Overview
MyMNConservator (MMC) is an online conservator account reporting application that allows conservators to file their inventory and annual accountings electronically. If you are thinking about becoming a conservator, please view the Guardianship and Conservatorship Educational Video.
MMC is exclusively for conservator reports. Guardians responsible for filing annual personal well-being reports must file them electronically through their attorney or on paper. Forms are available in the Court Forms section of this website.
The MMC submission process includes a statement where conservators affirm they have served the annual notice of rights. This form is available in the Court Forms section of this website.
If you are new to MMC
- The first time you log on to MMC, you will need to create your account.
- You MUST have an email address to create an account. If you do not have an email address, there are many sites available that offer free email accounts. You can search the internet to locate sites that provide these services.
- You will create your own password for your MMC account. It is important you remember your password.
Register your case
To register your case you will need to know:
- Complete case or file number (Note: All characters including dashes and all zeros must be included when you first log into the system.)
- Your name as stated on your Letters of Conservatorship.
- The anniversary date of your appointment is the date your Letters of Conservatorship were issued.
How do I designate an agent?
You may opt to have a designated agent (usually an attorney or accountant) prepare your account for you. If you are a conservator and need to designate an agent:
- Review the How-to video.
- Log into MMC and enable the designated agent feature.
- The designated agent feature is found on the My Dashboard, under the ‘Assigned to’ column, by clicking on the pencil and checking the Enable Designated Agent checkbox.
- The Designated Agent will need to connect to the case using the same registration method that you used. They will need to set up their own MMC account and connect to the case with the case number and anniversary date.
- Refer to the MMC User Manual for more information.
How can I see my transactions organized by category for my account?
Go to the “Review and Submit” tab, click on “Print.” The print preview will open. Scroll to the end of the report. There, all transactions are organized by category.
How can I make using MMC easier?
- Enabling an “auto complete,” “auto fill” or similar feature in your browser will offer matching entries to expedite entry of transactions that are entered on a regular basis. This feature may not work well on the login page.
- Entering transactions monthly or at other regular intervals throughout the year will make the job more manageable.
- Work only from your financial statements (not check registers) and compare your balances frequently.
- Stop, identify and correct any mistake as soon as your report does not agree with your financial statement.
What do I do with the personal property assets that are less than $500?
If the protected person has clothing and other household goods that individually have a value of less than $500 but combined equal or exceed $500, use the combined household goods category in personal property and enter the items together. Other “like” items may be similarly grouped to total $500 or more, for example, antiques, jewelry, collections. If the assets even combined are not worth at least $500, do not include them on your report.
I use an “auto fill” feature in my browser so I can see that my correct email is showing up, why do I get an error message when I try to sign in?
Using auto fill or auto complete features on the login page can cause error messages and may not be recognized by the program. Retype the required information in the field(s).
How do I show payments made to reduce a debt that has been identified as a financial account within my report?
Payments made from conservatorship assets must be reported as a “transfer” from the account where the funds came from to the debt account. From the Income and Expenses tab, go to the account the payment was made
from, enter a “transfer” transaction to the debt account. See further details in the
user manual.
Payments made to debts from an outside source should be entered as an income transaction directly to the debt account.
How do I indicate that my report is a final account (my appointment has ended)?
A question in the submit sequence will ask if your report is a final account. A “yes” response to this question will put the “Final” label on the account and allow you to indicate why it is a final account and insert an end date.
There is a place for the conservator to enter account numbers on the inventory, do I still need to file a confidential form 11.2?
Account numbers are masked within the program and do not appear on any reports filed with the court, thus the Rule 11 forms are not required unless you are filing other documentation containing this information with the court. Do NOT enter account numbers in any other fields in MMC. Statements that are uploaded as supporting documents in MMC are NOT filed with the court. They stay within MMC for review purposes only.
I’m changing designated agents. How do I make this change in MMC?
Disable the old agent by unchecking the box “Enable designated agent.” Allow the new agent to connect by re-enabling the designated agent feature. You do not need to wait between these steps.
I have used the ‘Miscellaneous Expense’ category 12 times and on the 13th time MMC creates an error. How can this be resolved?
You can only use ‘Miscellaneous Expense’ 12 times per annual report. Review your transactions and pick the most appropriate alternate category from the drop down.
Why can’t I see the tab to enter Income/Expenses in my report?
You are still in the Inventory report in MMC. Enter all beginning assets and submit the inventory and then you will be able to proceed with the annual accounting which provides the Income and Expenses tab.
How do I record a transfer of funds between accounts?
