Adult Guardianship Periodic Reporting Requirements by State
After appointment as guardian of an adult, which condition, care-plan, property, and accounting reports must be filed with the court, when, and to whom must copies go?
Jurisdictions
48 of 51 verified so far
Statutes checked
Every entry, oldest check October 3, 2026
Columns
9 per state
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What this survey covers
An appointed guardian may need to report on an adult's condition and care, property, or both. The table separates the first filing from recurring reports, the deadline from the period covered, and the people entitled to a copy.
Why the columns differ
Texas Estates Code § 1163.001 gives a guardian of the estate an anniversary-based account deadline, while §§ 1163.101–.102 give a guardian of the person an annual condition report with a separate reporting-period clock. Florida § 744.367 uses separate default clocks for the person plan and property account, with court-directed calendar or fiscal alternatives. Washington RCW 11.130.345 sets the adult guardian's report date by court order and requires a copy for the adult and notice parties.
California Probate Code § 2351.2 requires a care plan within 120 calendar days after appointment and before a continuation or termination hearing. The estate account under § 2620 starts after the first year and recurs at least biennially. The separate care and property clocks matter when one conservator holds both roles.
New York Mental Hygiene Law § 81.31 sets May as the annual reporting month unless the court directs another time. The same Article 81 report carries personal-needs and property information according to the powers granted to the guardian.
Scope boundaries
This survey covers statutory post-appointment filings. It does not assess a proposed care choice, decide whether an accounting is adequate, or replace the appointing court's order.
State by state
Every column answered the same way for each jurisdiction. Open a state for the full page, with the statute text and the date it was checked.
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| State | Covered guardian and report types | First plan, inventory or account | Repeat interval and due date | Condition and care-plan content | Property and accounting content | Oath and required attachments | Who receives or may inspect the report | Court review and late filing | Final or change-triggered report |
|---|---|---|---|---|---|---|---|---|---|
| Alabama verified 2026-10-03 | Adult guardian: court-ordered/rule-required condition and controlled-estate report (§§ 26-2A-108(a), 26-2A-78(b)(5)); conservator: inventory and accounts (§§ 26-2A-146, -147). |
Conservator files complete inventory with oath or affirmation within 90 days after appointment (§ 26-2A-146(a)); guardian report follows order or court rule (§ 26-2A-78(b)(5)). |
Conservator accounts at least once in three years unless court directs otherwise, plus ending events; guardian's report timing follows order or court rule (§§ 26-2A-147, 26-2A-78(b)(5)). |
Guardian reports ward's condition as directed; § 26-2A-78(b)(5) does not itemize health, residence, services, or a care plan. |
Guardian reports estate in guardian's possession/control as directed; conservator inventories estate and accounts for administration (§§ 26-2A-78(b)(5), -146(a), -147). |
Conservator inventory includes oath or affirmation of completeness and accuracy; § 26-2A-147 gives no separate oath or attachment for accounts (§ 26-2A-146(a)). |
Inventory copy to protected person if practicable and at least 14, and to resident guardian or parent; conservator records available to interested persons on request (§ 26-2A-146). |
Court may require physical examination of estate with an account; allowed intermediate/final accounts follow notice and hearing. § 26-2A-147 states no automatic late-filing penalty. |
Conservator accounts on resignation/removal and end of minority or disability; if conservator dies, representative or bond sureties account. Guardian's obligation to account for ward funds/assets survives termination (§§ 26-2A-109, -147). |
| Alaska verified 2026-10-04 | Guardian: implementation and annual/event reports; conservator: implementation report, sworn inventory, annual report and directed accounts (§§ 13.26.271, .276, .505, .510). |
Guardian implementation report within 90 days after distribution of order; conservator implementation report and complete inventory on same clock (§§ 13.26.271, .505). |
Guardian report at least annually; conservator report at least every year; guardian visitor review every third year (§§ 13.26.276(a), .510). |
Guardian reports present condition, living arrangements and adult's opinion, capacity change, services, significant actions and contacts when living separately (§ 13.26.276(b)). |
Guardian accounts for estate in guardian's possession or control; conservator inventories estate and accounts on resignation, removal or court direction (§§ 13.26.276(b)(6), .505, .510). |
Conservator's opening inventory carries an oath or affirmation of completeness and accuracy so far as informed (§ 13.26.505). |
Conservator gives opening filing to capable, locatable protected person age 14 or older and resident parent/guardian; interested person may request administration records (§ 13.26.505). |
Court may hold guardian review hearing on report; conservator intermediate/final account allowance follows notice and hearing, and court may check estate (§§ 13.26.266(d), .510). |
Guardian reports on significant capacity change, resignation/removal, termination or adult's request; conservator accounts on resignation/removal and may account on end of disability (§§ 13.26.276(a), .510). |
| Arizona verified 2026-10-03 | Guardian: written condition report; conservator: estate inventory and court accounts (§§ 14-5315, 14-5418, 14-5419) |
Conservator files appointment-date asset inventory with values and recent credit report within 90 days; guardian reporting statute prescribes annual report (§§ 14-5418(A), 14-5315(A)) |
Guardian report and conservator account annually under supreme-court rules; conservator may be relieved of accounts by court order for good cause (§§ 14-5315(A), 14-5419(A)) |
Guardian reports home, visits, clinician and last visit, medical observations, major condition changes, continued need and agency services (§ 14-5315(C)) |
Conservator inventories appointment-date assets with fair market values and accounts for estate administration; on death, optional closing statement lists property and death-date values (§§ 14-5418(A), 14-5419(A), (G)(5)) |
Inventory attaches credit report dated within 90 days before filing; guardian report includes clinician report or observation summary; death-related final-account substitute is verified with death certificate, waivers and closing statement (§§ 14-5418(A), 14-5315(C)(6), 14-5419(F)–(H)) |
Guardian mails report to ward, conservator, spouse or parents, ward’s court-appointed attorney and notice-demand filers; conservator shares inventory with specified protected persons and household parent/guardian, and account allowance requires notice and hearing for listed persons (§§ 14-5315(B), 14-5418(B), 14-5419(C)) |
Court may act on accounts and inspect estate; intermediate or final account allowance requires petition, notice and hearing (§ 14-5419(B)–(D)) |
Guardian reports on resignation, substitution and end of disability; conservator accounts on end of minority or disability, with a verified closing route after death when all successors waive final accounting (§§ 14-5315(A), 14-5419(A), (F)–(I)) |
| California verified 2026-10-03 | Conservator with care powers: care plan; estate conservator: inventory and account (§§ 2351.2(a), 2610(a), 2620(a)) |
Care plan within 120 calendar days; estate inventory and appraisal within 90 days, subject to court extension (§§ 2351.2(a)(1), 2610(a)) |
Care plan before continuation/termination hearing or court-ordered update; first estate account after one year, then at least biennially (§§ 2351.2(a)(1), 2620(a)) |
Residence, care, health, medication, visits, activities, problems, financial needs and providers (§ 2351.2(b)) |
Inventory/appraisal; account summary and detailed receipts, disbursements, property, compensation and supporting statements (§§ 2610, 1061–1062, 1064, 2620(c)) |
Inventory under oath; mandatory care-plan and account forms; account statements and specified supporting documents (§§ 2610(b), 2351.2(c), 2620(a), (c)) |
Care plan delivered to conservatee, counsel and specified family; inventory delivered with objection notice; account hearing noticed (§§ 2351.2(a)(2), 2610(a), 2621) |
Court reviews care plan and accounts; care-plan penalty or removal possible; missing account triggers notice and contempt procedure (§§ 2351.2(a), (d), 2620, 2620.2) |
Final death account separates pre- and post-death periods; newly found property needs supplemental inventory; court retains account jurisdiction (§§ 2620(b), 2613, 2630) |
| Connecticut verified 2026-10-03 | Person conservator: annual condition report; estate conservator: inventory and periodic account; court review brings separate report (§§ 45a-656(c), 45a-655(a), 45a-177(a), 45a-660(c)). |
Estate conservator files fair-market-value inventory within 2 months after appointment, under penalty of false statement (§ 45a-655(a)). |
Person report at least annually; estate account at least once per 3 years unless court requires more, with annual accounts on interested-party request (§§ 45a-656(c), 45a-177(a), 45a-655(c)). |
Annual person report states condition, independence efforts and whether appointment remains least restrictive; review report addresses condition (§§ 45a-656(c), 45a-660(c)). |
Inventory values present property interests, including joint holdings; estate account rendered for court allowance, with annual accounting when required (§§ 45a-655(a), (c), 45a-177(a)). |
Inventory and periodic estate account signed under penalty of false statement; § 45a-656(c) states person-report content (§§ 45a-655(a), 45a-177(a)). |
Court directs notice of account hearings; conserved person and attorney get review-report copies; living person and attorney receive first-class notice of final-account hearing (§§ 45a-175(g), 45a-660(b)-(c)). |
Court reviews within 1 year, then at least every 3 years; conservator review report due within 45 days of request. Court may order annual estate accounts and hearing (§§ 45a-660(c), 45a-655(c)). |
Conservator files final account on termination; court audits it. Final-account allowance requires hearing and court-directed notice (§§ 45a-660(b), 45a-179(a)). |
| Delaware verified 2026-10-04 | Property guardian/conservator: verified inventory and accounts; person guardian: court-ordered report only (§§ 3921(b), 3941(a), 3943; 39A-101). |
