The court requires you to file a property management plan within 60 days of each appointment. This allows the judge to see the client’s income, balance in all accounts, and the monthly budget on how the resources will be spent. No expenditures except what has been approved in the property management plan can be made without prior court approval. The conservator must also have court approval before selling any property.
The court also requires an annual accounting on each client, which is prepared by the conservator. Each accounting is required to have the following information:
-Client’s current address
-Client’s current health status
-Copies of all bank statements
-Copies of all checks with supporting documentation
-Copy of current bond
-Copy of the original court order
-Register report
-Annual accounting summary
-Copy of tax return (completed by a CPA)
-Each accounting goes through the following process:
-Prepared by Conservator Kelly Tayes
-Reviewed by an attorney
-Attorney prepares order and sends accounting to clerk
-Clerk of the court reviews before sending to the judge
-Judge signs order
Kelly is licensed, bonded and insured. She has been bonded and insured for more than 30 years, with no claims filed; and bond has never been denied.