Adult Guardianship Periodic Reporting Requirements in Mississippi
At a glance
| Covered guardian and report types | 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). |
|---|---|
| First plan, inventory or account | 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)). |
| Repeat interval and due date | 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)). |
| Condition and care-plan content | 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)). |
| Property and accounting content | 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)). |
| Oath and required attachments | 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)). |
| Who receives or may inspect the report | 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 review and late filing | 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)). |
| Final or change-triggered report | 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)). |
Requirements one by one
First plan and inventory
The guardian's care plan and conservator's financial plan are filed if required by the court. Each has a 90-day clock measured from the appointment order or the order to file a plan. The conservator's inventory has its own 90-day clock from appointment and may be waived. The inventory carries an oath or affirmation of completeness to the extent information permits. (§§ 93-20-315(1), 93-20-419(1); § 93-20-420(1).)
Guardian's well-being report
A significant change in circumstances or planned major deviation from the guardian's plan brings § 93-20-316(1) into play; the report is due within 90 days after the court orders it. It describes the adult's condition, living arrangements, services, visits and participation in decisions, and accounts for funds or property the guardian controls. It includes the latest approved plan and explains any deviation. (§ 93-20-316(1)–(2).)
Conservator's account
The conservator generally files a report annually, or as the court otherwise directs, and petitions for approval. Its accounting lists estate property, receipts, disbursements, liabilities and distributions. Resignation, removal or termination also calls for a report. (§ 93-20-423(1)–(2).)
Notice and court review
Guardian plan and report copies go to the adult, spouse, parents, children and any court-designated person within 14 days after filing. Conservator plans and reports go to the ward, the people entitled under § 93-20-411(5) or a court order, and others the court determines. The inventory calls for notice of filing on the same 14-day schedule. The court reviews guardian reports at least annually and may review conservator reports at least annually unless it directs otherwise. (§§ 93-20-315(2), 93-20-316(4)–(5), 93-20-419(2), 93-20-420(2), 93-20-423(5)–(6).)
What trips people up
The annual court review language for guardian reports does not itself set an annual guardian filing date: § 93-20-316(1) ties the filing to a significant change or planned deviation and a court order. A court-required guardian or conservator plan must also be revised within 90 days after a significant change or decision to deviate. (§§ 93-20-315(1), 93-20-316(1), 93-20-419(1).)
The small-estate provision lets the chancellor excuse further annual accounts, but preserves a final account. It requires good cause and a best-interest finding in the stated low-funds or government-benefit circumstances; it does not erase the final filing. (§ 93-20-423(11).)
Common questions
Does the conservator automatically attach bank statements? The court may request recent financial statements. If requested, account and Social Security numbers must be redacted as specified in § 93-20-423(3).
Can someone object to a financial plan? The conservator's plan notice must state the right to object, and the court reviews the plan before approving it or requiring a new one. (§ 93-20-419(2)–(4).)
Statutes and sources
The controlling reporting provisions are Miss. Code Ann. §§ 93-20-315–316, -419–420 and -423, enacted in 2019. The verbatim excerpts and page links above identify the operative text. 2020 SB 2874 and 2025 HB 1442 were checked for later changes to this reporting scheme. Accessed October 3, 2026.
Source links
Every statute quoted above, linked, with the date we checked it.
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