Annual Accountings
Yearly accounts for conservators, guardians and trustees in Arizona
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Accountings and reports in Arizona probate court
- Conservator annual accounts
- Inventories at the start of a conservatorship
- Guardian annual reports
- Trustee annual reports to beneficiaries
- Final accounts and closing an estate
- Answering objections or questions from the court
How annual accountings work in Arizona
In Arizona probate court, an annual accounting most often means the yearly account a conservator files to show the court what came in, what went out and what is left. A conservator manages money and property for a minor or for an adult who cannot manage his or her own, and the court supervises that work.
The first filing is the inventory. Within 90 days after appointment, a conservator prepares and files an inventory of the protected person's estate (A.R.S. § 14-5418). After that, every conservator must account to the court for the administration of the estate annually, under rules adopted by the Arizona Supreme Court, unless the statute or the court provides otherwise (A.R.S. § 14-5419).
An account shows the starting balance, the money received, the money paid out and the ending balance, with records to back it up. The Arizona Rules of Probate Procedure and the court's forms set the format. The court reviews the account and can approve it, ask questions or set a hearing.
Other fiduciaries have yearly duties too. A guardian submits a written report to the court each year about the person in the guardian's care (A.R.S. § 14-5315). A trustee reports on the trust property at least annually to the beneficiaries the statute names (A.R.S. § 14-10813). A personal representative closes an estate with a closing statement (A.R.S. § 14-3933) or a formal final account.
These duties are personal to the person who holds the job. A late or incomplete account can lead to court orders, extra hearings and personal liability, so it helps to keep records from the first day.
Frequently Asked Questions
Conservators. A.R.S. § 14-5419 requires every conservator to account to the court annually, with the exceptions the statute and the court allow. Guardians file an annual report instead, and trustees report to beneficiaries, not to the court, unless a court is supervising the trust.
Within 90 days after the conservator is appointed (A.R.S. § 14-5418). The inventory lists what the protected person owns at the start, and the first annual account builds on it.
A guardian files an annual written report about the person, covering matters such as where the person lives and the person's medical care (A.R.S. § 14-5315). A financial account is the conservator's job. One person who holds both roles has both duties.
Bank and investment statements, receipts and invoices for what was paid, and a simple log of every deposit and payment with the date and the reason. A.R.S. § 14-5418 also covers the conservator's duty to keep records of the administration and show them when asked.
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This page is general information about Arizona and federal law. It is not legal advice, and reading it does not create an attorney-client relationship.
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