Filing Due Dates and Covering Periods


In all conservatorships, fiduciaries must file an inventory of the assets in the conservatorship with the commissioner’s office within four months after qualification.

Conservators must file an account of the financial activities covering the first four months of administration within six months after qualification. Accounts are due annually thereafter.

The due date for filings is based upon the qualification date and may not be changed.

Copies of the approved form for a conservatorship inventory and account, together with instructions for each form, are available at the Forms link.

Original signatures by all fiduciaries are required on all filings. Endorsements in blue ink are preferred for easier verification.

Fiduciary Timeline After Qualification