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Name Address Phone Fax E-mail I am the Guardian Conservator I am the attorney for Guardian My Utah State Bar number is In the Court Address: Conservator Judicial District Court County, Utah In the

How to fill out guardian or conservator accounting

How to fill out guardian or conservator accounting:

1. Gather all relevant financial documents, including bank statements, investment statements, bills, receipts, and any other supporting documentation.
2. Create a clear and organized spreadsheet or accounting software to record all income, expenses, and transactions related to the ward or protected person.
3. Start by documenting the beginning balance of all financial accounts at the beginning of the accounting period.
4. Record any income received on behalf of the ward, such as Social Security benefits or pension payments. Include details such as the source of the income and the date it was received.
5. Document all expenses paid on behalf of the ward, such as medical bills, housing costs, and personal care expenses. Include detailed descriptions, dates, and the amount spent for each expense.
6. Track any assets bought or sold on behalf of the ward, such as real estate or investments. Include details such as the date of the transaction, the purchase price or sale amount, and any associated fees or commissions.
7. Reconcile all bank and investment statements to ensure accuracy and to identify any discrepancies or errors.
8. Prepare a summary of the accounting period, including the beginning and ending balances, total income received, total expenses paid, and any changes to the ward's assets and liabilities.
9. Finally, obtain any necessary approvals or signatures as required by the court or governing body overseeing the guardianship or conservatorship.

Who needs guardian or conservator accounting?

1. Individuals who have been appointed as guardians or conservators for someone who is incapacitated or cannot manage their own finances.
2. Family members or loved ones who are responsible for the financial affairs of someone who is unable to handle their own financial matters due to age, illness, or disability.
3. Professional fiduciaries or organizations that provide guardianship or conservatorship services.

Note: It's important to consult with an attorney or seek professional guidance to ensure compliance with local laws and regulations regarding guardian or conservator accounting.

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