Property guardian files verified inventory with fair-market values within 30 days after appointment; supplemental inventory within 30 days of newly found/acquired property (§ 3921(b)). |
Property account after 1 year; later as Chancery requires, no more than once in 2 years absent special occasion; person report only by court order (§§ 3941(a), 3943). |
Guardian of person reports only to the extent ordered by court; § 3941(a) states the person guardian's ordinary reporting boundary. |
Inventory fair-market values after diligent inquiry; property guardian fully accounts for money, effects and property received (§§ 3921(b), 3941(a)). |
Opening and supplemental property inventories must be verified (§ 3921(b)). |
Guardian accounts filed, adjusted and settled by appointing Court of Chancery; death-in-office representative advises court and next of kin (§§ 3942, 3941(b)). |
Chancery may excuse/extend account for cause or specified waivers; if due account missing, court cites guardian and may compel filing by attachment or imprisonment (§ 3944). |
Supplemental inventory within 30 days after other property found/acquired; deceased guardian's representative accounts within 3 months of letters; court may order property delivery at termination (§§ 3921(b), 3941(b), 3946). |
| District of Columbia verified 2026-10-04 | General/limited guardian: semiannual condition and controlled-estate report; conservator: plan, inventory, annual account and report (§§ 21-2047(a)(5), 21-2064, 21-2065; SCR-PD 328–330). |
Conservator files plan and complete sworn inventory within 60 days after appointment; guardian's first report due at six months (§§ 21-2064, 21-2065(c); SCR-PD 328(a), 329(a)). |
Guardian every six months from appointment; permanent conservator annually within 30 days after appointment anniversary (SCR-PD 328(a), 330(a)(2)). |
Guardian reports adult's condition; conservator report covers capacity change, services versus plan, significant problems, and continued need (SCR-PD 328(a), 330(c)). |
Guardian reports estate in guardian's possession or control; conservator inventories designated estate and files annual accounts with supporting records (§§ 21-2047(a)(5), 21-2064; SCR-PD 330–331). |
Guardian report signed under oath; conservator inventory sworn; conservator account attaches Form II-R report and serves certificate (SCR-PD 328(a), 329(a), 330(c)–(d)). |
Guardian report served on parties and effective notice requestors; conservator plan/inventory and accounts served on rule-listed recipients within five days before/after filing (SCR-PD 328(b), 329(b), 330(d)). |
Guardian report filed without review if unopposed; conservator accounts audited and heard; defaulted inventory/account can lead to notice and removal hearing (SCR-PD 328(c), 331(a), (c), 23). |
Guardian final report or no-assets affidavit within 60 days after termination; conservator files on capacity change, resignation/removal, termination and death (SCR-PD 328(a), 330(a), 334). |
| Florida verified 2026-10-03 | Guardian of person files plan; guardian of property files inventory and ordinarily an accounting (§§ 744.362, 744.367(3)(a), .3678(5)) |
Initial report within 60 days after letters signed: initial plan for person, verified inventory for property (§§ 744.362, .363, .365) |
Person plan: within 90 days after anniversary month, or April 1 if court requires calendar year; property account: April 1, or fourth-month first day after authorized fiscal year (§ 744.367(1)–(2)) |
Annual adult plan updates residence, medical/mental care, social condition, next-year needs and rights restoration; recent clinician report (§ 744.3675(1), (3)) |
Receipts, disbursements, property on hand and cash statements; both annual report types declare guardian remuneration (§§ 744.367(3)(a), .3678(2)) |
Opening inventory verified with cash statements; annual plan includes recent clinician report; annual account includes cash statements and retained payment proof (§§ 744.365(1), (3), .3675(1)(b), .3678(2)–(3)) |
Initial and annual reports served on adult ward unless totally incapacitated, and on ward's attorney; annual copy to others court directs (§§ 744.362(1), .367(3)(b)–(4)) |
Court approves/disapproves report; missed filing prompts file-or-show-cause order, with possible contempt and sanctions (§§ 744.367(5), .3685(1), .369(3), (5)) |
Final report promptly after court terminates guardianship; death has 45-day rule after service of administration or curatorship letters (§ 744.527(1)) |
| Georgia verified 2026-10-03 | Guardian: personal status report; conservator: inventory, property plan, and verified annual return (§§ 29-4-22(b)(9), 29-5-30, 29-5-60(a)) |
Guardian status report within 60 days after appointment; conservator inventory and property plan within two months after appointment (§§ 29-4-22(b)(9), 29-5-30(a)) |
Guardian: within 60 days after each appointment anniversary; conservator: within 60 days after each qualification anniversary, unless court changes reporting period (§§ 29-4-22(b)(9), 29-5-60(a)–(b)) |
Ward's general condition, changes, needs, all addresses and living arrangements, and recommended order changes (§ 29-4-22(b)(9)(A)–(D)) |
Inventory lists assets, liabilities, property and title; annual return gives receipts, expenditures, updated inventory and property plan, estate-condition facts, and bond amount (§§ 29-5-30(b)–(c), 29-5-60(a)) |
Conservator swears or affirms to inventory; annual return is verified; court may demand original supporting documents (§§ 29-5-30(b), 29-5-60(a), (c)) |
Guardian provides status report to ward and any conservator; conservator gives first inventory and plan to any guardian, and mails annual return to ward, any guardian, and bond surety (§§ 29-4-22(b)(9), 29-5-30(a), 29-5-60(a)) |
Court examines conservator return; absent objection, records it within 60 days; late conservator faces show-cause citation, compensation forfeiture unless court orders otherwise, and possible removal for willful continued failure (§ 29-5-60(c)–(d)) |
Guardian promptly reports condition changes possibly requiring modification or termination; dismissal petitions after termination or resignation include final status report or final conservator return (§§ 29-4-22(b)(10), 29-4-43(a), 29-5-80(a)) |
| Hawaii verified 2026-10-03 | Guardian: written condition and controlled-asset reports; conservator: estate inventory, petition for account approval and administration report (§§ 560:5-317(a), -419(a), -420(a)). |
Guardian's first report due within 30 days; conservator's detailed inventory due within 60 days after appointment order (§§ 560:5-317(a), -419(a)). |
Guardian reports at least annually and on court order; conservator reports and petitions for account approval annually unless court directs otherwise (§§ 560:5-317(a), -420(a)). |
Guardian covers condition, residences, services, visits, ward participation, institutional care plan, future care, and continuing need (§ 560:5-317(a)(1)–(7)). |
Guardian accounts for money/assets under guardian control; conservator inventories estate and reports assets, receipts, disbursements, distributions, services, budget changes and continuing need (§§ 560:5-317(a), -419(a), -420(b)). |
Conservator's inventory includes oath or affirmation of believed completeness and accuracy; reporting sections require a written guardian report and conservator petition/report (§§ 560:5-317(a), -419(a), -420(a)). |
Reports go to court; an interested person may examine and copy conservator administration records on reasonable request (§§ 560:5-317(a), -419(b), -420(a)). |
Court monitors guardian reports, may appoint kokua kanawai to review either role's report, and may order estate examination; conservator seeks court approval of accounts (§§ 560:5-317(b)–(c), -420(a), (c)). |
Conservator petitions for account approval and reports on resignation, removal or termination, and when court directs; guardian reports whenever court orders (§§ 560:5-317(a), -420(a)). |
| Idaho verified 2026-10-03 | Guardian: sworn annual status report; conservator: sworn inventory, periodic and final accounts (§§ 15-5-312(1)(e), 15-5-419(1); Ct. Admin. R. 54.2–54.3). |
Conservator inventory due within 90 days; if petition's financial details are incomplete, conservator supplies plan with that inventory (§§ 15-5-419(1), 15-5-404(c)). |
Guardian report and conservator account at least annually; each due within 30 days after appointment anniversary under court rules (§§ 15-5-312(1)(e), 15-5-419(1); Ct. Admin. R. 54.2(A), 54.3(A)). |
Guardian report states mental, physical, social condition, residence, services, visits, capacity changes and continuing need (Ct. Admin. R. 54.2(C)). |
Conservator inventory states assets, value and encumbrances; account lists receipts, payments and ending net assets; guardian accounts to conservator for funds spent (§§ 15-5-312(1)(f), 15-5-419(1); Ct. Admin. R. 54.3(D)–(E)). |
Guardian report and conservator inventory/account sworn; supporting documentation accompanies conservator report unless stated reasons justify withholding and records remain available on request (§§ 15-5-312(1)(e), 15-5-419(1); Ct. Admin. R. 54.3(C)). |
Guardian and conservator provide report copies as court orders; conservator's supplemental financial plan with inventory goes to interested persons and notice requesters (§ 15-5-404(c); Ct. Admin. R. 54.2(B), 54.3(B)). |
Court may physically check conservator estate; willful nonfiling after written notice and two-month grace may lead to fine up to $5,000 (§ 15-5-419(1)–(2)). |
Guardian report on resignation/removal and usually termination; conservator account with resignation/termination petition and final account within 30 days of removal; changed financial plan filed with next report (Ct. Admin. R. 54.2(A), 54.3(A); § 15-5-404(c)). |
| Illinois verified 2026-10-03 | Person guardian: court-directed condition report; estate guardian: verified inventory and account (§§ 11a-17(b), 14-1(a), 24-11(a)) |
Estate inventory within 60 days after letters; first estate account within 30 days after first year ends, unless court extends; person report if directed (§§ 14-1(a), 24-11(a), 11a-17(b)) |
Person reports at court-set intervals; estate accounts when court requires, or within 30 days after 3 years from preceding account if no time set (§§ 11a-17(b), 24-11(a)) |
Condition, residences and stays, services, visits, continuation recommendation, and requested information (§ 11a-17(b)) |
Inventory covers known real and personal estate and claims; account states receipts, disbursements and personal estate on hand (§§ 14-1(a)–(b), 24-11(a)) |
Inventory and account verified; court may require evidence of disbursements and assets held (§§ 14-1(a), 24-11(a)) |
