Adult Guardianship Periodic Reporting Requirements in District of Columbia
At a glance
| Covered guardian and report types | 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). |
|---|---|
| First plan, inventory or account | 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)). |
| Repeat interval and due date | Guardian every six months from appointment; permanent conservator annually within 30 days after appointment anniversary (SCR-PD 328(a), 330(a)(2)). |
| Condition and care-plan content | Guardian reports adult's condition; conservator report covers capacity change, services versus plan, significant problems, and continued need (SCR-PD 328(a), 330(c)). |
| Property and accounting content | 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). |
| Oath and required attachments | 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)). |
| Who receives or may inspect the report | 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)). |
| Court review and late filing | 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). |
| Final or change-triggered report | 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). |
Requirements one by one
The guardian's six-month reports
Under § 21-2047(a)(5), the guardian reports in writing on the adult's condition and any estate in the guardian's possession or control. SCR-PD 328(a) starts the first report six months after appointment and sets succeeding reports six months apart. It also requires a report on court direction or petition of a person interested in the adult's welfare.
The conservator's opening and annual filings
Under § 21-2064 and § 21-2065(c), the sworn inventory and individual conservatorship plan share a 60-day clock. The plan addresses services to manage designated resources, how they will be provided, shared decisions and spending policies (§ 21-2065(b)). The account on the appointment anniversary is required by § 21-2065(a); SCR-PD 330(a) sets a filing deadline within 30 days after that anniversary. SCR-PD 330(c) attaches Form II-R, covering capacity changes, services in relation to the plan, problems and continued need.
Copies and court handling
SCR-PD 328(b) requires the guardian to serve reports on parties and effective notice requestors by first-class mail within five days before or after filing. Under § 21-2065(e), the conservator's opening plan and inventory go to the adult, party attorneys and closest relative, among others. SCR-PD 330(d) gives the conservator's account and report to the adult or successors, guardian, parties, notice requestors and others the court directs, with notice of filing and a certificate of service. Under SCR-PD 331, the Register of Wills audits conservator accounts and schedules a hearing. An unopposed guardian report is filed without court review under SCR-PD 328(c).
What trips people up
The guardian's final filing depends on whether assets were administered: SCR-PD 328(a) calls for a final report within 60 days after termination or an affidavit instead when none were administered. SCR-PD 23 permits the Register of Wills to notify a fiduciary of an overdue inventory or account; an uncorrected default leads to a court hearing and potential removal unless excused for good cause.
Common questions
Does a conservator report between anniversaries?
Yes, if the court directs it or the adult's capacity to manage resources changes significantly (§ 21-2065(d)). Resignation, removal and termination also trigger a report.
What happens after the adult dies?
Under SCR-PD 334(b), the conservator files a termination petition with final account and report within 60 days after death. The guardian files a suggestion of death promptly under SCR-PD 328(d).
Statutes and sources
- D.C. Code §§ 21-2047, 21-2064 and 21-2065; accessed 2026-10-04.
- D.C. Superior Court Probate Rules 23, 328–331 and 334; accessed 2026-10-04.
Source links
Every statute quoted above, linked, with the date we checked it.
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