If you are appointed as a conservator, you
must complete certain tasks every year that the conservatorship is in effect.
Step 1:
Mark the date you were appointed as a conservator on your personal calendar, and then make a note of that
anniversary date every year that the conservatorship is in effect.
Step 2:
Within 60 days of being appointed as conservator, go to the online
MyMNConservator (MMC) system and file an
Inventory Report. You only have to do this step one time when you are first appointed as conservator.
Tip: To save time entering information into MMC, gather details about the ward’s property and assets
before going online. As a tool, use the
Inventory Worksheet. If the ward in your case does not have certain property, you may leave those things blank. You
do NOT file that worksheet with the court because you enter the information into MMC.
Step 3:
Every year that the conservatorship is in effect,
within 60 days of the anniversary date of being appointed as a conservator, you must log onto to the MyMNConservator (MMC) system and file an
Annual Accounting. Conservators may be also required to file an original Verification of Funds on Deposit and/or Verification of Stocks and Securities with the Court (see
Guardianship/Conservatorship Forms) in paper format, so check with your local Court about requirements in your case.
Step 4:
Every year that the conservatorship is in effect,
within 30 days of the anniversary date of being appointed as a conservator, the conservator must
fill out and sign the Annual Notice of Right to Petition to Restoration to Capacity. Then you must
make copies of the completed Annual Notice of Right to Petition for Restoration to Capacity and arrange to
have copies served on the ward and all interested persons whose names are on record with the court. Service can be done by mail or in person.
Step 5:
Once service has been completed, the conservator should
fill out and sign the Affidavit of Service form included with the
Annual Notice of Right to Petition for Restoration to Capacity form. That is a sworn document that says service was completed.
Step 6:
When you submit your accounting through MyMNConservator (MMC), you will document this service for the court. Keep the affidavit for your own records. If you are not filing accounts through MMC, you will need to file the affidavit with the court.
Successor Guardian or Conservator
If the court appointed you to be a guardian and/or conservator, but you are no longer able to serve in that role, you should
consult with an attorney right away about asking the Court to appoint a Successor Guardian or Conservator by completing and filing a new
Petition for Appointment of a General Guardian or Conservator. To ask the court to discharge you from your role, you must file a Petition with the court and identify someone else who may be qualified to serve as a guardian and/or conservator.
The
court does not publish step-by-step instructions on completing and filing the Petition paperwork, but the
Conservatorship & Guardianship Manual offers basic explanations of legal terms, forms, and the court process. We strongly encourage you to
get help from an attorney.