Final-account hearing notice to living ward and others court directs; Veterans benefit accounts require regional-office notice/copy 10 days before hearing (§ 24-11(b)) |
Court may act on person report and demand estate-account proof; ordered inventory/account nonfiling can support removal (§§ 11a-17(b), 24-11(a), 23-2(a)(7)) |
Estate account within 30 days after office ends, unless court extends; supplemental inventory within 60 days of later-discovered property (§§ 24-11(a), 14-1(a)) |
| Indiana verified 2026-10-03 | Guardian of person, property or both: property inventory when property is controlled; written verified administration account includes condition and continued-need report (§§ 29-3-9-5(a), -6(a), (c)) |
Property inventory with oath or affirmation within 90 days after ordinary guardian appointment; temporary guardian within 30 days (§ 29-3-9-5(a)) |
Unless court directs otherwise, verified account at least biennially within 30 days after appointment anniversary; also within 30 days after termination (§ 29-3-9-6(a)) |
Account gives current residence and condition and circumstances, with specific showing of continued necessity and less restrictive alternatives considered or used (§ 29-3-9-6(c)) |
Inventory covers property under guardian control; account covers administration; court sets information standards for qualifying low-asset or person-only accounts (§§ 29-3-9-5(a), -6(a), -6.5(a)–(b)) |
Inventory includes oath or affirmation of believed completeness and accuracy; administration account is written and verified (§§ 29-3-9-5(a), -6(a)) |
Inventory copy to protected person age 14 or older and specified household/court persons; filing notice to petition-hearing notice recipients; account hearing notice to protected person or alternative family representative, estate representative after death, and others court directs (§§ 29-3-9-5(a), -6(d)) |
Court hears verified accounts and gives objection notice; interim approval may be ex parte but remains reviewable until final settlement approval after notice and hearing (§ 29-3-9-6(d), (f)–(g)) |
Final verified account within 30 days after appointment termination; discharge follows proper receipts or other evidence of property delivery (§ 29-3-9-6(a)(2), (h)) |
| Iowa verified 2026-10-03 | Guardian: verified initial care plan, annual and final reports; conservator: verified financial plan with inventory, annual report/account and final report (§§ 633.669(1), 633.670(1)-(4)). |
Guardian care plan within 60 days; conservator financial management plan and attached inventory within 90 days of appointment (§§ 633.669(1)(b), 633.670(1)-(2)). |
Guardian annual report within 60 days after reporting period closes, subject to good-cause court order; conservator files verified report annually (§§ 633.635(1), 633.669(1)(c), 633.670(3)). |
Guardian plans and reports residence, health and services, family/social contact, visits, next plan and continuing need; 2026 act adds adult's life-sustaining-treatment and hospice wishes (§ 633.669(1)(b)-(c); HF 2305 §§ 18-19). |
Conservator plan includes budget, debts, expenses, assets and management; annual report includes receipts, expenditures, next budget and asset plan; account covers balances, investments, bond and condition (§§ 633.670(1)(d)-(e), (3), 633.671). |
Guardian reports and conservator plan, annual and final reports verified; conservator inventory has oath or affirmation and plan filing includes will if applicable (§§ 633.669(1), 633.670(1)(c), (2)-(4)). |
Conservator sends initial plan and inventory to protected person, attorney and visitor if any, plus court-directed recipients; veterans administration receives required conservator reports for benefits recipients; final account notice goes to person or representative (§§ 633.670(1)(g), (2), (5), 633.677). |
Judge or referee reviews and approves guardian reports; court reviews initial conservator plan/inventory, settles accounts, and clerk reports delinquent filings after notice and 60 days (§§ 633.669(4), 633.670(1)(h), (2), 633.674, 633.32). |
Guardian final report within 30 days after termination unless extended; conservator final report due on removal, resignation, termination or court order at statutory times; later-discovered assets go in next annual report (§§ 633.669(1)(d), 633.670(2), (4)). |
| Kansas verified 2026-10-03 | Guardian: initial or revised care plan, annual and event-triggered reports; conservator: plan, inventory, annual and departure/termination accounts (§§ 59-30,156–157, 59-30,180–182). |
New appointments: guardian care plan, conservator financial plan and sworn estate inventory within 60 days; pre-2026 cases need a plan only if ordered (§§ 59-30,156(a), 59-30,180(a), 59-30,181(a), 59-30,211(b)). |
Guardian report at least annually and as court directs; conservator report annually unless court directs otherwise, plus court-directed reports; statute gives no fixed calendar due date (§§ 59-30,157(a), 59-30,182(a)). |
Guardian plan covers living arrangements, services, social contact, visits and goals; annual report covers condition, care, visits, participation, future support and continuing need (§§ 59-30,156(a), 59-30,157(b)). |
Guardian reports account for controlled property and, if financially authorized, full estate transactions; conservator plan budgets fees/resources, inventory identifies title and beneficiaries, and report accounts for assets and transactions (§§ 59-30,157(a), (b)(10), 59-30,180(a), 59-30,181(a), 59-30,182(b)(1)). |
Conservator inventory includes completeness oath or affirmation; report includes feasible redacted financial statements and bond renewal copy; guardian report includes most recently approved plan (§§ 59-30,181(a), 59-30,182(b)(5), (9), 59-30,157(b)(11)). |
Plans and copies go to adult, attorney and order-designated recipients on filing; guardian and conservator reports and copies within 14 days after filing; inventory notice within 14 days (§§ 59-30,156(b), 59-30,157(e), 59-30,180(b), 59-30,181(b), 59-30,182(d)). |
Court reviews plans and each guardian/conservator report at least annually; it may require information or hold a hearing if duties appear unmet (§§ 59-30,156(d), 59-30,157(f)–(g), 59-30,180(d), 59-30,182(e)–(f)). |
Plans updated for significant change or major deviation; guardian files special report for specified residence, health, death and other events; conservator reports on resignation, removal or termination (§§ 59-30,156(a), 59-30,157(c), 59-30,180(a), 59-30,182(a)). |
| Louisiana verified 2026-10-03 | Affairs curator: annual account; person curator: annual location/condition report; combined role carries both (§ 4569(A)). |
Court orders inventory/appraisement or detailed descriptive list on curator application; sworn property list permitted instead of inventory unless court orders otherwise (§§ 4563(A)-(B), 4101(A)). |
Both filings annually, on ending of office/responsibility, and when court orders; § 4569(A) gives no fixed calendar due date. |
Person report describes interdict's location and condition; § 4569(A) gives no itemized care-plan list. |
Affairs account shows opening property, receipts/revenue, disbursements/dispositions and ending property through cross-referenced account rules (§§ 4569(A), 4393, 3333). |
Substitute detailed descriptive property list is sworn and subscribed, with fair market value by item; § 4569(A) does not prescribe an oath for the annual report (§ 4563(B)). |
At filing, mail required account/personal-report copies first class, postage prepaid, to undercurator and successor curator (§ 4569(A)). |
Court may appoint examiner to review report/account; late account cost falls on curator through cross-referenced Article 4398 (§§ 4569(A)-(B), 4398). |
Affairs account on termination of curator's office; person report on termination of responsibilities; court may order either at another time (§ 4569(A)). |
| Maine verified 2026-10-03 | Adult guardian: care/controlled-property report; conservator: estate plan, inventory, annual administration report and accounting (§§ 5-316(1), 5-317(1), 5-419(1), 5-420(1), 5-423(1)–(2)). |
Guardian care plan and conservator estate plan accompany appointment petitions; conservator inventory due within 90 days after appointment (§§ 5-316(1), 5-419(1), 5-420(1)). |
Guardian reports at least annually; conservator reports annually unless court directs otherwise; older-case exceptions apply (§§ 5-317(1), (8), 5-423(1), (9)). |
Guardian reports condition, residence, supports, visits, participation, facility plan, prior-plan deviations, future care and continuing need (§ 5-317(1)(A)–(G), (K)–(M)). |
Guardian accounts for controlled money/property; conservator lists estate property, receipts, disbursements, liabilities, distributions, services and plan deviations (§§ 5-317(1), 5-423(2)(A)–(D)). |
Conservator inventory includes oath/affirmation; annual report attaches most recent approved plan and feasible financial statements with specified digits redacted (§§ 5-420(1), 5-423(2)(C), (E)). |
Report and copy go to adult and statutory/order notice recipients within 14 days; inventory filing notice has same 14-day clock; conservator records available on reasonable request (§§ 5-317(3), 5-420(2)–(3), 5-423(4)). |
Court reviews reports at least annually and may seek information, appoint visitor or consider removal/termination on suspected noncompliance (§§ 5-317(4)–(5), 5-423(5)–(6)). |
Conservator reports on resignation, removal or termination; guardians/conservators file revised plans after changed circumstances or significant planned departure (§§ 5-316(1), 5-419(1), 5-423(1)). |
| Maryland verified 2026-10-03 | Person: condition and guardianship report (§ 13-708(b)(8)); property: inventory and fiduciary account (§ 13-209; Md. Rules 10-707, 10-708 forms). |
Property inventory within 60 days after appointment, unless court directs otherwise (Md. Rule 10-707 form); no separate person plan in § 13-708(b)(8). |
Person statute: annual or biannual; Judiciary form: each year within 60 days after appointment anniversary unless court directs otherwise. Property account: annually within 60 days after anniversary unless court directs otherwise (§ 13-708(b)(8); Md. Rules forms). |
Person report covers present residence, health status, future well-being plan, and need to continue, end, or alter guardianship (§ 13-708(b)(8)). |
Inventory lists assets, liabilities, and monthly income; account shows period-end estate, liabilities, income, disbursements, and changed assets (Md. Rules 10-707, 10-708 forms). |
Judiciary forms contain perjury affirmations; property forms request supporting statements and value documents (Md. Rules 10-707, 10-708 forms). |
These cited reporting provisions and forms address filing with the court; recipients beyond the court depend on the governing order and rules (§§ 13-708(b)(8), 13-209). |
