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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 Document PDF
  • Manual and All Forms - PDF Document PDF
  • All Forms - PDF Document PDF
  • Inventory - PDF Document PDF
  • Annual Status Report - PDF Document PDF
  • Annual Financial Accounting Report - PDF Document PDF
  • Motion to Terminate Appointment - PDF Document PDF
  • Motion to Change Venue - PDF Document PDF
  • Motion to Change Reporting Period - PDF Document PDF
Individual Forms
  • List of Forms - PDF Document PDF
  • Acknowledgement of Restricted Account - PDF Document PDF
  • Declaration of Completion of Testing - PDF Document PDF
  • Report on Status of the Ward - PDF Document PDF
  • Inventory - PDF Document PDF
  • Financial Accounting - PDF Document PDF
  • Notice of Right to Object - PDF Document PDF
  • Certificate of Mailing - PDF Document PDF
  • Motion to Terminate Appointment - PDF Document PDF
  • Order to Terminate Appointment - PDF Document PDF
  • Motion to Change Venue - PDF Document PDF
  • Order to Change Venue - PDF Document PDF
  • Motion to Change Reporting Period - PDF Document PDF
  • Order to Change Reporting Period - PDF Document PDF

Statutes

Court Rules

Additional Resources



Page Last Modified: 12/13/2013
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