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Get the free Form 4-998. Conservators report. STATE OF NEW MEXICO ...

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Rule 7.12Form 6: Inventory of Assets of Protected Person Instructions: Conservators must complete, sign, and file this form with the court within ninety (90) days of appointment. Once the conservatorship
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How to fill out form 4-998 conservators report

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How to fill out IA Form 6 Inventory of Assets of Protected Person

01
Obtain the IA Form 6 from the appropriate legal authority or website.
02
Read the instructions provided with the form carefully.
03
Gather all necessary documentation related to the protected person's assets, including property deeds, bank statements, investment records, and itemized lists of personal belongings.
04
Fill out the personal information section, including the name, address, and contact information of the protected person.
05
List all real estate properties owned by the protected person, including the address and estimated value.
06
Document all financial accounts, including bank accounts, retirement accounts, and any other assets, providing account numbers and balances.
07
Include details of any businesses owned or shares held by the protected person, providing relevant information such as business names and value.
08
Itemize personal property such as vehicles, jewelry, art, and collectibles along with their estimated values.
09
Review the completed form for accuracy and completeness.
10
Sign and date the form, and submit it to the designated authority or court as required.

Who needs IA Form 6 Inventory of Assets of Protected Person?

01
The IA Form 6 Inventory of Assets of Protected Person is needed by legal guardians, conservators, or anyone appointed to manage the financial affairs of a protected person.
02
It is also required by courts or legal entities involved in the process of determining the needs and oversight of an individual who is unable to manage their own assets.
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IA Form 6 Inventory of Assets of Protected Person is a legal document used to list and report all assets owned by a person who is under legal protection or guardianship.
The guardian or conservator of the protected person is required to file IA Form 6 to accurately report the assets and financial status of the individual under their care.
To fill out IA Form 6, the guardian must provide details about each asset, including descriptions, values, ownership information, and any relevant financial details specified in the form.
The purpose of IA Form 6 is to ensure transparency and accountability in the management of the finances and assets of a protected person, allowing for proper oversight by the court or relevant authorities.
The form must report information about all assets, including real estate, bank accounts, investments, personal property, debts, and any other financial interests related to the protected person.
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