Court renews, holds a hearing, or discontinues person guardianship after reviewing the report; the cited statute gives no automatic late-filing outcome (§ 13-708(b)(8)). |
Property form serves as final account on termination, resignation, or removal; person report asks whether powers or guardianship should change (§ 13-708(b)(8); Md. Rule 10-708 form). |
| Massachusetts verified 2026-10-03 | Guardian: condition and controlled-assets report; conservator: inventory, court-directed plan and estate account (ch. 190B, §§ 5-309(b), 5-416(c), 5-417(a), 5-418) |
Guardian first report within 60 days of appointment; conservator sworn inventory within 90 days of qualification; court may order conservator plan (ch. 190B, §§ 5-309(b), 5-416(c), 5-417(a)) |
Guardian report at least annually and as court orders; conservator account at least annually unless court directs otherwise, also at other court-directed times (ch. 190B, §§ 5-309(b), 5-418(a)) |
Guardian reports condition, all residences, services, visits, participation, institutional plan, future care and continued need (ch. 190B, § 5-309(b)) |
Guardian accounts for funds and assets possessed or controlled; conservator account lists prior balance, receipts, disbursements, distributions, ending assets, services and recommended plan/scope changes (ch. 190B, §§ 5-309(b), 5-418(c)) |
Conservator inventory includes oath or affirmation of believed completeness and accuracy; guardian and conservator report provisions describe required content (ch. 190B, §§ 5-417(a), 5-309(b), 5-418(c)) |
Conservator gives inventory to protected person age 14 or older and household guardian or parent; interested persons may inspect administration records; petition for complete account settlement requires notice to all interested persons (ch. 190B, §§ 5-417(a)–(b), 5-418(b)) |
Court monitors guardian reports and conservator accounts; may appoint guardian ad litem to review guardian report or unrepresented account interests; account objections and settlement follow statutory notice and hearing process (ch. 190B, §§ 5-309(c)–(d), 5-418(d)–(f)) |
Guardian immediately notifies court if adult regains previously limited rights; conservator accounts on resignation, removal or end of disability, and final allowance addresses unsettled liabilities (ch. 190B, §§ 5-309(a), 5-418(a)) |
| Michigan verified 2026-10-03 | Guardian: condition and controlled-estate report; conservator: opening inventory and periodic accounts (§§ 700.5314(j), 700.5417(1), 700.5418(1)) |
Conservator inventory within 56 days after appointment, or another court-rule period; guardian report on court-set schedule, at least annually (§§ 700.5417(1), 700.5314(j)) |
Guardian reports at least annually as court requires; conservator accounts at least annually unless court directs otherwise, and when otherwise directed (§§ 700.5314(j), 700.5418(1)) |
Guardian reports condition and changes, living arrangements, treatment and services, visits, continued need, and any standby guardian's willingness (§ 700.5314(j)) |
Guardian reports estate within own control and accounts to conservator for amounts spent; conservator inventories the estate and accounts for its administration (§§ 700.5314(j), (k), 700.5417(1), 700.5418(1)) |
Conservator inventory includes oath or affirmation of completeness and accuracy; records must be kept and exhibited on interested-person request (§ 700.5417(1)–(2)) |
Guardian serves report on ward and rule-specified interested persons; conservator gives inventory and account to locatable protected person age 14 or older and rule-specified interested persons (§§ 700.5314(j), 700.5417(1), 700.5418(2)) |
Court may require a physical estate check with an account; allowance after notice and hearing adjudicates covered liabilities; resignation requires guardian-report approval (§§ 700.5418(1), 700.5310(1)) |
Guardian resignation requires filed, approved report; conservator accounts on resignation/removal and at end of disability or minority; guardian reports additional cash/property discovered without conservator (§§ 700.5310(1), 700.5418(1), 700.5319(2)) |
| Minnesota verified 2026-10-03 | Guardian: condition report (§ 524.5-316(a)); conservator: inventory and estate reports (§§ 524.5-419(a), 524.5-420(a)). |
Conservator files detailed inventory with oath or affirmation within 60 days after appointment (§ 524.5-419(a)); guardian's condition report follows the annual/court-ordered schedule (§ 524.5-316(a)). |
Guardian at least annually and on court order; conservator annually unless court directs otherwise. These sections leave the specific annual filing date to the case (§§ 524.5-316(a), 524.5-420(a)). |
Guardian reports mental, physical and social condition; residences; contact restrictions; services and adequacy; and continuing need or scope changes (§ 524.5-316(a)). |
Conservator reports controlled assets and period receipts, disbursements and distributions, plus contact details (§ 524.5-420(b)-(c)). |
Inventory includes oath or affirmation of completeness and accuracy; the cited recurring-report section states content rather than a separate oath (§§ 524.5-419(a), 524.5-420(b)). |
Copies of guardian and conservator reports to the subject and interested persons of record; conservator records available on reasonable request to the court and specified persons (§§ 524.5-316(a), 524.5-419(b), 524.5-420(a)). |
Court monitors and may appoint a visitor; annual report more than 60 days overdue triggers show-cause order; failure may support removal or later appointment refusal (§§ 524.5-316(f)-(h), 524.5-420(g)-(j)). |
Conservator reports on resignation, removal or termination; both roles report specified disciplinary/legal events within 30 days; death triggers conservator final-report procedure (§§ 524.5-316(b), 524.5-420(a), (d), 524.5-431(b)). |
| Mississippi verified 2026-10-03 | Guardian: court-required care plan and change-triggered well-being report; conservator: inventory, court-required plan, annual report/account and final account (§§ 93-20-315–316, -419–420, -423). |
Guardian and conservator plans, if required, due within 90 days of appointment order or order to file; conservator inventory within 90 days of appointment unless waived (§§ 93-20-315(1), -419(1), -420(1)). |
Guardian report follows a significant change or proposed major plan deviation and court order, due within 90 days of that order; conservator reports annually unless court directs otherwise, subject to § 93-20-423(11) relief (§§ 93-20-316(1), -423(1), (11)). |
Guardian plan covers residence, services, social contact, visits and goals; well-being report covers condition, living arrangements, services, visits, participation, future care and continued need (§§ 93-20-315(1), -316(2)). |
Guardian report accounts for property under guardian control; conservator plan has budget and expected fees; account lists estate property, receipts, disbursements, liabilities and distributions (§§ 93-20-316(1), -419(1), -423(2)). |
Conservator inventory carries completeness oath/affirmation; guardian well-being report includes latest approved plan and court-required photographs; court may request redacted financial statements with conservator report (§§ 93-20-420(1), -316(2), -423(3)). |
Guardian plan/report copies go to adult, spouse, parents, children and court-set persons within 14 days; conservator plan/report copies go to ward, § 93-20-411(5) or court-order notice recipients and court-set persons within 14 days; inventory filing notice follows same interval (§§ 93-20-315(2), -316(4), -419(2), -420(2), -423(5)). |
Court monitors guardian reports and reviews each at least annually; conservator petitions for report approval and court may review annually, request records or hold a hearing if duties appear unmet (§§ 93-20-316(5)–(7), -423(1), (4), (6)–(7)). |
Required plans are revised within 90 days after material change or planned deviation; guardian change report follows court order; conservator report is also due on resignation, removal or termination, with final account even if annual accounts were excused (§§ 93-20-315(1), -316(1), -419(1), -423(1), (11)). |
| Missouri verified 2026-10-03 | Guardian or limited guardian: annual personal-status and care-plan report; conservator: inventory, annual settlement when court requires and final settlement (§§ 475.082(2), 475.145, 475.270, 475.290) |
Conservator inventory/appraisement follows decedent-estate rules: within 30 days after letters unless court grants longer; includes joint property, insurance, income and nonprobate beneficiaries (§§ 475.145, 473.233(1)) |
Guardian report annually on anniversary of letters; conservator settlement annually or more often if court requires, at court-fixed time within 60 days after appointment anniversary (§§ 475.082(2), 475.270(1)) |
Guardian reports addresses, contacts/visits, medical visit, condition changes, treatment plan, continued need and next-year plan (§ 475.082(2)) |
Conservator settlement details estate status, receipts, disbursements, funds on hand, services, compensation, continued need and coming-year plan; regular settlements follow decedent-estate accounting form (§§ 475.270(2)–(4), 473.543(1)) |
Guardian uses court-prescribed report form; conservator settlement following decedent-estate rules has supporting vouchers or other documentation for qualifying expenditures and securities/deposit verification (§§ 475.082(2), 475.270(2), 473.543(1), 475.275(1)) |
Guardian files personal-status report with court; final settlement copy and written hearing notice go to protectee or statutory successor at least 20 days before settlement (§§ 475.082(2), 475.290(1)) |
Court reviews adult status at least annually; may investigate and hold hearing on apparent fiduciary failure, with removal or termination among possible orders; court examines final account (§§ 475.082(1), (3)–(5), 475.290(3)) |
Conservator final settlement within 90 days after authority ends, subject to statutory exception, with advance copy and notice; court appoints counsel to seek termination/restoration if review indicates incapacity or disability ended (§§ 475.290(1), 475.082(4)) |
| Montana verified 2026-10-04 | Full guardian: condition and controlled-estate report; limited guardian: court/rule-set report; conservator: inventory and accounts (§§ 72-5-321, 72-5-424, 72-5-438). |
Conservator files complete estate inventory within 90 days after appointment (§ 72-5-424(1)); guardian's reporting follows § 72-5-321 and the order. |
Full guardian: annually for preceding year unless court waives; limited guardian: as court/rule requires. Conservator: at least annually unless court directs otherwise (§§ 72-5-321(1), (2)(e), 72-5-438(1)). |
