

TIP: To save time entering information into MMC, gather details about the ward’s property and assets before going online. As a worksheet, use the Inventory Form #GAC13 (pp.1-3). If the ward in your case does not have certain property, you may leave those things blank. You do NOT file that form worksheet with the court because you enter the information into MMC.

Step 3:
Every year that the conservatorship is in effect, within 30 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 in paper format, so check with your local Court about requirements in your case.

Step 4:
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.

Step 5:
Once service has been completed, then the conservator must 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. You must sign that form in front of a court clerk or Notary Public. You must then file the completed Affidavit of Service with the court, but you do not have to give copies of the Affidavit to anyone else.

Step 6:
The conservator then must file the original copy of the Annual Notice of Right to Petition for Restoration to Capacity and the Affidavit of Service with the court within 30 days of the anniversary date of being appointed as conservator.

Guardianship / Conservatorship Court Forms Other Guardianship / Conservatorship Court Forms are also available on this website.

 

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