Adult Guardianship Periodic Reporting Requirements in Hawaii
At a glance
| Covered guardian and report types | 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)). |
|---|---|
| First plan, inventory or account | 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)). |
| Repeat interval and due date | 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)). |
| Condition and care-plan content | Guardian covers condition, residences, services, visits, ward participation, institutional care plan, future care, and continuing need (§ 560:5-317(a)(1)–(7)). |
| Property and accounting content | 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)). |
| Oath and required attachments | 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)). |
| Who receives or may inspect the report | 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 review and late filing | 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)). |
| Final or change-triggered report | 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)). |
Requirements one by one
First filings and repeat reports
The guardian files a written report within 30 days after appointment, covering the adult's condition and money or assets in the guardian's possession or control. A new report is due at least annually and whenever the court orders one. The conservator's detailed estate inventory is due within 60 days after the appointment order and carries an oath or affirmation of believed completeness and accuracy. (§§ 560:5-317(a), 560:5-419(a).)
The conservator petitions for approval of accounts and reports on estate administration each year unless the court sets another schedule. The same filing is required on resignation, removal or termination and at other times the court directs. (§ 560:5-420(a).)
Report contents and access
The guardian reports condition, residences, services and the adequacy of care, visits, the adult's part in decisions, future care plans, and whether guardianship should continue. If the adult lives in an institution, the guardian also states whether the current care, treatment or habilitation plan is in the adult's best interest. (§ 560:5-317(a)(1)–(7).)
The conservator's report lists controlled assets, receipts, payments and distributions, services, recommended budget changes and the need for continued conservatorship. The conservator must keep estate-administration records and let an interested person examine or copy them on reasonable request. (§§ 560:5-419(b), 560:5-420(b).)
What trips people up
The guardian's initial 30-day report and the conservator's 60-day inventory have different triggers and deadlines. For the conservator, an annual filing is a petition for approval of accounts plus a report, not just a transaction list. (§§ 560:5-317(a), 560:5-419(a), 560:5-420(a)–(b).)
The court maintains a system for monitoring annual guardian reports. It may appoint a kokua kanawai to review either role's report and investigate; in connection with a conservator report, it may order an examination of estate assets. (§§ 560:5-317(b)–(c), 560:5-420(c).)
Common questions
Does the guardian report on assets even if a conservator also serves? The guardian accounts for money and other assets in the guardian's own possession or control. (§ 560:5-317(a).)
Is there a final conservator filing? Yes. The conservator petitions for account approval and reports when the conservatorship terminates. (§ 560:5-420(a).)
Statutes and sources
The rules appear in Haw. Rev. Stat. §§ 560:5-317, 560:5-419 and 560:5-420. Accessed October 3, 2026.
Source links
Every statute quoted above, linked, with the date we checked it.
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