Guardian reports the adult's condition; limited guardian's report follows court order or rule (§ 72-5-321(1), (2)(e)). |
Guardian reports estate in possession/control; conservator inventories complete estate and accounts for trust administration (§§ 72-5-321(1), (2)(e), 72-5-424(1), 72-5-438(1)). |
Conservator's inventory carries oath or affirmation of accuracy so far as informed (§ 72-5-424(1)). |
Full guardian serves report on parent, child or sibling with effective notice request; conservator gives inventory copy to qualifying adult and co-resident parent/guardian; administration records shown on interested person's request (§§ 72-5-321(2)(e), 72-5-424). |
Clerk-determined missing guardian annual report: court orders filing and good cause; conservator accounts may be allowed after notice and hearing (§§ 72-5-321(3), 72-5-438(2)). |
Conservator accounts on resignation/removal and on end of disability to court or formerly protected person/successors; guardian's termination leaves duty to account for funds/assets (§§ 72-5-438(1), 72-5-324(2)). |
| Nebraska verified 2026-10-03 | Guardian: annual person report and, with estate control, inventory/account; conservator: inventory and annual account (Neb. Rev. Stat. §§ 30-2628(4), (6), 30-2647–2648; Ct. R. § 6-1442). |
Court rule calls for guardian or conservator estate inventory within 30 days of appointment with oath/affirmation; statute requires guardian inventory if no conservator, and conservator inventory in all cases (Neb. Rev. Stat. §§ 30-2628(4), 30-2647; Ct. R. § 6-1442(A)). |
Guardian condition report at least yearly; conservator annual account; estate-controlling guardian's account due within 30 days after first appointment year and annually thereafter unless court orders otherwise (Neb. Rev. Stat. §§ 30-2628(6), 30-2648; Ct. R. § 6-1442(B)). |
Guardian reports the ward's condition and any estate in guardian's possession/control; statute allows interested-person comments for 30 days after report filing (Neb. Rev. Stat. § 30-2628(6)). |
Estate-controlling guardian and conservator account annually, with updated inventory; bank and brokerage statements go to court unless waived for good cause (Neb. Rev. Stat. §§ 30-2628(4), 30-2647–2648; Ct. R. § 6-1442(B)). |
Inventory includes completeness oath/affirmation; account carries updated inventory, bank/brokerage records and mailing certificate, subject to rule exceptions (Neb. Rev. Stat. §§ 30-2628(4), 30-2647; Ct. R. § 6-1442(A)–(B)). |
Initial inventory and annual accounts mailed to interested persons with objection notice and mailing certificate; annual guardian report mailing certificate required; bank statements generally stay with court (Neb. Rev. Stat. §§ 30-2628(4), 30-2647; Ct. R. § 6-1442(A)–(C)). |
Court reviews reports/accounts and can hold hearing; inventory or accounting 30 days overdue triggers show-cause hearing on possible removal (Neb. Rev. Stat. § 30-2628(6); Ct. R. § 6-1442(A), (F)–(G)). |
Conservator accounts on resignation/removal and may settle at end of disability with court or former protected person/representative; newly found assets over $500 trigger 30-day notice form (Neb. Rev. Stat. § 30-2648; Ct. R. § 6-1442(E)). |
| Nevada verified 2026-10-03 | Person guardian: written condition and duties report; estate or property-managing special guardian: verified inventory and account (§§ 159.081(1), 159.085(1), 159.177(1)). |
General or special estate guardian files verified inventory within 60 days of appointment unless court allows more time; later property goes into supplemental inventory within 30 days or next account (§ 159.085(1), (5)-(6)). |
Person report annually within 60 days after appointment anniversary; estate account same clock, subject to court-ordered different interval for good cause; court reviews guardianship annually (§§ 159.081(1)(a), 159.177(1)(a), 159.176). |
Person report states physical condition, residence, household members where required, and why less restrictive alternatives are not considered; secured-facility move report includes written recommendation (§ 159.081(2)-(3)). |
Estate account states period, opening and closing assets, cash receipts and itemized disbursements, claims, and property changes including income; receipts or vouchers kept for inspection (§ 159.179(1)-(4)). |
Estate inventory and accounts verified; inventory carries guardian's oath; supporting receipts or vouchers filed only if court orders, and secured-facility move report includes written recommendation (§§ 159.085(1), (3), 159.177(1), 159.179(4), 159.081(2)). |
Inventory copy and filing notice served on adult, attorney and guardian ad litem; estate account served on adult if living and attorney; secured-facility report served on adult and attorney, subject to court waiver of adult service (§§ 159.085(4), 159.177(2), 159.081(2), (6)). |
Court reviews guardianship yearly; hearing on person report or order is not required; interested persons may object to account. For willful report/account nonfiling after written notice and 2-month grace, penalty may reach $5,000 (§§ 159.176, 159.081(5), 159.181(1)-(2), 159.345). |
Person guardian reports secured-facility move within 10 days. Estate guardian accounts when resigning, within 30 days of removal, and within 90 days of termination or death, unless extended where stated (§§ 159.081(1)(b), 159.177(1)(b)-(d)). |
| New Hampshire verified 2026-10-03 | Person guardian: annual care report; estate guardian: inventory and annual sworn account; voluntary property conservator follows estate-guardian law (§§ 464-A:13, :15, :22, :35–:36). |
Estate guardian makes inventory under probate inventory rules; general fiduciary rule sets 90 days after appointment (§§ 464-A:22; 554:26-a(I)). |
Person report and estate account due within 90 days after each appointment anniversary, subject to court findings excusing the filing (§§ 464-A:25(I)(c), :26(V), :35(I), :36(I)). |
Person report covers medical changes, major treatment, placement or supports, living changes, well-being plan and continued need (§ 464-A:35(I)). |
Estate account lists property received/remaining/invested, investments, disbursements and expenses; court may request securities and records (§ 464-A:36(II)). |
Estate account filed under oath; estate guardian certifies account-copy and notice delivery to court; ward-death final filing includes death certificate (§§ 464-A:36(I), (IV), :40(III)). |
Person report copy goes to ward; estate account and objection notice go to ward and parties of record; court may send person report to designee (§§ 464-A:35(II), :36(III)–(IV)). |
Clerk sends default notice and citation; account may be approved absent specific objection within 30 days; court may compel filing and impose statutory sanctions after process (§§ 464-A:35(I), :36(I), (III), :37). |
Estate guardian files final account within 90 days after termination or as ordered; person guardian sends death certificate within 30 days after ward's death; court may require final account on resignation/removal (§§ 464-A:39(VI), :40(III)–(IV)). |
| New Jersey verified 2026-10-03 | Person guardian: annual well-being report; estate guardian: opening inventory and annual financial report unless judgment waives or changes them; separate formal account (§ 3B:12-42; R. 4:86-6(e)(2)–(4); § 3B:17-3) |
Estate guardian files and serves inventory within 90 days of appointment unless judgment expressly waives it; formal first account may be within one year or as practicable (R. 4:86-6(e)(2); § 3B:17-3) |
Well-being and financial reports annually unless judgment specifies otherwise or waives them; formal account settlement at court-required intervals (R. 4:86-6(e)(3)–(4); § 3B:17-3) |
Current condition, addresses, services, visits, decision participation, institutional plan if applicable, future care, and continued need (§ 3B:12-42(a)) |
Inventory lists property and income; financial accounting report uses prescribed form; separate person guardian accounts to estate guardian for funds spent (R. 4:86-6(e)(2)–(3); § 3B:12-40) |
Inventory is under oath; rule-prescribed inventory and report forms; asset lists and annexed writings become part of formal account (§§ 3B:16-8, 3B:17-7; R. 4:86-6(e)(2)–(4)) |
Estate inventory served on all interested parties; reports filed with Surrogate; formal account-allowance judgment follows due notice (R. 4:86-6(e)(2)–(4); § 3B:17-8) |
Surrogate notifies court and guardian on untimely reports; court may appoint report reviewer; allowed formal account has stated preclusive effect (R. 4:86-6(f)(5)(B); §§ 3B:12-42(b), 3B:17-8) |
Major status/health change or death: Surrogate advised within 30 days; death certificate within seven days of receipt; final account before ordered distribution (R. 4:86-6(e)(5); §§ 3B:12-64(d), 3B:12-63) |
| New Mexico verified 2026-10-03 | Guardian of incapacitated adult: initial and annual condition reports; conservator: estate inventory, annual report/account and departure/termination report (§§ 45-5-314(A), 45-5-418(A), 45-5-409(A)). |
Guardian initial report within 90 days after appointment; conservator complete inventory with oath/affirmation within 90 days (§§ 45-5-314(A), 45-5-418(A)). |
Each files annually within 30 days after appointment anniversary; guardian extension capped at 60 days, conservator extension court-set; court may demand more frequent reports (§§ 45-5-314(A), (D), 45-5-409(A), (C)). |
Guardian reports progress, health, medical/dental care, residence, education, employment, habitation, exercise of powers and continuing need; conservator reports progress, condition, exercise of powers and continuing need (§§ 45-5-314(A), 45-5-409(A)). |
Conservator files complete estate inventory and annual account; guardian with § 45-5-312(B)(4) power reports financial decisions; court may physically check conservator-controlled property (§§ 45-5-418(A), 45-5-409(A), (E), 45-5-314(A)). |
Conservator inventory carries completeness oath/affirmation; guardian and conservator reports must substantially comply with supreme-court-approved forms; current clinician report may supply physical/mental descriptions (§§ 45-5-418(A), 45-5-314(A)–(B), 45-5-409(A)–(B)). |
Copies to appointing judge or successor, incapacitated person and opposite fiduciary if any; inventory copy to protected person if locatable, 14 or older and able to understand, and residential parent/guardian; VA gets benefits account (§§ 45-5-314(A), 45-5-409(A), (F), 45-5-418(B)). |
Guardian reports reviewed by court review division; conservator reports sent to state auditor within five business days for audit screening; court may fine either fiduciary $25/day overdue, and cannot waive annual filing (§§ 45-5-314(A), (C)–(D), 45-5-409(C)–(D), (H)). |
Conservator reports and accounts on resignation, removal or termination; guardian gives court notice on adult death and remains responsible to account for the adult’s funds/assets (§§ 45-5-409(A), 45-5-306). |
