Free 30-Minute Phone Consultation
Annual Accounting Generations Representing Generations

Annual Accounting of Conservator or Personal Representative

If you've been appointed as the Conservator for a minor or an incapacitated adult or as the Personal Representative of a deceased person's estate, you must account to the Court each year. In the Accounting, the Court will require an initial inventory, a list of income received, a list of expenses, gains and losses for the estate assets and a final inventory of the Estate for each twelve month period.

The Annual Accounting must be provided to the Court Accountant, together with the appropriate fee. The Court Accountant will review the Annual Accounting and issue a Report and Recommendation.

The Report and Recommendation will either recommend that the Court approve the Accounting or list the things that are missing or incorrect. If there are things missing or incorrect, the Conservator or Personal Representative must correct those items and resubmit the Annual Accounting to the Court Accountant. The Court will not approve the Accounting until all omissions and/or corrections are made.

If the Court Accountant recommends approving the Annual Accounting, a hearing will be set and the Conservator or Personal Representative must give notice of that hearing to the appropriate persons. Additionally, the issue of the Conservator's or Personal Representative's bond must be addressed each year in the Annual Accounting process.

Our Client Reviews

  • “Extraordinary law firm!”

    - Lisa
  • “She is a great advocate and a wonderful lawyer.”

    - Heather
  • “I am so grateful to have had this team working on my case.”

    - Melanie

What Sets Us Apart?

  • We Treat Our Clients Like Family
  • Family Owned and Operated
  • Highly-Rated and Recognized
  • 75+ Years Combined Legal Experience
  • Free 30-Minute Phone Consultation

Contact Our Firm Today

Fill out the form to get started on your confidential consultation.
  • Please enter your first name.
  • Please enter your middle name.
  • Please enter your last name.
  • Please enter your city.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please enter your opposing party.
  • Please make a selection.
  • Please enter a message.
  • Must be checked to submit.