Conservatorships



If the Circuit Court has entered an order appointing you as Conservator of an incapacitated adult ("Conservatee"), then you are required to qualify as such in the office of the Clerk of the Circuit Court. This Date of Qualification will be the basis for all due dates of your reporting requirements to the Commissioner of Accounts. If you are the Conservator for a loved one, due to mental incapacity or failing health, the responsibilities of being the primary caretaker and decision-maker for that loved one takes precedence over accounting and reporting. Many Conservators I have had the pleasure to work with are overwhelmed by the day-to-day responsibilities and oftentimes, preparing an accounting report is simply not within their capabilities due to time constraints, stress of caring for their loved ones, or the simple fact that it can be an overwhelming and confusing task. Estate Accounting Solutions is prepared to shoulder this responsibility with you. Estate Accounting Solutions can prepare the following reports for the Conservatorship:

Inventory for Incapacitated Adult

Due to the Commissioner of Accounts within 4 months of the Date of Qualification.
Inventory for Incapacitated Adult

First Account for Incapacitated Adult

Due to the Commissioner of Accounts within 6 months of the Date of Qualification covering the period from the Date of Qualification to 4 months after the Date of Qualification.
Account for Incapacitated Adult

Second (and Subsequent) Accounts for Incapacitated Adult

Due to the Commissioner of Accounts within 16 months after the ending date of the previous account, and shall cover no more than a 12-month period.
Account for Incapacitated Adult