From the Income and Expenses tab, go to (click on) the account the money was transferred
from and click on the 'Add Transaction' button. Enter a “transfer” transaction to the ‘transfer to” account. See further details in the
user manual. You cannot make transfers from debt accounts.
You cannot edit transfers, you must delete and start over.
I entered my surety bond information on the inventory and it does not show up on the annual account, how do I edit the bond amount?
The bond question appears on each report during the submit process. If your bond information is not showing correctly, enter the correct information each time you submit a report. The court will need to change the information in the court case management system for the information to automatically show on your report. Until the court makes that change, you will need to make the addition on your account. You may follow up directly with your court if you do not see that change being made.
I am also the guardian on my case. How do I prepare my annual Personal Well-Being Report?
When I view/print my report, the entire page is not visible and/or pages are missing
This can usually be resolved within your print preview dialog box by selecting “Shrink to Fit” and/or “Shrink Oversized Pages” or similar options. For other options, consult your printer manual or help feature. The browser you use may also contribute to the problem. You could try a different browser.
How do I enter a transaction for no dollars, just cents?
Enter zero (0) in the dollar space, period and then the cents. Example: 0.27
How do I determine who the ‘interested persons” are for service of my reports?
I’ve received an automated notification reminding me of my report coming due, but I’ve already submitted my account
MMC may continue to send the reminder based on the period end date even if you’ve already submitted your account. Unless you are filing a final account, you’ve submitted your report prematurely. You should wait until after your period end date to submit your report in the future. Your report should always reflect the balances at close of business on your period end date. You need to wait until that date to confirm what those balances are on your financial statements.
When I put in an expense transaction for a check, the check number field is not visible or is barely visible.
Some browsers display the check number field too far to the right. After selecting the “check” option, [tab] to the check number field and the box will be displayed.
The fee question in the submit sequence requires an hourly fee amount. I charge a flat fee, not hourly. How do I answer this question?
Average your time to determine an approximate hourly fee and put that in your answer.
How much detail is required for reporting on-going gains and losses on investments?
It is not necessary to report monthly/quarterly gains or losses, or detailing dividends, fees, etc. for investment accounts. As long as the funds stayed within the account or portfolio even if different stocks were bought and sold, just report value changes as a net gain (Asset Appreciation) or net loss (Asset Depreciation) using the statement closest but prior to the period end date of your report. If money was distributed from the investment, report that as a transfer from the investment account to the receiving account. If money was added to the investment from another account, report that as a transfer from that account to the investment account. If dividends are issued and deposited into a financial account other than that investment account, enter those as income transactions (Investment – Dividends) in that other account.
What is required to be uploaded as supporting documentation to my report in MMC?
The minimum documentation includes financial statements for each financial account for the entire reporting period. Optional would be additional receipts, contracts, statements, memos, etc. that help explain the transactions or provide additional detail. If your account is audited, you will be contacted by someone from the Conservator Account Auditing Program (CAAP) to provide those additional documents if they are not uploaded. Someone from the Conservator Account Review Program (CARP) may also contact you to provide specific documentation related to particular questions that come up in the review of your report. Documents may be uploaded both before and after submitting the report. Documents must be in .pdf format.
My supporting documents are in .pdf format, but they will not upload. How can I resolve this?
Check the size of the document. Keeping the document at around 4MB will help ensure a successful upload. You may exceed that size slightly if you have very fast internet. The slower your internet connection, the smaller the file needs to be to prevent the upload from timing out. Split the document as necessary to reduce the size.
The court gave me an extension to file my report, why do MMC notifications continue to say the report is overdue?
Extensions from the court are not reflected in MMC. The program continues to see the report as overdue from the original due date. If you’ve gotten an extension from the court, comply with their instructions.
I was appointed first as an emergency conservator and later as a general conservator. What reports are required of me?
Unless your court has specifically instructed otherwise, the statewide best practice in this scenario is to require an inventory as of the time of the initial emergency appointment and then an accounting that continues through the one year anniversary from the general appointment. Your first accounting will cover both the emergency period and the first full year of your general appointment. If you've received other instructions from the court, comply with those instructions. Contact the helpline if the reports do not appear to be set up as the court is requiring.
Helpline: (763) 347-4437
Training
Online Conservatorship and Guardianship Training »
Help Videos
Guardianship and Conservatorship Educational Video
MMC - Login Tutorial
MMC - Inventory Overview
MMC - Annual Account overview and income and expense
MMC - Export Transactions
Find other
MMC Help videos on the on the Minnesota Judicial Branch YouTube channel.