Life Planning and Probate
General
- American Bar Association Commission on Law & Aging (americanbar.org)
- Legal Services for Older Adults in Utah (hsdaas.utah.gov)
- National Legal Resource Center (nlrc.aoa.gov)
Providing Legal Support to the Aging Advocacy Network - Resources for Seniors and Caregivers (utah.gov)
- U.S. Administration on Aging (aoa.gov)
- U.S. Centers for Medicare & Medicaid Services (CMS - cms.hhs.gov)
- U.S. Department of Veterans Affairs (va.gov)
- U.S. Social Security Administration (ssa.gov)
- Utah Legal Services Estate Planning (utahlegalservices.org)
Return to TopHealth Care
- Utah Advance Health Care Directive - Instructions & Forms (aging.utah.edu)
- Advance Health Care Directive Act - Utah Code §75-2a-101 to 75-2a-124
- ABA Commission on Mental & Physical Disability Law (americanbar.org)
- Bazelon Center for Mental Health Law (bazelon.org)
- Legal Guide for the Seriously Ill (americanbar.org)
Grandparents' rights
- Grandparents' visitation act: Utah Code §30-5-1 to 30-5-2
Guardianship and Conservatorship
A Guardianship is the court appointment of a person or institution to make decisions on behalf of a person who is incapacitated. A Conservatorship is the court appointment of a person or institution to handle the financial affairs for another person. A person appointed as guardian may also be appointed as conservator, or a separate conservator can be appointed.
Test for Appointment
In order to be appointed as a guardian or conservator, you must teach yourself about the responsibilities of the position. First, read "Basic Guidelines for Court-Appointed Guardians and Conservators." Then, take the test for appointment to make sure that you have understood the Guidelines. Finally, sign the "Declaration of Completion of Testing" and file it with the court. You must file the Declaration before the court can enter your order of appointment.
Taking the Test for Appointment
Click here to download the test, answer sheet and Declaration of Completion of Testing form, which you must complete and file.
-- OR --
Use OCAP, the Online Court Assistance Program, to take the test, and OCAP will prepare the required forms suitable for filing.
Terminate a Guardianship or Conservatorship
Use OCAP, the Online Court Assistance Program to generate the required reports.
Basic Guidelines for Court-Appointed Guardians and Conservators
The court is working to develop forms to request the appointment of a guardian or conservator. The Guidelines and Forms on this page will help you understand and follow the requirements for guardians and conservators after appointment.
Guardianship and Conservatorship Forms
Packets of Forms
(Note: You may need to prepare more than one copy of some forms, depending on your circumstances.)
- Manual Only -
PDF - Manual and All Forms -
PDF
- All Forms -
PDF
- Inventory -
PDF
- Annual Status Report -
PDF
- Annual Financial Accounting Report -
PDF
- Motion to Terminate Appointment -
PDF
- Motion to Change Venue -
PDF
- Motion to Change Reporting Period -
PDF
Individual Forms
- List of Forms -
PDF
- Acknowledgement of Restricted Account -
PDF
- Declaration of Completion of Testing -
PDF
- Report on Status of the Ward -
PDF
- Inventory -
PDF
- Financial Accounting -
PDF
- Notice of Right to Object -
PDF
- Certificate of Mailing -
PDF
- Motion to Terminate Appointment -
PDF
- Order to Terminate Appointment -
PDF
- Motion to Change Venue -
PDF
- Order to Change Venue -
PDF
- Motion to Change Reporting Period -
PDF
- Order to Change Reporting Period -
PDF
Statutes
- Guardianship: Utah Code §75-5-301 to §75-5-316
- Conservatorship: Utah Code §75-5-401 to §75-5-433
Court Rules
Additional Resources
- Court Visitor Volunteers
- Guardianship for Adults in Utah - a Disability Law Center Publication
- Guardianships and Conservatorships
- Guardianship of a Minor
Watch a 3-part narrated presentation describing the guardianship of a minor process: - Guardianship of a Minor Basics Class
- Guardianship of an Adult Basics Class
- Office of Public Guardian