Adult Guardianship Periodic Reporting Requirements in Arizona

At a glance

Requirements one by one

The two reporting roles

An adult guardian submits a written report to the court annually under supreme-court rules. The same statute calls for a report on resignation or substitution as guardian and on termination of the ward's disability (§ 14-5315(A)). A conservator instead inventories the estate and normally accounts to the court annually for its administration. The court may relieve the conservator of annual or other accounts for good cause shown on an interested person's application, by an order entered in the minutes (§ 14-5418(A); § 14-5419(A)).

Opening inventory and repeat content

Within 90 days after appointment, the conservator files an inventory of the protected person's assets on the appointment date, with reasonable detail and each asset's fair market value then. It attaches a consumer credit report dated within the 90 days before filing (§ 14-5418(A)).

The guardian's report names the ward's residence and the person in charge, gives the count and last date of guardian visits, names the physician or registered nurse practitioner and last visit, and includes that clinician's report or a summary of observations if no report exists. It also describes major condition changes, the guardian's view of continued need, and governmental services and responsible contact (§ 14-5315(C)). The conservator's annual account concerns administration of the estate. The court may require a physical check of the estate in connection with an account (§ 14-5419(A)–(B)).

Copies, access and review

The guardian mails the report to the ward, the ward's conservator, the spouse or parents if unmarried, the ward's court-appointed attorney, and interested persons who demanded notice (§ 14-5315(B)). The conservator gives the inventory to a locatable protected person at least 14 years old with sufficient capacity to understand it and to a parent or guardian with whom the person resides. Interested persons may request administration records; qualifying account-notice recipients may also request access to specified financial records or a receipts and disbursements report under the statute's frequency and response rules (§ 14-5418(B)–(C)).

Allowance of an intermediate or final conservator account requires a petition, notice and hearing. The statute identifies the protected person, guardian or alternative relative, and any appointed guardian ad litem as notice recipients according to the circumstances. An allowed account adjudicates liabilities within the scope stated for an intermediate or final account (§ 14-5419(C)–(D)).

At the end of an appointment

A conservator accounts on termination of the protected person's minority or disability. After death, unless the court prohibits it, the conservator may instead file a verified statement in place of a final account if all successors waive that account in writing. The filing attaches a certified death certificate, original waivers and closing statement; the closing statement identifies death-date property and values. The conservator also files an affidavit that the closing statement reached successors before they signed waivers. If no proceeding against the conservator is pending, the court enters the termination and discharge order described in the statute (§ 14-5419(A), (F)–(I)).

What trips people up

The conservator's 90-day inventory is separate from the annual court account, and its credit-report attachment has its own 90-day recency window (§ 14-5418(A); § 14-5419(A)).

Common questions

Who gets a guardian's report? The ward, conservator, spouse or parents as applicable, court-appointed attorney, and interested persons who filed a demand for notice (§ 14-5315(B)).

Can the court excuse annual conservator accounts? For good cause shown on an interested person's application, the court may enter an order relieving the conservator of annual or other accounts (§ 14-5419(A)).

Statutes and sources

The verbatim quotations in the statutes entries above come from the linked current Arizona Revised Statutes sections, accessed October 3, 2026.