| New York verified 2026-10-03 | Article 81 guardian: initial and annual reports; property and personal-needs parts follow granted powers (§§ 81.30–.31) |
Initial report within 90 days after commission; verified inventory and management plan if property powers, care plan if personal-needs powers (§ 81.30(a)–(c)) |
Annual report in May, or another time on court motion/order; court may order an intermediate report (§§ 81.31(a), 81.33(a)) |
Residence, health/medication changes, recent functional evaluation, and personal-needs treatment and social plan (§ 81.31(b)(2)–(6)) |
Initial verified property inventory; annual SCPA-form property information and any earnings from adult's services (§§ 81.30(b), 81.31(b)(7)–(8)) |
Initial property inventory verified; guardian training proof with initial report; annual recent clinician/social-worker evaluation (§§ 81.30(a)–(b), 81.31(b)(5)) |
Initial report to adult, court examiner and specified others; annual copy to adult, examiner and facility when applicable (§§ 81.30(e)–(i), 81.31(c)–(d)) |
Examiner reviews reports; missed filing prompts 15-day demand, then possible court order, reduced compensation or removal (§ 81.32(a), (c)) |
Final report on death/removal/suspension/discharge/resignation of guardian; power-change facts in reports require application within 10 days (§§ 81.30(d), 81.31(e), 81.33(b)) |
| North Carolina verified 2026-10-03 | Person guardian: status report mandatory for corporation or disinterested public agent, otherwise as clerk orders; estate/general guardian: inventory, annual and final accounts (§§ 35A-1242(a), 35A-1261, 35A-1264, 35A-1295(b)) |
Covered person guardian reports within six months of appointment; estate/general guardian inventories within three months, extendable to six for good cause (§§ 35A-1242(a), 35A-1261) |
Covered person guardian: second report one year after appointment, then annually; estate/general guardian: account within 30 days after selected fiscal year closes, then yearly (§§ 35A-1242(a), 35A-1264) |
Recent medical/dental exams or documented attempts; duties performed, residence, education, employment, services, restoration and alternatives, and possible limited guardianship (§ 35A-1242(a1)) |
Estate account states property received or invested, investment details, and past-year receipts and disbursements; supplemental inventory corrects newly found or misstated property (§§ 35A-1263.1, 35A-1264) |
Status report under oath/affirmation or witnessed accuracy statement; inventory and account under oath; vouchers or verified payment proof, investments and bank statements shown to clerk (§§ 35A-1242(b), 35A-1261, 35A-1264, 35A-1268) |
Initial corporate/public-agent report goes to clerk and any designated agency; reports limited to guardian, ward, court, and serving human-services agencies; Director may review specified reports (§ 35A-1242(a), (b1), (c)) |
Clerk audits estate account and may approve/record; overdue status report or account prompts 20-day order, then possible removal or contempt (§§ 35A-1244, 35A-1264, 35A-1265) |
Every person guardian gives address-change notice within 30 days of learning of move; estate/general guardian files final account within 60 days after termination and remains accountable until discharge (§§ 35A-1242(e), 35A-1266, 35A-1295(b)) |
| North Dakota verified 2026-10-04 | Guardian: beginning inventory and annual condition/powers/estate report; conservator: sworn inventory, annual report and account (§§ 30.1-28-04(5), -12(8), 30.1-29-18 to -19). |
Guardian order requires beginning asset inventory within 90 days of order; conservator inventories estate within 90 days after appointment (§§ 30.1-28-04(5), 30.1-29-18). |
Guardian annual report; conservator report/account at least once annually and when court directs; statutes here set no narrower annual filing date (§§ 30.1-28-12(8), 30.1-29-19(1)). |
Guardian reports condition, residence changes/reasons, treatment, authority exercised, continued need and proposed power changes (§ 30.1-28-12(8)). |
Guardian reports income, spending, transfers and estate account; conservator inventories complete estate and reports income, spending, transfers and authority exercised (§§ 30.1-28-12(8), 30.1-29-18 to -19). |
Conservator inventory includes oath/affirmation of completeness and accuracy so far as informed; annual reports must resemble state court administrator's form (§§ 30.1-29-18 to -19, 30.1-28-12(8)). |
Guardian inventories/reports copied to § 30.1-28-09.1 recipients; conservator inventories/reports to § 30.1-29-05.1 recipients; adult's annual copy carries rights statement; annual/final filings closed to public (§§ 30.1-28-03.1, -04(5), -12(9), 30.1-29-07.1, -18 to -19). |
Guardian filing alone not approval; missing report/account can prompt show-cause or contempt order. Conservator account approval follows notice and hearing (§§ 30.1-28-12(8), -12.1, 30.1-29-19(2)). |
Guardian final report/account on termination, removal, resignation or death; conservator final report/account on termination by court; reports also describe changes during period (§§ 30.1-28-07(5), -07.1(3), -12(8), 30.1-29-19(2)). |
| Ohio verified 2026-10-03 | Adult guardian files biennial condition report; estate guardian inventories and accounts; person-only guardian accounts only on good-cause court order (§§ 2111.49(A)(1), 2111.14(A)(1), 2109.302(A), (B)(3)) |
Estate inventory within three months after appointment; first guardian report two years after letters; estate account at least once in each two years (§§ 2111.14(A)(1), 2111.49(A)(1), 2109.302(A)) |
Guardian report biennial or other court-set time; estate account at least once every two years and on good-cause order (§§ 2111.49(A)(1), 2109.302(A)) |
Residence and care setting; contacts, health changes, continuation and care opinions, last clinician visit, recent professional evaluation (§ 2111.49(A)(1)(a)–(i)) |
Inventory of property, value and real-property rent; account itemizes receipts, outlays, assets, investments and changes (§§ 2111.14(A)(1), 2109.302(A)) |
Guardian signs account; disbursements need vouchers or proof, with corporate-fiduciary exception; report includes recent evaluator statement (§§ 2109.302(A), 2111.49(A)(1)(i)) |
Reports and accounts go to probate court; court may order account-hearing notice to interested persons, served at least 15 days before hearing (§§ 2111.49(A)(1), 2109.302(A), 2109.33) |
Court reviews guardian report and hears account; overdue report/account may lead to citation, then discretionary sanctions (§§ 2111.49(A)(2), 2109.32(A), 2109.31(A)–(C)) |
Final estate account within 30 days after administration completes or court-set period; court may order guardian report at another time (§§ 2109.302(A), 2111.49(A)(1)) |
| Oklahoma verified 2026-10-03 | Person guardian: care plan and person report; property guardian or conservator: management plan, inventory, property report and account (§§ 3-120, 3-122, 3-215, 4-303). |
Person plan within 10 days after appointment unless filed earlier; property plan plus sworn inventory within 2 months; court may extend the person-plan time (§§ 3-120(A), 3-122(A), 4-301(A)). |
Property account after first year and at least annually; court's approval order fixes next annual-report date. Person report may be waived, but no report waiver exceeds 5 years (§ 4-303(A), (D)-(E), (H)). |
Person report covers abode, capacity changes, services versus plan, actions, problems, continuation and less restrictive alternatives (§ 4-305(A)). |
Property report covers capacity/resources, services, actions/problems and full financial statement with receipts/disbursements; inventory lists estate and value (§§ 4-306(A), (E), 4-301). |
Inventory and account sworn; person report uses sworn statutory form and attaches money details and pertinent medical records; plan updates accompany changed reports (§§ 4-301(A), 4-305(B)-(D), 4-306(D)). |
Court mails annual-report copies first class to specified adult notice recipients and ward's attorney; recipients have 15 days from filing to object (§ 4-307(A)). |
Court may direct accounts anytime and fixes next filing date; objection triggers hearing, while an unopposed report receives an acceptance order (§§ 4-303(B), (H), 4-307(B), (D)). |
Separate report on significant adult capacity change, guardian resignation/removal or guardianship termination; plan changes accompany reports (§§ 4-303(C), 4-305(C), 4-306(D)). |
| Oregon verified 2026-10-03 | Adult guardian: written annual report; conservator: inventory and annual account (§§ 125.325, 125.470, 125.475). |
Conservator inventories known or possessed estate property within 90 days of appointment, unless extended; guardian's first report follows first anniversary (§§ 125.470(1), 125.325(1)). |
Guardian: within 30 days after each appointment anniversary; conservator: within 60 days, unless court orders otherwise (§§ 125.325(1), 125.475(1)). |
Guardian form covers residence, services, health, contacts, association limits, decisions and continuing need (§ 125.325(1)). |
Guardian reports money held/received/spent; conservator accounts for estate value, receipts, disbursements, bond and specified adviser charges (§§ 125.325(1), 125.475(2)). |
Guardian report has penalty-of-perjury declaration; conservator account normally includes disbursement vouchers, subject to stated exceptions (§§ 125.325(1), 125.475(3)). |
Guardian report copies and conservator accounts go to § 125.060(3) recipients; inventory copy goes to protected person age 14+; court may waive account service on protected person (§§ 125.325(1), 125.475(5), 125.470(1)). |
Insufficient guardian continuation report triggers supplement/termination-motion order; noncompliance within 30 days is removal ground. Account approval after notice/hearing has stated finality (§§ 125.325(2)-(5), 125.480). |
Conservator: supplemental inventory within 30 days of newly known property; final account within 60 days of death/recovered capacity or 30 days of removal/resignation/authority end (§§ 125.470(2), 125.475(1)). |
| Pennsylvania verified 2026-10-03 | Person and estate guardians file role-specific reports; estate guardian also inventories property, with a separate formal-account route (§§ 5521(b)–(c), 5142, 5531) |
First report within 12 months of appointment; estate inventory within three months after property comes into possession (§§ 5521(c)(1), 5142) |
At least annually after the first report; formal account whenever court directs or otherwise authorizes (§§ 5521(c)(1), 5531) |
Person report: placement, major health problems, services, continuation opinion and visit count/duration (§ 5521(c)(1)(ii)) |
