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Conservator Administration Procedure

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 during the first four months of administration within six months after qualification. Thereafter, accounts are due annually. 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 below and at the Forms Task Bar. Original signatures by all fiduciaries are required on all filings. Endorsements in blue ink are preferred for easier verification.

Fiduciary Timeline After Qualification





 



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