Adult Guardianship Periodic Reporting Requirements in Minnesota

At a glance

Requirements one by one

Guardian's report

Minnesota Statutes § 524.5-316(a) requires a written report at least annually and whenever the court orders one. It covers the person's mental, physical and social condition; residences during the period; communication or visit restrictions and their factual basis; services and care; and whether the guardianship should continue or change scope. A copy goes to the person under guardianship and interested persons of record. The statute fixes the interval rather than a calendar due date.

Conservator's inventory and reports

Under § 524.5-419(a), a conservator files a detailed estate inventory within 60 days after appointment with an oath or affirmation of completeness and accuracy. The conservator keeps administration records available for reasonable examination under § 524.5-419(b).

Section 524.5-420(a) calls for annual estate reports unless the court directs otherwise, and also reports on resignation, removal, termination and at other court-directed times. The report lists assets under control and period receipts, disbursements, and distributions under § 524.5-420(b)-(c), with contact information under § 524.5-420(c). A copy goes to the person under conservatorship and interested persons of record.

Oversight and late filing

The court may appoint a visitor to review a guardian report under § 524.5-316(f) or a conservator report under § 524.5-420(g). If an annual report is more than 60 days beyond its required date, the court must issue a show-cause order under § 524.5-316(g) and § 524.5-420(h). Noncompliance may lead the court to remove the fiduciary or decline a later appointment under § 524.5-316(h) and § 524.5-420(j).

What trips people up

Both roles have a separate 30-day court report for the disciplinary and legal events specified in § 524.5-316(b) and § 524.5-420(d); the annual report does not replace that event report. Section 524.5-420(h) ordinarily calls for public filing of a conservator report unless the court orders otherwise. The reporting and privacy instructions for the particular case should be checked before filing health or financial details.

Common questions

Can an interested person decline copies? Yes. An interested person may tell the court in writing that they do not wish to receive copies under § 524.5-316(e) and § 524.5-420(f).

What follows a conservatorship death? Section 524.5-431(b) requires a final report and discharge petition no later than 30 days after distribution, with hearing notice to interested persons and the estate's personal representative.

Can someone challenge a report? The person under guardianship or conservatorship and an interested person of record may submit a written statement disputing the report and petition the court for relief under § 524.5-316(c) and § 524.5-420(e).

Statutes and sources

• Minn. Stat. § 524.5-316(a): “A guardian shall report to the court in writing on the condition of the person subject to guardianship at least annually and whenever ordered by the court.” Official text, accessed 2026-10-03.
• Minn. Stat. § 524.5-419(a): “Within 60 days after appointment, a conservator shall prepare and file with the appointing court a detailed inventory of the estate subject to the conservatorship.” Official text, accessed 2026-10-03.
• Minn. Stat. § 524.5-420(a): “A conservator shall report to the court for administration of the estate annually unless the court otherwise directs.” Official text, accessed 2026-10-03.
• Minn. Stat. § 524.5-431(b): “The conservator shall file a final report and petition for discharge no later than 30 days after distribution.” Official text, accessed 2026-10-03.