Estate report: current principal and investments, income, spending and needs funded; formal account is separate (§§ 5521(c)(1)(i), 5531) |
Report attests to specified facts; estate inventory is verified by oath and includes appraisement and property statements (§§ 5521(c)(1), 5142) |
Report filed with appointing court; separate estate account has interested-party notice through account rules (§§ 5521(c)(1), 5533, 3503) |
Court develops annual-report examination procedure; clerk quarterly lists reports at least 30 days late and court takes enforcement action (§ 5521(c)(3)–(4)) |
Final report within 60 days of adult's death or adjudication of capacity and modification of existing orders (§ 5521(c)(2)) |
| Rhode Island verified 2026-10-04 | Temporary/full/limited guardians: inventory; person-authorized guardian: annual status report; estate-authorized guardian and conservator: estate accounts (§§ 33-15-19, -26, -26.1, -45). |
Temporary, full or limited guardian files inventory/appraisal within 30 days after appointment, or longer if probate court allows; conservator follows guardian-estate inventory rule (§§ 33-15-19(a), -45). |
Person-authorized guardian files status report every year; estate-authorized guardian files account every year; conservator follows estate accounting law (§§ 33-15-26(a), -26.1(a), -45). |
Status report gives residence, condition, perceived capacity changes, and summary of guardian actions and decisions (§ 33-15-26.1(a)). |
Opening inventory/appraisal lists ward's real and personal property; joint-asset valuation basis explained; estate guardian accounts as executors/administrators do (§§ 33-15-19, -26(a)). |
Opening inventory/appraisal returned under oath; appraisers sworn; annual status report uses statutory form (§§ 33-15-19(a), -26.1(a)). |
Inventory, annual account and status report go to probate court; resignation requires estate account and status report filed with court (§§ 33-15-19(a), -26(a), -26.1(a), -18(b)). |
Probate court monitors files; missing annual account/status report prompts citation and 30-day demand; estate-account default without sufficient excuse carries statutory loss of compensation and full-value accountability (§§ 33-15-26(a), -26.1(b)). |
Before accepting guardian/conservator resignation, court requires estate account and status report stating current residence and condition; material residence, facility, acute-care or death events trigger relative/designated-person notice (§§ 33-15-18(b), -18.1(g)). |
| South Carolina verified 2026-10-03 | Conservator: inventory, court-required financial plan, annual/event reports (§§ 62-5-414 to -416); guardian: death notice and conditional funds account (§ 62-5-306). |
Conservator inventory within 30 days of appointment, extendable by court; financial plan if court requires it (§§ 62-5-414(B), 62-5-415). |
Conservator estate report annually and at court-directed times; § 62-5-416(A) sets no calendar due date. |
Conservator states opinion on continued need and scope; guardian's § 62-5-306 filing concerns death, not a periodic condition report (§§ 62-5-306(A), 62-5-416(B)(4)). |
Conservator lists period receipts/disbursements, controlled assets and locations, and financial-plan recommendations (§ 62-5-416(B)). |
Inventory has oath or affirmation of completeness and accuracy; § 62-5-416(B) specifies report contents without an additional oath or attachment (§ 62-5-415). |
Inventory copies to guardian and court-directed persons; report copies to capable protected person and resident parent or guardian; plan copy to guardian or protected person (§§ 62-5-414(B), 62-5-415, 62-5-416(C)). |
Court may appoint guardian ad litem to review report or plan and may examine assets; § 62-5-416 specifies no automatic late-filing consequence (§ 62-5-416(D)-(E)). |
Conservator reports on resignation, removal, end of minority/disability, or death; guardian notifies court of death and, if authorized to use funds for remains, accounts within ten days of approval (§§ 62-5-306, 62-5-416(A)). |
| South Dakota verified 2026-10-04 | Adult guardian: condition/care report; conservator: estate inventory and account (§§ 29A-5-403, -407, -408). |
Conservator inventories real/personal estate within 90 days of appointment; later-discovered property may appear in next account (§ 29A-5-407). |
First guardian report and conservator account within 60 days after first appointment anniversary; at least annually thereafter, or calendar-year filing by April 15 next year; court may reduce conservator frequency (§§ 29A-5-403, -408, -409). |
Guardian reports condition, living arrangements, services, visits, institution plan, continued need and scope recommendation (§ 29A-5-403). |
Inventory lists property, values/encumbrances; account lists receipts, disbursements, estate, services, actions, compensation and qualifying tangible items (§§ 29A-5-407, -408). |
Reports/accounts include training-completion dates; statute specifies contents and mailed copies (§§ 29A-5-403, -408). |
Guardian/conservator mails report, inventory or account within 14 days after filing to § 29A-5-410 recipients; account copy warns of 60-day written-objection period (§§ 29A-5-403, -407, -408, -410). |
Interested person may seek guardian-report hearing within 60 days of filing; account recipient's written objection due within 60 days after receipt; court may hold hearing and allow account (§§ 29A-5-403, -408). |
Reports/accounts also filed on resignation/removal and termination, with guardian final-report and conservator final-account waiver routes (§§ 29A-5-403, -408, -409). |
| Tennessee verified 2026-10-03 | Adult conservator or other fiduciary: sworn property inventory, first and repeat accounts, and nonwaivable condition statement; financial-accounting duties do not apply to a fiduciary lacking property authority (§§ 34-1-110(a), 34-1-111(a)–(b), (i)) |
Property-managing fiduciary files sworn asset/income inventory within 60 days; first sworn court account within 30 days after six-month appointment anniversary (§§ 34-1-110(a), 34-1-111(a)) |
Later sworn account within 60 days after anniversary or selected period end; period at most 12 months; court may extend filing time for good cause (§ 34-1-111(b)–(c)) |
Account states adult’s physical or mental condition, last fiduciary contact date and whether condition still requires services, omitting protected confidential medical information (§ 34-1-111(d)(2), as amended effective July 1, 2026) |
Inventory lists property, approximate fair market values and income sources, amounts and frequency; account itemizes receipts/expenditures and ending property (§§ 34-1-110(a), 34-1-111(d)(1)) |
Inventory and accounts are sworn; account is supported by financial statements, checks or authorized substitute, tax filings or no-return statement, and surety statement when applicable (§§ 34-1-110(a), 34-1-111(a), (d)(1)) |
Files go to supervising court; clerk examines annual account and reports to judge; late-filing notice goes to fiduciary and counsel (§§ 34-1-110(b), 34-1-111(f), 34-1-131) |
Clerk reviews annual account; lateness triggers notice, citation and potential show-cause summons, with possible revocation after continued nonresponse; court may excuse qualifying financial accounts but not condition statement (§§ 34-1-111(f)–(i), 34-1-131) |
When conservatorship ends by death or order, property conservator files preliminary final account within 120 days, covering assets and post-last-account activity; court may modify duties or discharge conservator (§ 34-3-108(a), (e)) |
| Texas verified 2026-10-03 | Person guardian: annual care and support report; estate guardian: inventory, annual and final accounts (§§ 1154.051, 1163.001–.002, .101, 1204.101) |
Estate inventory/appraisement and claim list within 30 days of qualification unless court grants longer (§§ 1154.051–.053) |
Person: 12-month period, due within 60 days after period ends; estate: first account within 60 days after first qualification anniversary, then annually (§§ 1163.001–.002, .102) |
Person report covers residence, visits, health, treatment, activities, supports, unmet needs and guardianship powers (§ 1163.101(c)–(d)) |
Estate account lists claims, property changes, receipts, disbursements and assets; person report covers support receipts/disbursements (§§ 1163.001(b), .101(b)) |
Sworn estate inventory/account with vouchers, bank statements and asset proof; person report sworn or statutory unsworn declaration (§§ 1154.053, 1163.003, .005, .101, .1011) |
Estate account filed with county clerk and held 10 days before judge considers it; person report filed with court (§§ 1163.051(a)–(b), .101(a)) |
Court approves or orders corrected reports/accounts; missed filing may trigger show-cause citation, revocation or fine (§§ 1163.051(e), .104, .151) |
New estate property or claims prompt supplemental inventory; death report gives date/place; final estate settlement requires verified account (§§ 1154.101, 1163.103, 1204.101) |
| Utah verified 2026-10-03 | Guardian: annual status account and, without conservator, estate report; conservator: inventory and annual estate report (§§ 75-5-312(2), 75-5-417(2), 75-5-418(1)). |
Conservator files complete estate inventory with oath or affirmation within 90 days of appointment (§ 75-5-418(1)). |
Annual guardian status account; annual guardian estate report if no conservator; annual conservator estate report. Full accounting above $50,000, informal report below $50,000, excluding residence (§§ 75-5-312(2)(k)-(l), 75-5-417(2)). |
Guardian's annual status account covers physical and mental condition, residence and household members (§ 75-5-312(2)(l)). |
Guardian reports estate in possession; estate accounts list opening and closing assets, income, support disbursements, investments or trusts, fees and expenses (§§ 75-5-312(2)(l), (4)(a), 75-5-417(2)(c)). |
Conservator inventory carries oath or affirmation; Judicial Council approves annual-accounting forms. Qualifying public-benefit accounting may substitute for guardian report (§§ 75-5-418(1), 75-5-312(4)(c), (e), 75-5-417(2)(d)). |
Conservator gives inventory to an eligible protected person and a parent or guardian with whom the person resides; adults under guardianships granted from May 7, 2025 have a qualified right to copies of filed estate accounts (§§ 75-5-418(2), 75-5-301.5(3)(l)). |
Court examines and approves annual estate accounts. Willful guardian nonfiling after written notice and 2-month grace can draw a penalty up to $5,000; conservator provision has its own fine rule (§§ 75-5-312(4)(d), (7)(a), 75-5-417(2)(e), (5)(a)). |
Conservator accounts on resignation or removal and whenever court directs; on end of minority or disability, may account to court, former protected person or representative (§ 75-5-419(1)-(2)). |
| Vermont verified 2026-10-04 | Adult guardian: annual condition/duties report; guardian with estate authority: inventory, annual financial accounting and final account (§§ 2791, 2921, 3076; V.R.P.P. 66). |
Guardian with estate inventories property when required, within 30 days after appointment; court may extend for good cause (§ 2791; V.R.P.P. 66(a)(1)). |
Annual report due within 30 days after appointment anniversary; estate account within first year and annually thereafter (§§ 2921, 3076(a)). |
Annual report covers progress, condition, health, care, residence, education, employment, habilitation, powers exercised and continued need (§ 3076(b)(2)–(4)). |
Financial accounting for guardian with income/resource authority; estate account shows proceeds and spending; Rule 66 accounts show opening/closing values and transactions (§§ 2921, 3076(b)(1); V.R.P.P. 66(d)). |
Rule 66 permits allowance of a verified account without hearing if unopposed; accounting form may be court-directed (V.R.P.P. 66(d), (g)). |
Inventory/account copies to parties entitled to notice; court sends adult and counsel annual notice with report/account copies, subject to counsel-only exception (§ 3078; V.R.P.P. 66(a), (c)). |
Late or missing annual report is ground for termination/modification motion; annual accounting generally accompanied by allowance motion; unopposed verified account may be allowed without hearing (§ 3077(a)(2); V.R.P.P. 66(f)–(g)). |
At termination, financially empowered guardian renders final account; accounting/closing powers can continue after adult's death for statutory period (§§ 2921, 3076(c), 3077(e)). |
| Virginia verified 2026-10-03 | Guardian: condition and care annual report to local social services; conservator: estate inventory and commissioner-of-accounts settlements (§§ 64.2-2020, 64.2-1300(B), 64.2-1305) |
Guardian first four-month report due within six months of qualification; conservator inventory due within four months of authority order; first four-month account within six months of qualification (§§ 64.2-2020(A), 64.2-1300(B), 64.2-1305(A)) |
Guardian each later 12-month report within four months after prior period; conservator each later 12-month account within four months after period, subject to extension and small-principal three-year permission (§§ 64.2-2020(A), 64.2-1305(B), 64.2-1313) |
Condition, living arrangements, services, treatment plan, abuse concerns, contacts, visits, continued need, training and compensation (§ 64.2-2020(B)) |
Inventory of supervised estate, nonprobate interests and payments with market values; account of property received and disbursed; vouchers and terminal assets (§§ 64.2-1300(B), (D), 64.2-1305(A), 64.2-1311(A)) |
Guardian certifies annual report under oath; conservator signs account under oath and exhibits disbursement vouchers and terminal asset statement (§§ 64.2-2020(B), 64.2-1305(D), 64.2-1311(A)) |
Guardian files with local social services, which sends copy to circuit-court clerk within 60 days; conservator files with commissioner, who reports account to circuit court (§§ 64.2-2020(A), 64.2-1300(B), 64.2-1312(A)) |
Social services lists guardians over 90 days late; court may issue show-cause summons; commissioner settles and reports accounts; false statements carry stated civil penalties (§§ 64.2-2020(A), (C), 64.2-1312(A), 64.2-1305(D)) |
After-discovered assets require inventory update or approved next-account reporting within four months; fiduciary estate handoff and final accounting on death (§§ 64.2-1300(E), 64.2-2026(B)) |
| Washington verified 2026-10-03 | Adult guardian: care plan and condition report, including funds under the guardian’s control; conservator: estate plan, inventory and report with accounting (§§ 11.130.340, .345, .510, .515, .530) |
Guardian care plan within 90 days of appointment; conservator estate plan and detailed inventory within 90 days (§§ 11.130.340(1), .510(1), .515(1)) |
Each report by court-set date; after approval, next interval may be annual, biennial or triennial, with due date within 90 days of appointment anniversary (§§ 11.130.345(1), (9), .530(1), (10)) |
Guardian reports condition, residence, supports, visits, decisions, facility-plan fit, future care and continued need (§ 11.130.345(2)) |
Guardian accounts for funds and property held or controlled; conservator lists estate assets, receipts, disbursements, liabilities, distributions, services and plan deviations (§§ 11.130.345(1), .530(2)) |
Conservator inventory carries oath or affirmation; guardian report attaches approved plan; conservator report attaches approved plan and available redacted financial statements (§§ 11.130.515(1), .345(2)(k), .530(2)(c), (e)) |
Adult and notice parties receive guardian plan/report and 14-day filing notice; conservatee and statutory or court notice parties receive conservator plan/report notice and copies within 14 days; inventory filing notice within 14 days (§§ 11.130.340(1)–(2), .345(1), (4), .510(2), .515(2)–(3), .530(4)) |
Court reviews plans and reports; report approval requires petition, sets next due date, and court may investigate suspected noncompliance; timely filing is a factor in the next interval (§§ 11.130.340(4), .345(5)–(9), .510(4), .530(5)–(10)) |
Conservator reports on resignation, removal or termination; final report and discharge petition due within 90 days after adult’s death; changed needs can prompt guardian or conservator modification hearing (§§ 11.130.530(1), .355(2)(c), .570(4)(c), (10)–(12)) |
| West Virginia verified 2026-10-03 | Guardian: periodic condition and care reports; conservator: estate inventory and periodic accountings (§§ 44A-3-2(a), -8(a), -9, -11(a)). |
Conservator inventory within 60 days after appointment; first guardian report and conservator account within six months (§§ 44A-3-8(a), -11(a)(1)). |
Guardian reports and conservator accounts by December 31 each year after the first six-month filing; court may order more; accountings may be waived or less frequent by order (§§ 44A-3-10(a), -11(a)). |
Guardian reports condition, residence, services and adequacy of care, visits/social efforts, treatment-plan agreement, and continuing need (§ 44A-3-2(a)). |
Inventory lists estate items, approximate values and encumbrances; accounting lists receipts, disbursements, estate, services, actions, compensation and expenses (§§ 44A-3-8(a), -9(a)). |
Guardian and conservator sign truth-and-correctness verifications; Supreme Court prescribes report, account and inventory forms (§§ 44A-3-2(a)(9), -9(a)(8), -11(f)). |
Inventory mailed to petition-hearing notice recipients within 14 days after presentation; on fiduciary-commissioner referral, proposed account and notice mailed to protected person and interested recipients (§§ 44A-3-8(b), -11(c)(2)). |
Clerk flags missing/incomplete filings; reviewer examines reports multiannually and refers gaps/discrepancies to court; knowing violation is a misdemeanor punishable by $100–$500 fine (§ 44A-3-11(b), (d)). |
File on resignation, removal or termination; court may excuse guardian's termination report, and unanimous proceeds-recipient consent excuses conservator's final account; later-found property goes in amended inventory or next account (§§ 44A-3-8(a), -11(a)(4)–(5)). |
| Wisconsin verified 2026-10-03 | Person guardian: annual condition report (§ 54.25(1)(a)); estate guardian: initial inventory, annual and final accounts (§§ 54.60, 54.62, 54.66). |
Estate inventory lists income and assets; file within 60 days after appointment unless court changes time (§ 54.60(1), (3)). |
Person report annually, date not specified here. Estate account before April 15 for preceding calendar year, or court-ordered anniversary cycle within 60 days; small-estate and court-waiver exceptions (§§ 54.25(1)(a), 54.62(1), (3)). |
Person report gives location, health, recommendations, and least-restrictive-environment statement; county department develops reporting requirements (§ 54.25(1)(a)). |
Inventory covers ward income and assets, including marital interests; annual account covers assets or income held/invested and receipts/expenditures (§§ 54.60(1), 54.62(1)). |
Estate inventory verified by oath; annual account under oath, with evidence of securities, deposit accounts, and investments produced for examination (§§ 54.60(7), 54.62(1)-(2)). |
Person report to court and designated county department; court names inventory-copy recipients and may name account-copy recipients; final account goes to court and appropriate ward or successor (§§ 54.25(1)(a), 54.60(4), 54.62(1), 54.66(1)). |
Court examines accounts; neglect of inventory can lead to order and costs, and delinquent accounts can lead to show-cause and contempt process (§§ 54.60(8), 54.62(5), (8)). |
Final account promptly upon termination, resignation, removal, or death; qualifying small estates instead list remaining assets unless court orders account (§ 54.66(1)-(2)). |
| Wyoming verified 2026-10-04 | Guardian: signed written condition/actions report; conservator: verified inventory and report/account (§§ 3-2-109, 3-3-602, 3-3-901). |
Guardian first report within six months; conservator verified inventory within 90 days, subject to court extension (§§ 3-2-109(a)(i), 3-3-602). |
Guardian every six months after first report; conservator annually within 60 days after appointment anniversary unless court orders otherwise for good cause (§§ 3-2-109(a)(ii), 3-3-901(a)(i)). |
Guardian reports physical condition, disability/incapacity, residence, treatment, care, activities and actions taken; conservator reports residence and general physical/mental condition (§§ 3-2-109(a), 3-3-902(a)(v)–(vi)). |
Conservator lists all assets/income, opening balance, receipts, itemized spending, investment changes, bond and powers exercised (§ 3-3-902(a)). |
Guardian signs written report; conservator inventory is verified and each report/account is written and verified (§§ 3-2-109(a), 3-3-602, 3-3-901(a)). |
Final conservator account hearing notice served on adult or personal representative unless waived, at court-prescribed time and manner (§ 3-3-1103). |
Late guardian report prompts show-cause order; court settles each conservator account and withholds annual report approval until costs paid/provided (§§ 3-2-109(c), 3-3-1001, 3-3-1004). |
Guardian report within 30 days after removal, resignation or termination; conservator account before resignation acceptance, within 30 days after removal or 60 days after termination (§§ 3-2-109(a)(iii), 3-3-901(a)(ii)–(iv)). |
This survey covers 48 of 51 jurisdictions so far; new states are verified and added continuously. A state missing here hasn't been verified yet. We don't publish unverified answers. Arkansas is a separate case: no official statute text is publicly available to quote there.
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